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 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, University of Suffolk

FREEDOM OF INFORMATION ACT 2000 - INFORMATION REQUEST

Thank you for your request for information. This is being processed under
the terms of the Freedom of Information Act 2000.

For your information, the Act defines a number of exemptions that may
prevent release of the information you have requested. There will be an
assessment and if any of the exemption categories apply then the
information will not be released. You will be informed if this is the
case.

During the unprecedented challenges of the coronavirus (COVID-19) pandemic
we will endeavour to provide a response within the 20 working day but
please note there may be a delay in our response. We apologise for any
impact this may have.

Kind regards,

Data Governance Team

Waterfront Building
Neptune Quay
Ipswich
IP4 1QJ

01473 338679 | [University of Suffolk request email]
For a list of all UCS open events, see www.uos.ac.uk/openevents
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FOI, University of Suffolk

To whom it may concern,

FREEDOM OF INFORMATION ACT 2000 - INFORMATION REQUEST

I refer to your request for information which is being managed under the provisions of the Freedom of Information Act 2000. Your request has now been considered and I can confirm the following:

1. The value is zero
2. NA
3. NA
4. NA
5. NA
6. The university do have a policy, but this is not currently publicly-available

If you have any queries then please contact me.

If you are not satisfied with the University’s response and / or our reasoning set-out above, you have the right to request an internal review. A request for a review should:

a) state your name and address
b) describe the nature of your original request; and
c) explain the reason why you are dissatisfied with our response.

All requests for a review should be sent to:

Academic Registrar
University of Suffolk
Waterfront Building
Neptune Marina
Ipswich
IP4 1QJ
Or
Email: [email address]

If you remain dissatisfied with your request and how the University dealt with the review, you have the right to apply to the Information Commissioner for a decision.

Information Commissioner Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
http://www.ico.gov.uk

Your sincerely,

Data Governance Team
Waterfront Building
Neptune Quay
Ipswich
IP4 1QJ

01473 338679 | [email address] | www.uos.ac.uk

For a list of all UCS open events, see www.uos.ac.uk/openevents

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