University Investment Portfolio Statistics
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
Thank you for your email.
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to with an acknowledgement of receipt and a response will be provided
within 20 working days from the date of receipt.
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Kind regards
Information and Compliance Team
References
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Dear Ms Clayson,
FOI-148-22- Acknowledgement
I write this email further to previous correspondence exchanged which
concern the above-referenced Freedom of Information Request received by
this office on 2 September 2022.
Please find attached documentation acknowledging receipt of your request:
• FOI-148-22- FOI Acknowledgement Letter – dated 5 September
Kind regards,
Sophie Cole
Information Governance Officer
Office of the University Secretary
Office of the University Secretary | University of Wolverhampton |
Wulfruna Building | Wulfruna Street | Wolverhampton | WV1 1LY
email:
CONFIDENTIALITY AND PRIVACY NOTICE
This email, together with any attachment, is for the exclusive and
confidential use of the addressee(s) and may contain legally privileged
information. Any use, disclosure or reproduction without the sender’s
explicit consent is unauthorised and may be unlawful. Any email content,
including any attachments, may be monitored and used by the University of
Wolverhampton for reasons of security and monitoring internal compliance
with the University’s policy on internet use. Email blocking software may
also be used. The University cannot guarantee that this message or any
attachment is virus free or has not been intercepted and amended. If you
believe you have received this message in error, please notify the sender
and destroy the message and any copies.
________________________________________
From: People & Planet <[1][FOI #893664 email]>
Sent: Friday, September 2, 2022 11:58:45 AM (UTC+00:00) Monrovia,
Reykjavik
To: FoI
Subject: Freedom of Information request - University Investment Portfolio
Statistics
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:
[2]https://url6.mailanyone.net/scanner?m=1o...
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:
[3]https://url6.mailanyone.net/scanner?m=1o...
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
-------------------------------------------------------------------
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Is [5][University of Wolverhampton request email] the wrong address for Freedom of Information requests
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[9]https://url6.mailanyone.net/scanner?m=1o...
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.
-------------------------------------------------------------------
References
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3. https://url6.mailanyone.net/scanner?m=1o...
4. mailto:[FOI #893664 email]
5. mailto:[University of Wolverhampton request email]
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Dear Ms Clayton,
Reference: FOI-148-22- Response
I write this email further to previous correspondence concerning the
Freedom of Information Request received by this office on 2 September
2022.
Please find the following documents attached for your consideration, in
response to your application:
• FOI-148-22 Decision Notice Covering Letter dated 5 October 2022; and
• FOI-148-22 Decision Notice dated 5 October 2022.
Kind regards,
Sophie Cole
Information Governance Officer
Office of the University Secretary
Office of the University Secretary | University of Wolverhampton |
Wulfruna Building | Wulfruna Street | Wolverhampton | WV1 1LY
email:
CONFIDENTIALITY AND PRIVACY NOTICE
This email, together with any attachment, is for the exclusive and
confidential use of the addressee(s) and may contain legally privileged
information. Any use, disclosure or reproduction without the sender’s
explicit consent is unauthorised and may be unlawful. Any email content,
including any attachments, may be monitored and used by the University of
Wolverhampton for reasons of security and monitoring internal compliance
with the University’s policy on internet use. Email blocking software may
also be used. The University cannot guarantee that this message or any
attachment is virus free or has not been intercepted and amended. If you
believe you have received this message in error, please notify the sender
and destroy the message and any copies.
From: FoI
Sent: 05 September 2022 09:52
To: '[FOI #893664 email]'
<[FOI #893664 email]>
Subject: FOI-148-22 Acknowledgement Letter
Dear Ms Clayson,
FOI-148-22- Acknowledgement
I write this email further to previous correspondence exchanged which
concern the above-referenced Freedom of Information Request received by
this office on 2 September 2022.
Please find attached documentation acknowledging receipt of your request:
• FOI-148-22- FOI Acknowledgement Letter – dated 5 September
Kind regards,
Sophie Cole
Information Governance Officer
Office of the University Secretary
Office of the University Secretary | University of Wolverhampton |
Wulfruna Building | Wulfruna Street | Wolverhampton | WV1 1LY
email:
CONFIDENTIALITY AND PRIVACY NOTICE
This email, together with any attachment, is for the exclusive and
confidential use of the addressee(s) and may contain legally privileged
information. Any use, disclosure or reproduction without the sender’s
explicit consent is unauthorised and may be unlawful. Any email content,
including any attachments, may be monitored and used by the University of
Wolverhampton for reasons of security and monitoring internal compliance
with the University’s policy on internet use. Email blocking software may
also be used. The University cannot guarantee that this message or any
attachment is virus free or has not been intercepted and amended. If you
believe you have received this message in error, please notify the sender
and destroy the message and any copies.
________________________________________
From: People & Planet <[1][FOI #893664 email]>
Sent: Friday, September 2, 2022 11:58:45 AM (UTC+00:00) Monrovia,
Reykjavik
To: FoI
Subject: Freedom of Information request - University Investment Portfolio
Statistics
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:
[2]https://url6.mailanyone.net/scanner?m=1o...
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:
[3]https://url6.mailanyone.net/scanner?m=1o...
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:
[4][FOI #893664 email]
Is [5][University of Wolverhampton request email] the wrong address for Freedom of Information requests
to University of Wolverhampton? If so, please contact us using this form:
[6]https://url6.mailanyone.net/scanner?m=1o...
Disclaimer: This message and any reply that you make will be published on
the internet. Our privacy and copyright policies:
[7]https://url6.mailanyone.net/scanner?m=1o...
For more detailed guidance on safely disclosing information, read the
latest advice from the ICO:
[8]https://url6.mailanyone.net/scanner?m=1o...
[9]https://url6.mailanyone.net/scanner?m=1o...
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.
-------------------------------------------------------------------
References
Visible links
1. mailto:[FOI #893664 email]
2. https://url6.mailanyone.net/scanner?m=1o...
3. https://url6.mailanyone.net/scanner?m=1o...
4. mailto:[FOI #893664 email]
5. mailto:[University of Wolverhampton request email]
6. https://url6.mailanyone.net/scanner?m=1o...
7. https://url6.mailanyone.net/scanner?m=1o...
8. https://url6.mailanyone.net/scanner?m=1o...
9. https://url6.mailanyone.net/scanner?m=1o...
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