Information relating to changes to university's investment portfolio and decisions since committing to divestment

John Slater made this Freedom of Information request to Australian National University

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From: John Slater

Delivered

Dear Australian National University,

I am seeking a list of changes to the university's investment portfolio since it's decision to fully divest from some fossil fuel investments in 2014. This should include any written instructions to manages of the investment portfolio, stocks divested since the decision was made, and instructions to the funds manager about future investments. In addition, I would also like a list of the University of Sydney's current stock portfolio and the same list current to the end of financial year 2015, 2014 and 2013. I am also requesting any advice sought or received by the university relating to any potential impact on the returns of the university's investment portfolio as a result of the 2014 decision and the impact of the university divesting fully from fossil fuel investments.

Yours faithfully,

John Slater

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From: University Records Manager
Australian National University

Dear Mr Slater

 

Regarding your request to the Australian National University for access to
the following documents under the Freedom of Information Act 1982:

 

I am seeking a list of changes to the university's investment portfolio
since it's decision to fully divest from some fossil fuel investments in
2014. This should include any written instructions to manages of the
investment portfolio, stocks divested since the decision was made, and
instructions to the funds manager about future investments

Can you please:

·         advise what documents the Australian National University may
hold that you believe would be a list of changes

·         identify the precise date range of the list of changes you are
seeking access to

·         clarify what you mean by:

o   any written instructions to manages of the investment portfolio,
stocks divested since the decision was made

 

In addition, I would also like a list of the University of Sydney's
current stock portfolio and the same list current to the end of financial
year 2015, 2014 and 2013.

The Australian National University does not hold records of the University
of Sydney.

 

I am also requesting any advice sought or received by the university
relating to any potential impact on the returns of the university's
investment portfolio as a result of the 2014 decision and the impact of
the university divesting fully from fossil fuel investments.

Can you please clarify what you mean by:

·         2014 decision

·         returns

·         potential impact

·         impact

 

Can you also please advise which unit of the Australian National
University may hold these documents and the date range that these document
would have either been created or received by the Australian National
University?

 

Yours sincerely,

Sue Clarke

 

 

Sue Clarke

Information Governance and Access Officer

University Records

10A East Road

The Australian National University

Canberra ACT 2601

 

+61 2 6125 6430

[1][email address]

[2]http://universityrecords.anu.edu.au/

 

 

 

 

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