University Investment Portfolio Statistics

The request was successful.

To whom it may concern,

This is a request for information through the Freedom of Information Act.

1. What was the total market value of the university’s investment portfolio(s) on the 31st July 2022?

If you are going to provide this information through your Annual Accounts/Financial Statements, please provide the specific page number, section and row that the value can be found on. For example, page 28, section 5 “Investments”, row “total market value.”

For guidance on the number we are seeking, please see this example from the University of Glasgow at ‘Annual Investments’ in cell C1091 here: https://www.gla.ac.uk/myglasgow/sustaina...

2. On the 31st July 2022, were the institution's investment portfolio(s) managed directly by the institution, indirectly by [an] external fund manager(s), or a combination of both?

3. If the university uses external fund manager(s) to manage investment portfolios, please provide the name of each fund manager used, along with the percentage of the total investment funds that they were managing on the 31st July 2022.

Please present this information in this format:

Fund manager name - Percentage of total investment funds managed
Schroders - 47%
CCLA - 49%
University - 4%

4. If the institution invests directly, please provide the details of companies invested in (by way of all investment portfolios), including the full names of each company invested in, and the market value invested in each company on the 31st July 2022. Please provide this information in a spreadsheet format.

5. If the university holds investments through [an] external fund manager(s), please provide a breakdown of the university’s holdings with that investment manager on the 31st July 2022, including the market value for each company that forms part of your investment portfolio(s) with them. Please provide this information at a company level in a spreadsheet and/or the format that this information is provided to you by your fund manager(s).

For example, see the University of Glasgow’s breakdown at ‘Annual Investments’ here: https://www.gla.ac.uk/myglasgow/sustaina...

6. Does the institution have an ethical investment policy, or similar? If so, please state if it is publicly-available, and provide a web link.

If applicable, in response to any of the above information requested, please confirm that the University does not hold this information.

Please confirm receipt of this request and we look forward to hearing back from you within the next 20 working days.

Yours sincerely,

Laura Clayson

FOI (Email), The University of Chichester

1 Attachment

Dear Ms Clayson

 

Reference: FOIA 2022.104

 

Your request has been received and will be answered within twenty working
days, i.e. by 03 October 2022.

 

If you have any queries about this request do not hesitate to contact us.
Please remember to quote the reference number above in any future
communications.

 

Yours sincerely,

 

Rebecca Treagust

Paralegal | she/her

[email address] |  University of Chichester, Bishop Otter campus,
College Lane, Chichester, West Sussex, PO19 6PE  |  [1]chi.ac.uk/findus

[2]cid:image001.jpg@01D83239.3F24CA50

 

 

From: People & Planet <[FOI #893600 email]>
Sent: 02 September 2022 12:57
To: FOI (Email) <[The University of Chichester request email]>
Subject: Freedom of Information request - University Investment Portfolio
Statistics

 

 

This message originated from outside of the University of Chichester.
Do not click links or open attachments unless you recognise the sender
and know the content is safe. Your access to links in this email will be
held in a secure log, which is deleted after 365 days. If harmful links
are accessed by individuals, this information may be used to offer
targeted training in the future. You can read more in the University’s
Electronic Information Security policy [3]here.

To whom it may concern,

This is a request for information through the Freedom of Information Act.

1. What was the total market value of the university’s investment
portfolio(s) on the 31st July 2022?

If you are going to provide this information through your Annual
Accounts/Financial Statements, please provide the specific page number,
section and row that the value can be found on. For example, page 28,
section 5 “Investments”, row “total market value.”

For guidance on the number we are seeking, please see this example from
the University of Glasgow at ‘Annual Investments’ in cell C1091 here:
[4]https://www.gla.ac.uk/myglasgow/sustaina...

2. On the 31st July 2022, were the institution's investment portfolio(s)
managed directly by the institution, indirectly by [an] external fund
manager(s), or a combination of both?

3. If the university uses external fund manager(s) to manage investment
portfolios, please provide the name of each fund manager used, along with
the percentage of the total investment funds that they were managing on
the 31st July 2022.

Please present this information in this format:

Fund manager name - Percentage of total investment funds managed

Schroders - 47%

CCLA - 49%

University - 4%

4. If the institution invests directly, please provide the details of
companies invested in (by way of all investment portfolios), including the
full names of each company invested in, and the market value invested in
each company on the 31st July 2022. Please provide this information in a
spreadsheet format.

5. If the university holds investments through [an] external fund
manager(s), please provide a breakdown of the university’s holdings with
that investment manager on the 31st July 2022, including the market value
for each company that forms part of your investment portfolio(s) with
them. Please provide this information at a company level in a spreadsheet
and/or the format that this information is provided to you by your fund
manager(s).

For example, see the University of Glasgow’s breakdown at ‘Annual
Investments’ here:
[5]https://www.gla.ac.uk/myglasgow/sustaina...

6. Does the institution have an ethical investment policy, or similar? If
so, please state if it is publicly-available, and provide a web link.

If applicable, in response to any of the above information requested,
please confirm that the University does not hold this information.

Please confirm receipt of this request and we look forward to hearing back
from you within the next 20 working days.

Yours sincerely,

Laura Clayson

-------------------------------------------------------------------

Please use this email address for all replies to this request:

[6][FOI #893600 email]

Is [7][The University of Chichester request email] the wrong address for Freedom of Information requests
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show quoted sections

FOI (Email), The University of Chichester

2 Attachments

Dear Ms Clayson

 

Reference: FOIA 2022.104

 

Thank you for your email below requesting information under the Freedom of
Information Act 2000.

 

Please find attached our response.

 

If you have any queries about this request do not hesitate to contact us.
Please remember to quote the reference number above in any future
communications.

 

Yours sincerely,

 

Rebecca Treagust

Paralegal | she/her

[email address] |  University of Chichester, Bishop Otter campus,
College Lane, Chichester, West Sussex, PO19 6PE  |  [1]chi.ac.uk/findus

[2]cid:image001.jpg@01D83239.3F24CA50

 

 

From: People & Planet <[FOI #893600 email]>
Sent: 02 September 2022 12:57
To: FOI (Email) <[The University of Chichester request email]>
Subject: Freedom of Information request - University Investment Portfolio
Statistics

 

 

This message originated from outside of the University of Chichester.
Do not click links or open attachments unless you recognise the sender
and know the content is safe. Your access to links in this email will be
held in a secure log, which is deleted after 365 days. If harmful links
are accessed by individuals, this information may be used to offer
targeted training in the future. You can read more in the University’s
Electronic Information Security policy [3]here.

To whom it may concern,

This is a request for information through the Freedom of Information Act.

1. What was the total market value of the university’s investment
portfolio(s) on the 31st July 2022?

If you are going to provide this information through your Annual
Accounts/Financial Statements, please provide the specific page number,
section and row that the value can be found on. For example, page 28,
section 5 “Investments”, row “total market value.”

For guidance on the number we are seeking, please see this example from
the University of Glasgow at ‘Annual Investments’ in cell C1091 here:
[4]https://www.gla.ac.uk/myglasgow/sustaina...

2. On the 31st July 2022, were the institution's investment portfolio(s)
managed directly by the institution, indirectly by [an] external fund
manager(s), or a combination of both?

3. If the university uses external fund manager(s) to manage investment
portfolios, please provide the name of each fund manager used, along with
the percentage of the total investment funds that they were managing on
the 31st July 2022.

Please present this information in this format:

Fund manager name - Percentage of total investment funds managed

Schroders - 47%

CCLA - 49%

University - 4%

4. If the institution invests directly, please provide the details of
companies invested in (by way of all investment portfolios), including the
full names of each company invested in, and the market value invested in
each company on the 31st July 2022. Please provide this information in a
spreadsheet format.

5. If the university holds investments through [an] external fund
manager(s), please provide a breakdown of the university’s holdings with
that investment manager on the 31st July 2022, including the market value
for each company that forms part of your investment portfolio(s) with
them. Please provide this information at a company level in a spreadsheet
and/or the format that this information is provided to you by your fund
manager(s).

For example, see the University of Glasgow’s breakdown at ‘Annual
Investments’ here:
[5]https://www.gla.ac.uk/myglasgow/sustaina...

6. Does the institution have an ethical investment policy, or similar? If
so, please state if it is publicly-available, and provide a web link.

If applicable, in response to any of the above information requested,
please confirm that the University does not hold this information.

Please confirm receipt of this request and we look forward to hearing back
from you within the next 20 working days.

Yours sincerely,

Laura Clayson

-------------------------------------------------------------------

Please use this email address for all replies to this request:

[6][FOI #893600 email]

Is [7][The University of Chichester request email] the wrong address for Freedom of Information requests
to The University of Chichester? If so, please contact us using this form:

[8]https://www.whatdotheyknow.com/change_re...

Disclaimer: This message and any reply that you make will be published on
the internet. Our privacy and copyright policies:

[9]https://www.whatdotheyknow.com/help/offi...

For more detailed guidance on safely disclosing information, read the
latest advice from the ICO:

[10]https://www.whatdotheyknow.com/help/ico-...

[11]https://www.whatdotheyknow.com/help/ico-...

Please note that in some cases publication of requests and responses will
be delayed.

If you find this service useful as an FOI officer, please ask your web
manager to link to us from your organisation's FOI page.

show quoted sections