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 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
Thank you for your enquiry, which has been logged and passed to the relevant department within the University for processing. Please quote the reference number on the subject line above, should you need to contact the University regarding this request.
The University will make every effort to provide you with the information requested; if any clarification is required, the University will contact you as soon as possible.
In some circumstances, it may not be possible to provide you with an answer to your enquiry. Where the University believes this is the case, you will be informed in writing, stating the reason(s).
If the information you are seeking is already published by the University, or is otherwise available to members of the public, you will be sent details outlining how to access the information.
You will be advised if it is necessary for the University to charge a fee to cover the costs of processing your request. Should this be the case, please note the information cannot be released until such payment is received.
If you have any questions regarding your request for information, please contact:
FOI Processing
Abertay University
Bell Street
Dear Laura Clayson
Please find attached the University’s response to your freedom of information request.
Kind regards
Freedom of Information Processing
Abertay University
Bell Street
DUNDEE
DD1 1HG
Email: [University of Abertay Dundee request email]
BSL Users: https://contactscotland-bsl.org/
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