University Investment Portfolio Statistics

People & Planet made this Freedom of Information request to Brunel University as part of a batch sent to 138 authorities

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The request was refused by Brunel University.

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 2021? 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”, line “overall investment value”.

2. On the 31st July 2021, 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 2021.

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 2021. Please provide this information in a spreadsheet format.

5. If the university holds investments through [an] external fund manager(s), please provide the investment portfolio for that manager on the 31st July 2021, 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 here: https://www.whatdotheyknow.com/request/1...

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 requests, Brunel University

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FoI requests, Brunel University

Dear Ms Clayson,

Thank you for your recent Freedom of Information Request, you should receive a response by 29 October 2021.

For any future correspondence regarding this request please quote the following FOI number: 3087.

Please be aware that due to the ongoing coronavirus COVID-19 outbreak, there may be a delay in us processing your request. This means that in some cases, you won’t receive a response within the usual 20 day deadline.

For further information on the latest guidance from the Information Commissioner’s Office, please visit: https://ico.org.uk/global/data-protectio...

We appreciate your patience at this challenging time, and we will endeavour to respond to all requests are quickly as possible.

Kind Regards,

The Freedom of Information Team

• Please note, I am currently working from home. Please contact me by email or on Teams.
• During this period, the Data Protection Team is experiencing extremely high volumes of both legislative and Internal requests. Due to this, you may experience delays in responses. Please bear with us.
• For general information about Brunel’s response to the Coronavirus, advice or support, please visit our portal

Brunel University London
Brunel University London, Uxbridge, UB8 3PH, United Kingdom
T +44(0)1895 274000
www.brunel.ac.uk

Connect with the University on LinkedIn, Twitter, Facebook

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FoI requests, Brunel University

2 Attachments

Dear Ms Clayson,

Please find attached our response to your request.

Kind Regards,

The Freedom of Information Team

• Please note, I am currently working from home. Please contact me by email or on Teams.
• During this period, the Data Protection Team is experiencing extremely high volumes of both legislative and Internal requests. Due to this, you may experience delays in responses. Please bear with us.
• For general information about Brunel’s response to the Coronavirus, advice or support, please visit our portal

Brunel University London

Brunel University London, Uxbridge, UB8 3PH, United Kingdom
T +44(0)1895 274000
www.brunel.ac.uk

Connect with the University on LinkedIn, Twitter, Facebook

show quoted sections

FoI requests, Brunel University

2 Attachments

Dear Ms Clayson,

Please find attached our response to your request.

Kind Regards,

The Freedom of Information Team

• Please note, I am currently working from home. Please contact me by email or on Teams.
• During this period, the Data Protection Team is experiencing extremely high volumes of both legislative and Internal requests. Due to this, you may experience delays in responses. Please bear with us.
• For general information about Brunel’s response to the Coronavirus, advice or support, please visit our portal

Brunel University London

Brunel University London, Uxbridge, UB8 3PH, United Kingdom
T +44(0)1895 274000
www.brunel.ac.uk

Connect with the University on LinkedIn, Twitter, Facebook

show quoted sections

Dear Brunel University of London,

Thank you for your response to my Freedom of Information request.

May I please request support with two aspects of your response:
-can you please provide a link to the website where this information will be published / please can you share where the most up to date information can be found on questions 1-4 that is in the public domain, including with guidance as to where we would find the requested information within them?
- can you please share the investment portfolios at the company level of the funds/portfolios the university holds? Generally these are never included in a university's annual accounts.

In terms of what I mean by this, please see the below portfolio, which outlines the market value held in each company. E.g. BHP Billiton PLC, £6,370 in the UK equities section of Cazenove Capital Management.

https://www.whatdotheyknow.com/request/1...

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).

If the University does not hold this information, please confirm that this is the case.

Kind Regards,
Laura Clayson

FoI requests, Brunel University

Dear Ms Clayson,

Thank you for your recent Freedom of Information Request, you should receive a response by 17 December 2021.

For any future correspondence regarding this request please quote the following FOI number: 3087 Follow up.

Please be aware that due to the ongoing coronavirus COVID-19 outbreak, there may be a delay in us processing your request. This means that in some cases, you won’t receive a response within the usual 20 day deadline.

For further information on the latest guidance from the Information Commissioner’s Office, please visit: https://ico.org.uk/global/data-protectio...

We appreciate your patience at this challenging time, and we will endeavour to respond to all requests are quickly as possible.

Kind Regards,

The Freedom of Information Team

• Please note, I am currently working from home. Please contact me by email or on Teams.
• During this period, the Data Protection Team is experiencing extremely high volumes of both legislative and Internal requests. Due to this, you may experience delays in responses. Please bear with us.
• For general information about Brunel’s response to the Coronavirus, advice or support, please visit our portal

Brunel University London
Brunel University London, Uxbridge, UB8 3PH, United Kingdom
T +44(0)1895 274000
www.brunel.ac.uk

Connect with the University on LinkedIn, Twitter, Facebook

show quoted sections

Dear Brunel University,

I just wanted to ask whether you'd made any progress in response to my previous mail sent on the 12th November and could advise on when we are likely to receive a response? I have pasted it again below.

Looking forward to hearing from you,
Laura Clayson

------------------------------
Dear Brunel University of London,

Thank you for your response to my Freedom of Information request.

May I please request support with two aspects of your response:
-can you please provide a link to the website where this information will be published / please can you share where the most up to date information can be found on questions 1-4 that is in the public domain, including with guidance as to where we would find the requested information within them?
- can you please share the investment portfolios at the company level of the funds/portfolios the university holds? Generally these are never included in a university's annual accounts.

In terms of what I mean by this, please see the below portfolio, which outlines the market value held in each company. E.g. BHP Billiton PLC, £6,370 in the UK equities section of Cazenove Capital Management.

https://www.whatdotheyknow.com/request/1...

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).

If the University does not hold this information, please confirm that this is the case.

Kind Regards,
Laura Clayson

FoI requests, Brunel University

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Dear Ms Clayson,

Please be aware we have responded to your email you sent on the 19th November, stating you would received a response by 17 December.

The reason for this is because the below email is and will be dealt with as a new/follow up request.

Kind Regards,

Amy Pocknee
Deputy Data Protection Officer

• Please note, I am currently working from home. Please contact me by email or on Teams.
• During this period, the Data Protection Team is experiencing extremely high volumes of both legislative and Internal requests. Due to this, you may experience delays in responses. Please bear with us.
• For general information about Brunel’s response to the Coronavirus, advice or support, please visit our portal

Brunel University London

Brunel University London, Uxbridge, UB8 3PH, United Kingdom
T +44(0)1895 274000
www.brunel.ac.uk

Connect with the University on LinkedIn, Twitter, Facebook

show quoted sections

FoI requests, Brunel University

2 Attachments

Dear Ms Clayson,

Please find attached our response to your request.

Kind Regards,

The Freedom of Information Team

• Please note, I am currently working from home. Please contact me by email or on Teams.
• During this period, the Data Protection Team is experiencing extremely high volumes of both legislative and Internal requests. Due to this, you may experience delays in responses. Please bear with us.
• For general information about Brunel’s response to the Coronavirus, advice or support, please visit our portal

Brunel University London

Brunel University London, Uxbridge, UB8 3PH, United Kingdom
T +44(0)1895 274000
www.brunel.ac.uk

Connect with the University on LinkedIn, Twitter, Facebook

show quoted sections