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You can find out who your university invests in by putting in a Freedom of Information request.
Find out about the arms companies your university invests in with our ‘Doing more digging’ guide.
Below you can find the most recent data that CAAT holds.
Data from:
If personnel change or if there is a better contact to list, we would really appreciate you updating us so we can ensure the website is as accurate as possible.
Information refers to March 2005
To verify information, email: Freedom of Information Officer
To register concerns, email: Irene Bews, Director of Finance
Total Assets Invested (all shares) £5m
Arms shares as % of total investments ?
Information refers to March 2006
To verify information, email: Christopher Milne, Information Manager or the Knowledge Management & Information Team
To register concerns, email: Ms Wendy Grant, Head of Finance
Total Assets Invested (all shares) £22m
Arms shares as % of total investments 1.1
To verify information, email: Julie Archer, Records Manager
To register concerns, email: Peter Keegans, Interim Director of Finance
Total Assets Invested (all shares) 0
NB. The University has £23,000 investments in its own subsidiary companies only.
Information refers to September 2006
To verify information, email: Jackie Barlow, University Records Manager
to register concerns, email: Rex Smith, Director of Finance
Total Assets Invested (all shares) £2m
Information refers to July 2008
To verify information, email: J.G. Walter, Freedom of Information Officer
To register concerns, email: Liz Furey, Deputy Director of Finance
Total Assets Invested (all shares) £5m
Information refers to March 2006
To verify information, email: Gwenan Hine, Assistant Registrar
To register concerns, email: Mike Davies, Director of Finance
Total Assets Invested (all shares) £4m
Information refers to March 2006
To verify information, email: L. Richmond, FOI Co-ordinator
To register concerns, email: Diane Aderyn, Director of Finance
No arms company shareholdings.
Total Assets Invested (all shares) ?
Information refers to March 2006
To verify information, email: Kevin Wright, Information Officer
To register concerns, email: Jon Brady, Director of Finance and Resources
Total Assets Invested (all shares) £39,000
Information refers to August 2006
To verify information, email: Andrew Kingston, FOI Officer
To register concerns, email: Donald Harley Director of Finance
Total Assets Invested (all shares) £81m
Information refers to March 2006
To verify information, email: Mrs D Jeynes, Information Compliance Manager
To register concerns, email: Gill Ball, Director of Finance
Information refers to March 2006
To verify information, email: Stephen Homer, Information Manager
To register concerns, email: Richard Spilsbury, Director of Finance
Total Assets Invested (all shares) 0
Information refers to March 2006
To verify information, email: Derek Truffas, University Secretary
To register concerns, email: Mr Tony Unsworth, Executive Director
Total Assets Invested (all shares) £78,000
Information refers to March 2006
To verify information, email: Information Officer
To register concerns, email: Karen Everett, Director of Finance
Total Assets Invested (all shares) £4m
Arms shares as % of total investments ?
Information refers to March 2006
To verify information, email: Information Officer
Send an email to: Keith Waddington, Deputy Director of Finance
Total Assets Invested (all shares) £7m
Arms shares as % of total investments 0
Information refers to June 2008
To verify information, email: Jan Lock, Freedom of Information Officer
To register concerns, email: Sue McHugh, Director of Finance
Total Assets Invested (all shares) £46m
Information refers to March 2008
To verify information, email: Matthew Morrison, Information Rights Officer
To register concerns, email: Ian Crawford, Director of Finance
Total Assets Invested (all shares) £9m
Information refers to June 2006.
To verify information, email: Mary Liddell, Information Access Officer
To register concerns, email: Tony Holloway, Director of Finance
Total Assets Invested (all shares) 0
Information refers to June 2006
Send an email to: C J Wilkes, Director of Finance
To request information, email Ian Troupe, Freedom of Information Officer. To register concerns, email Andrew Reid, Finance Director.
Information refers to June 2008
Total Assets Invested (all shares) £84m
Arms shares as % of total investments ?
Information refers to June 2008
To verify information, write to: The Freedom of Information Officer, Christ’s College, Cambridge, CB2 3BU.
To register concerns, email: Dr R K Hinkley, Bursar
Total Assets Invested (all shares) £69m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Mr Donald Hearn, Bursar
Total Assets Invested (all shares) £13m
Information refers to June 2008
Send an email to: Joanna Womack, Bursar
College does not hold investments in conflict with aims of education, religion, learning and research.
Total Assets Invested (all shares) £38m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Sue Ainger-Brown, Finance Manager
Shares held directly and indirectly – figures above combined. Indirect investments through Cazenove UK Growth and Income Fund.
College does not have an ethical investment policy. Cazenove Socially Responsible Investment policy restricts investments in various industries including “avoidance of companies involved in the manufacture or sale of products or services for whole weapons systems, and strategic components of weapons systems where 5% or more of the company’s turnover is related to military sales. This includes companies manufacturing military hardware and components essential to military systems. It does not include companies involved in manufacture of non-strategic components and services (e.g. engine parts).”
Total Assets Invested (all shares): £14.6m
Arms shares as % of total investments: 2.3
Email Peter J Brindle, Bursar.
Information from March 2008.
Ethical investment policy excludes tobacco industry but not arms companies.
Total Assets Invested (all shares) £16.8m
Arms shares as % of total investments 0.5
Information refers to June 2008
To verify information, email: Catherine Scorah, Records Manager
To register concerns, email: Susan Lintott, Bursar
College does not have an ethical investment policy.
Total Assets Invested (all shares) £111.9m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Dr Michael J Gross, Bursar
College follows Charity Commission’s advice on ethical investment. Excludes investments in arms companies trading with terrorists or with countries that the UK does not permit trade with.
Total Assets Invested (all shares) £20m
Information refers to July 2006
Send an email to: C L Pratt, Bursar
Figures for direct investments only, indirect shareholdings managed by HSBC Investments. These may contain shares in arms companies.
Total Assets Invested (all shares) £38m
Arms shares as % of total investments 0.8
Information refers to June 2008
To verify information, email: FOI Officer
To register concerns, email: D Lowther, Bursar
Total Assets Invested (all shares) £127m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Julia Collins, Senior Bursar
Total Assets Invested (all shares) £30m
Information refers to June 2008
Send an email to: Gale Bryan, Bursar
College does not have an ethical investment policy. Cazenove Socially Responsible Investment policy restricts investments in various industries including “avoidance of companies involved in the maufacture or sale of products or services for whole weapons systems, and strategic components of weapons systems where 5% or more of the company’s turnover is related to military sales. This includes companies manufacturing military hardware and components essential to military systems. It does not include companies involved in manufacture of non-strategic components and services (e.g. engine parts).”
Total Assets Invested (all shares) ?
Arms shares as % of total investments ?
Information refers to August 2006
Send an email to: N E Taylor, Bursar
Total Assets Invested (all shares) £70m
Arms shares as % of total investments ?
Information refers to June 2008
To verify information, email: Susan Sneddon, Modern Records Manager
To register concerns, email: Stephen Barton, Senior Bursar
Total Assets Invested (all shares) £92m
Arms shares as % of total investments ?
Information refers to June 2008
To verify information, email: Dr Patricia McGuire, FOI Officer
To register concerns, email: Martin Reavley, First Bursar
Total Assets Invested (all shares) £9.5m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Karen Davies, FOI Officer
To register concerns, email: David Carter, Bursar
Direct shareholdings provided, no information held about shareholdings of pooled funds. These may contain shares in arms companies.
Investment managers expected to avoid involvement in organisations clearly ignoring responsible standards in dealing with employees, environment and communities in which they operate. This does not exclude arms companies.
Total Assets Invested (all shares) £17.1m
Arms shares as % of total investments 1.6
Information refers to June 2008
Send an email to: Steven Morris, Senior Bursar
US arms company shareholdings:
Direct shareholdings provided, no information held about shareholdings of pooled funds. These may contain shares in arms companies.
Total Assets Invested (all shares) £42m
Arms shares as % of total investments 0.7
Information refers to July 2008
Send an email to: Nicholas Wright, Bursar
Total Assets Invested (all shares) £55m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Ian Du Quesnay, Bursar
Total Assets Invested (all shares) £54m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Chris Blencowe, Bursar
Total Assets Invested (all shares) £110m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Richard Grigson, Senior Bursar
Holding as part of endowment fund.
Total Assets Invested (all shares) £53.5m
Arms shares as % of total investments 0.9
Information refers to June 2008
To verify information, email: Freedom of Information Officer
To register concerns, email: Jonathan Spence, Senior Bursar
College has a Socially Responsible Investment policy.
Total Assets Invested (all shares) ?
Arms shares as % of total investments 0
Information refers to August 2006
Send an email to: David Kerr, Senior Bursar
College holds no investments in tobacco, companies which produce torture devices or with a long record of selling weaponry to repressive regimes.
Total Assets Invested (all shares) £22m
Arms shares as % of total investments 0
Information refers to August 2006
Send an email to: Mr Nick Downer, Bursar
No direct shareholdings in arms companies. GE shares held as part of their investment in the North America Fund of the Barclay’s Global Investors Index Selection
Total Assets Invested (all shares) £37m
Arms shares as % of total investments 0.13%
Information refers to June 2008
Send an email to: Nick Allen, Bursar
College does not invest in tobacco or companies which derive more than 15% of their total income from sale of weapons or armaments.
Total Assets Invested (all shares) £32m
Arms shares as % of total investments ?
Information refers to August 2006
Send an email to: C M C Crawford, Senior Bursar
College does not have an ethical investment policy.
Total Assets Invested (all shares) £5m
Arms shares as % of total investments 0
Information refers to June 2008
Send an email to: Simon Mitton, Treasurer
US arms company shareholdings:
Total Assets Invested (all shares) £335.4m
Arms shares as % of total investments 1.1
Information refers to June 2008
Send an email to: Chris Ewban, Senior Bursar
US arms company shareholdings:
Total Assets Invested (all shares) £859m
Arms shares as % of total investments 0.002
Information refers to June 2008
Send an email to: Rory Landman, Senior Bursar
Shares held in the Trinity Hall endowment fund. Pension fund holdings held in USS or CCFPS portfolios.
Total Assets Invested (all shares) £84m
Arms shares as % of total investments 1.4
Information refers to June 2008
Send an email to: Paul Ffolkes Davis, Bursar
Total Assets Invested (all shares) £8.6m
Arms shares as % of total investments 0.13
Information refers to June 2008
Send an email to: Christopher Lawrence, Bursar
Shares held indirectly through pooled funds. Information on value of investments not provided. No arms shares held directly.
Total Assets Invested (all shares) £181,000
Arms shares as % of total investments ?
Information refers to June 2006
To verify information, email: Robert Melville, Assistant University Secretary
To register concerns, email: David Leah, Director of Finance
The figures below mostly refer to shares held in March 2006 in the top seven US and UK arms companies at that time.UK arms company shareholdings:
US arms company shareholdings:
Shares held indirectly via the University endowment fund.
Total Assets Invested (all shares) £107m
Arms shares as % of total investments 0.2
Information refers to March 2008
To verify information, email: Ruth Robertson, Freedom of Information Officer
To register concerns, email: Mike Davies, Director of Physical and Financial Resources
Total Assets Invested (all shares) £52,000
Information refers to March 2006
To verify information, email: Sian Newton, Access to Information Officer
To register concerns, email: Martin Warren, Director of Finance
Shares held indirectly via a pooled fund.
Total Assets Invested (all shares) £5.6m
Arms shares as % of total investments 0.7
Information refers to May 2008
To verify information, email: Alexandra Bostock, Freedom of Information Officer
To register concerns, email: Peter Hyett, Executive Director of Finance
Information refers to June 2006
To verify information, email: Rob Dawson, Institutional Compliance Officer
To register concerns, email: Eddie Austin, Finance Director
Total Assets Invested (all shares) £41m
Arms shares as % of total investments ?
Information refers to June 2006.
To verify information, email: Andrew Kinglake, Head of Information Compliance (0207 040 4000)
To register concerns, email: Patrick O’Donnell, Director of Finance
Total Assets Invested (all shares) 0
Information refers to March 2006
To verify information, email: Jane Howard, Legal Compliance Officer
To register concerns, email: David Soutter, Group Finance Director
Total Assets Invested (all shares) £4m
Arms shares as % of total investments ?
Information refers to July 2008
To verify information, email: Mary Betts-Gray, Freedom of Information Officer
To register concerns, email: Philip Aspinall, Finance Director
Total Assets Invested (all shares) £29m
Information refers to June 2006.
Send an email to: John Cunningham, Director of Finance
Total Assets Invested (all shares) £3m
Information refers to September 2006.
Send an email to: Alan S. Bunn, Head of Accounting Services and Tax
Shares held as part of endowmnent fund. University also holds investments in a number of collective funds, but holds no information on the companies these collectives invest in.
Total Assets Invested (all shares) £17.2m
Arms shares as % of total investments 1.1
Information refers to April 2008
To verify information, email: Alan Bell, Information Compliance Officer
To register concerns, email: Rob Kennedy, Director of Finance
Total Assets Invested (all shares) £61m
Arms shares as % of total investments ?
Information refers to August 2008
To verify information, email: Joshua McKim, Deputy Records Manager
To register concerns, email: Paulina Lubacz, Senior Treasurer
Total Assets Invested (all shares) £19m
Information refers to August 2006
To verify information, email: David Palmer, Information Policy Officer
University has a Socially Responsible Investment Policy. Although arms companies are not specifically excluded, divestment is a possibility in those cases where the activities of the companies concerned are “wholly contrary to the University’s values systems”. As an example, it cites wider issues of social or humanitarian concern and human rights.
Total Assets Invested (all shares) £183m
Information refers to March 2006
To verify information, email: Records Manager
To register concerns, email: Jon Gorridge, Director of Finance
University has a Socially Responsible Investment policy. Although arms companies are not specifically excluded, the University may not invest in any company that “persists in producing products that have consistently harmful effects upon the world or generate earnings from undesirable areas”.
Total Assets Invested (all shares) £1.8m
Information refers to March 2006
To verify information, email: Jacqueline Hay, Records Manager
Total Assets Invested (all shares) £11m
NB. The University has Investments in ‘Charishare Fund’ managed by Merrill Lynch and ‘Charibond’ managed by M&G Securities Ltd.
Information refers to August 2006
To verify information, email: Freedom of Information Officer
To register concerns, email: Andrew Connolly, Director of Finance
To verify information, email: Caroline Dominey, Freedom of Information Officer
To register concerns, email: Jeremy Lindley, Director of Finance
Total Assets Invested (all shares) 0
Information refers to March 2006
To verify information, email: Matthew Phillips, Information Compliance Officer
To register concerns, email: Huw Williams, Pro Vice Chancellor (Resources)
Total Assets Invested (all shares) £116m
Arms shares as % of total investments ?
Information refers to March 2006
To verify information, email: Freedom of Information Officer
To register concerns, email: Robert Fraser, Director of Finance
Total Assets Invested (all shares) 0
Information refers to March 2006
To verify information, email: Pat McKay, Head of Information Strategy
To register concerns, email: David Beeby, Executive Director of Finance
University has an ethical investment policy which states “there should be no investment in companies/organisations associated with tobacco, armaments or abuses of human rights or which, in the view of the fund manager, conflict with values espoused by the institution.”
Total Assets Invested (all shares) £1m
Information refers to March 2006
To verify information, email: Freedom of Information Officer
Total Assets Invested (all shares) £50m
Information refers to July 2006.
Send an email to: Reginald Daly, Director of Finance
Shares held indirectly via Bailey Gifford’s Income Fund.
Total Assets Invested (all shares) £4.7m
Arms shares as % of total investments 0.01
Information refers to March 2006
To verify information, email: Andrew Connor, Freedom of Information Compliance Assistant
To register concerns, email: Phil McNaull, Director of Finance
Information refers to June 2008
To verify information, email: Abigail Tomlinson, Records Manager
University does not have an ethical investment policy.
Total Assets Invested (all shares) £2.3
Arms shares as % of total investments ?
Information refers to March 2006
To verify information, email: Mr A Mears, University Secretary
To register concerns, email: Andrew McConnell, Director of Finance
Total Assets Invested (all shares) £6.5m
Arms shares as % of total investments ?
Information refers to June 2008
To verify information, email: Victoria Mays, Records Manager
To register concerns, email: Neil Scott, Chief Finance Officer via Trina Atkinson, PA to Chief Finance Officer
Total Assets Invested (all shares) £210m
Arms shares as % of total investments ?
Information refers to May 2008
To verify information, email: Martin Thomson, Freedom of Information Officer
To register concerns, email: Andrew Murphy, Director of Finance
Total Assets Invested (all shares) £28m
Information refers to July 2006
To verify information, email: Fiona Winter, Freedom of Information Officer
To register concerns, email: Mrs K Clarke, Director of Finance
Total Assets Invested (all shares) £9m
Arms shares as % of total investments ?
Information refers to March 2006
To verify information, email: Judi Mortimore, Freedom of Information Officer
To register concerns, email: Denise Everitt, Director of Finance
Total Assets Invested (all shares) 0
Information refers to June 2006.
Send an email to: Lesley Diston, Deputy Financial Controller
Shares held through funds managed by Cazenove Capital Management and Rensburg Fund Management.
Total Assets Invested (all shares) £4.7m
Arms shares as % of total investments 1.3
Information refers to June 2008
To verify information, email: Claire Stevenson, Records Manager
To register concerns, email: Andrew Neal, Director of Finance and Resources via Julie Ferguson, Administrative Officer
Indirect investments:
Shares held through funds managed by Sarasin & Partners.
(*A collection of companies that may benefit from the increase in the defence spending of emerging Asian countries packaged together by UBS.)
University has a socially responsible investment policy which expects its investment managers to take account of social, environmental and ethical considerations in the selection, retention and realisation of investments. This is insofar as these matters are regarded as materially impacting on the current and future valuations of individual investments. It makes no mention of the arms trade.
Total Assets Invested (all shares) £51,077,337
Arms shares as % of total investments 1.2
Information refers to February 2012
Send an email to: Jenny Foggin, Senior Governance and Corporate Affairs Officer
Janet Jurica, Registrar
University does not have an ethical investment policy.
Total Assets Invested (all shares) £14m
Information refers to March 2006
To verify information, email: Fiona Harding, University Legal Advisor
To register concerns, email: Stephen Willis, Director of Finance
Total Assets Invested (all shares) £9m
NB. Invest in M&G Charifund, who have holding worth £16,819,000 in GKN.
Information refers to June 2006.
To verify information, email: Henry Stuart, Information Compliance Officer
To register concerns, email: James Hunt, Director of Finance
Total Assets Invested (all shares) 0
University has an Ethics Committee which monitors such activities.
Information refers to June 2006.
Send an email to: Edmund Fitzpatrick, University Registrar
US arms company shareholdings*:
*The UK arms company shares are held directly, the BAE Systems and Rolls Royce shares via the non-academic staff pension fund and the VT Group shares via the endowment portfolio.
The University also holds shares in BAE Systems and Rolls Royce indirectly via pooled funds. All US arms company shareholdings are held indirectly via pooled funds.
Total Assets Invested (all shares) £105m
Arms shares as % of total investments 2.7
Information refers to July 2008
Send an email to: Michael Yuille, Director of Finance
Total Assets Invested (all shares) 0
Information refers to June 2006
Send an email to: Sean Gallagher, Chief Operations Officer
Total Assets Invested (all shares) £16m
Information refers to March 2006
Send an email to: Denise Stewart, Financial Director
Total Assets Invested (all shares) £13m
Arms shares as % of total investments ?
Information refers to June 2008
To verify information, email: Katharine Bock, FOI Officer
To register concerns, email: Peter Westley, Director of Finance
Information refers to 2005.
Send an email to: Terry Hefford, Director of Finance
US arms company shareholdings:
Shares held through COIF, a charitable investment fund. COIF’s ethical investment policy means it ‘aims to avoid companies whose main business is armaments’. The University is in the process of updating its ethical investment policy in time for the start of the new (2008) academic year.
Total Assets Invested (all shares) £906,957
Arms shares as % of total investments 0.23
Information refers to July 2008
Send an email to: Godwin To, Treasury Accountant
Total Assets Invested (all shares) £110m
Arms shares as % of total investments 0.02
Information refers to June 2008.
To verify information, email: James Allison, Legal Compliance Officer
To register concerns, email: Steve Ryland, Director of Finance
Total Assets Invested (all shares) £37m
Arms shares as % of total investments ?
Information refers to June 2006.
To verify information, email: Rachael Maguire, Records Manager
To register concerns, email: Mike Ferguson, Director of Finance Division
Shares held as part of endowment fund.
Total Assets Invested (all shares) ?
Arms shares as % of total investments ?
Information refers to March 2005
Send an email to: Fiona Mulholland, Head of Financial Accounting
Shares held in endowment funds. Other arms shares may be held in collective or tracker funds, managed by Kleinwort Benson and Aberdeen Asset Management, however no further information held.
Total Assets Invested (all shares) £40m
Arms shares as % of total investments 0.6
Information refers to April 2008
To verify information, email: Emma Crofts, Archives and Records Manager
To register concerns, email: Graeme Robinson, Director of Finance
US arms company shareholdings:
Shares held indirectly via pooled funds managed by BLK UK Dynamic and BLK Overseas. College investments are exclusively covered by such pooled funds, therefore no arms company shares held directly.
Total Assets Invested (all shares): £7.5m
Arms shares as % of total investments: 1.5
To verify information, email Simon Jackson, FOI Officer.
Information from December 2007.
Total Assets Invested (all shares) £22m
The University is in the process of writing an Ethical Investment Policy.
Information refers to March 2006
To verify information, email: Peter Garrod, Data Management Officer
To register concerns, email: Graeme Appleby, Director of Finance
Total Assets Invested (all shares) £174k
Information refers to April 2005
Send an email to: Julian C. Axe, Clerk to the Council
Shares held indirectly through Cazenove Capital.
Total Assets Invested (all shares) £4m
Arms shares as % of total investments 1.3
Information refers to July 2006
To verify information, email: John Duffy, Director of Administration
To register concerns, email: Mark Bery, Finance Director
Total Assets Invested (all shares) £3m
Arms shares as % of total investments ?
Information refers to June 2006.
To verify information, email: John McParland, FOI Officer
To register concerns, email: Pam Nelson, Director of Finance
Total Assets Invested (all shares) £655k
Arms shares as % of total investments ?
Information refers to June 2006.
To verify information, email: Kate Kwafo-Akoto, Director of Archives, Records and Information Access.
To register concerns, email: Richard Flatman, Financial Director
Information refers to June 2008
To verify information, email: Mark Hollingsworth, Freedom of Information and Record Manager
To register concerns, email: Caroline Walker, Director of Finance
Total Assets Invested (all shares) £146m
Arms shares as % of total investments ?
Information refers to June 2008
To verify information, email: Mary Clare, Records Officer
To register concerns, email: Marianne McKenzie, Director of Finance
Total Assets Invested (all shares) 0
Information refers to March 2006
To verify information, email: Courtney Shaw, Senior Legal Assistant
To register concerns, email: Mr L Grant, Financial Director
Total Assets Invested (all shares) 0
Information refers to August 2006.
Send an email to: David Woodcock, Financial Controller
Shares held directly and part of the funds held with Majedie investment managers. University investments also held with BGI; these are pooled funds and may contain arms shares. University does have an ethical investment policy for direct shareholding, however this does not exclude arms companies.
Total Assets Invested (all shares) £35.5m
Arms shares as % of total investments 0.5
Information refers to June 2008 unless otherwise specified
To verify information, email: Gerry Dane, Freedom of Information Officer
To register concerns, email: Richard Dale, Executive Director of Finance
No arms company shareholdings.
Total Assets Invested (all shares) £1m
Information refers to March 2006
Send an email to: David Chesser, Deputy Vice-Chancellor (Resources)
Total Assets Invested (all shares) £30.5m
Arms shares as % of total investments 0
Information refers to May 2008
To verify information, email: Brett Dodgson, Freedom of Information Officer
To register concerns, email: Chris Thompson, Chief Financial Officer
Information refers to June 2008.
To verify information, email: Tracy Landon, FOI Officer
To register concerns, email: Stephen Jackson, Chief Financial Officer
US arms company shareholdings:
Shares held indirectly through collective funds. These investments derive from endowments funds.
Total Assets Invested (all shares) £713m
Arms shares as % of total investments 0.86
Information refers to June 2008
To verify information, email: FOI Officer
To register concerns, email: Giles Kerr, Director of Finance
Total Assets Invested (all shares) £236m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Thomas Seaman, Bursar
Total Assets Invested (all shares) £65m
Arms shares as % of total investments ?
Information refers to July 2008
To verify information, email: Anna Sander, Freedom of Information Officer
To register concerns, email: Richard Collier, Finance Bursar
Information refers to June 2008
Send an email to: Benjamin Earl, Bursar
Information refers to September 2008
Send an email to: Dr Knowland, Bursar
Information refers to September 2006
Send an email to: Gerard Hughes, Master
Total Assets Invested (all shares) £257m
Arms shares as % of total investments ?
Information refers to August 2008
Send an email to: James Lawrie, Treasurer
Total Assets Invested (all shares) £57m
Arms shares as % of total investments 0.4
Information refers to June 2008
To verify information, email: Freedom of Information Officer
To register concerns, email: Ben Ruck Keene, Bursar
Total Assets Invested (all shares) £50m
Information refers to September 2006
Send an email to: P Johnson, Finance and Estates Bursar
Total Assets Invested (all shares) £6m
Information refers to September 2006
Send an email to: C J Fabes, College Accountant
Information refers to June 2008
Send an email to: Doreen Thomson, Bursar
Total Assets Invested (all shares) ?
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Annette Duffell, Bursar
Total Assets Invested (all shares) £26m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Steve New, Bursar
US arms company shareholdings:
College also holds investments in a number of tracker funds. These will contain shares in all major arms companies, however the College was unable to provide precise figures on these since their value changes so regularly.
Total Assets Invested (all shares) £122.2m
Arms shares as % of total investments 0.07
Information refers to July 2008
Send an email to: Peter Mirfield, Estates Bursar
Total Assets Invested (all shares) £21m
Information refers to August 2006
Send an email to: Averil Cameron, Warden
Information refers to June 2008
Send an email to: Angus Hawkins, Bursar
Total Assets Invested (all shares) £29m
Information refers to August 2006
Send an email to: M H Robson, Treasurer
Total Assets Invested (all shares) £8m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Alison Reid, Finance Bursar
Total Assets Invested (all shares) ?
Arms shares as % of total investments ?
Information refers to October 2006
Send an email to: Tim Knowles, Bursar
Total Assets Invested (all shares) £148m
Arms shares as % of total investments 0.5
Information refers to August 2008
Send an email to: Charles Young, Senior Bursar
Total Assets Invested (all shares) £7m
Information refers to September 2006
Send an email to: Steve Waterman, Bursar
Total Assets Invested (all shares) £145m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Clifford Webb, Bursar
Shares held in the college endowment fund, managed by Newton investment managers.
Total Assets Invested (all shares) £136m
Arms shares as % of total investments 0.3
Information refers to June 2008
Send an email to: David Palfreyman, Bursar
Total Assets Invested (all shares) 94m
Arms shares as % of total investments 1.3
NB Also invests in number of pooled funds- may contain arms company shares.
Information refers to June 2008
Send an email to: Mr Gwilym Hughes, Bursar
Total Assets Invested (all shares) 43m
Arms shares as % of total investments ?
Information refers to August 2008
Send an email to: E W Stephenson, Treasurer and Bursar
Information refers to September 2008
Send an email to: John Church, Bursar
Total Assets Invested (all shares) £1m
Information refers to June 2008
Send an email to: David Harper, Bursar, or Robert Blyth, Treasurer
Information refers to September 2008
Send an email to: Chris Wilkes, General Secretary
Total Assets Invested (all shares) £35m
Arms shares as % of total investments 0
Information refers to June 2008.
Send an email to: Helen Morton, Treasurer
Total Assets Invested (all shares) £19m
Information refers to June 2008
Send an email to: Christopher Wigg, Treasurer
Investments held through Black Rock. College has an ethical investment policy; although this does not exclude arms companies, it allows disengagement from companies that cause ‘serious concern’ over human rights issues, for example.
Total Assets Invested (all shares) £28.6m
Arms shares as % of total investments 1.6
Information refers to June 2008
Send an email to: Allan Taylor, Bursar
Information refers to June 2008
Send an email to: Rev J Felix Stephens, Master & Bursar
Total Assets Invested (all shares) 36m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: James Bennett, Home Bursar
Information refers to July 2008
To verify information, email: Faye Hatton, Freedom of Information Officer
To register concerns, email: Maureen Doherty, Bursar
Total Assets Invested (all shares) £23m
Arms shares as % of total investments 0.3
NB- The College informs its Investment Managers about responsible investment, and the Investment Managers take advice from expert ethical investment advisors.
Information refers to June 2008
Send an email to: Martin Slater, Finance Bursar
Total Assets Invested (all shares) £33m
Arms shares as % of total investments 0
Information refers to June 2008
Send an email to: Richard Berry, Bursar
Shares held indirectly via Barclays Global Investors (BGI) North America Fund. All investments held through BGI, which may contain other arms company shares not listed in their most recent report.
Total Assets Invested (all shares) £21m
Arms shares as % of total investments 0.2
Information refers to June 2008
Send an email to: Mary Kerr, Bursar
Total Assets Invested (all shares) £317m
Arms shares as % of total investments 0.7
Information refers to June 2008
Send an email to: Anthony J Boyce, Principle Bursar
Total Assets Invested (all shares) £23m
Arms shares as % of total investments ?
Information refers to July 2008
Send an email to: Richard Gordon, Bursar
Total Assets Invested (all shares) ?
Information refers to August 2006
Send an email to: G Pritchard, Chief Financial Officer
Information refers to July 2008
Send an email to: Paul Madden, Provost
Information refers to September 2008
Send an email to: Kevin Knott, Bursar
Total Assets Invested (all shares) £104m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Frank Marshall, < href=”mailto:estates.bursar(at)univ·ox·ac·uk”>Estates Bursar
Total Assets Invested (all shares) £63m
Arms shares as % of total investments ?
Information refers to June 2008
Send an email to: Ian Thompson, Finance Bursar
US arms company shareholdings:
Total Assets Invested (all shares) £24m
Arms shares as % of total investments 0.8
NB- The College also invests in undisclosed pooled funds.
Information refers to March 2008
Send an email to: Stephen Palmer, Bursar
Total Assets Invested (all shares) £19m
Information refers to August 2006
Send an email to: R G Smethurst, Provost
Total Assets Invested (all shares) 0
Information refers to March 2006
To verify information, email: Freedom Of information Officer
To register concerns, email: Paul Large, Director of Finance and Legal Services
Total Assets Invested (all shares) £13m
Information refers to March 2006
To verify information, email: Freedom of Information Officer
To register concerns, email: Andy Reynolds, Head of Financial Accounting
Shares held through University investment fund managers.
Total Assets Invested (all shares) £1.54m
Arms shares as % of total investments 1.3
Information refers to March 2008
To verify information, email: Samantha Hill, Complaints & Information disclosure Officer
To register concerns, email: Emma Woollard, Director of Finance
Investments are held in two undisclosed pooled funds which may contain arms company shares.
Total Assets Invested (all shares) £13m
Arms shares as % of total investments ?
Information refers to March 2006
To verify information, email: Claire McVeigh, Information Compliance Officer
To register concerns, email: Norman Bennett, Director of Finance
Total Assets Invested (all shares) £4.7m
Information refers to March 2006
To verify information, email: Lee Shailer, Freedom of Information Officer
To register concerns, email: David Savage, Director of Finance
Total Assets Invested (all shares) £15m
Arms shares as % of total investments 0
Information refers to February 2005
To verify information, email: Gordon Brown, Records Manager
To register concerns, email: Michael McCall, Director of Finance
Total Assets Invested (all shares) £38k
Information refers to July 2006
To verify information, email: Tony Haworth, Corporate Information Manager
Total Assets Invested (all shares) 0
Information refers to March 2006
To verify information, email: Wai Yan Cheung, Records Management Assistant
To register concerns, email: Simon Attwell, Director of Finance
US arms company shareholdings
UK arms company shares held directly as part of the Endowment Portfolio. US arms shares held via a pooled vehicle within this portfolio.
Total Assets Invested (all shares) £35.8m
Arms shares as % of total investments: 1.2
To verify information, email Matthew Zawadzki, Freedom of Information Officer. To register concerns, email Bob Rabone, Finance Director.
Information refers to March 2008
University does not have an ethical investment policy.
Total Assets Invested (all shares) £18m
Information refers to March 2006
To verify information, email: Helen Williamson, Information Governance Officer
To register concerns, email: Philip Severs, Director of Finance
US arms company shareholdings:
Total Assets Invested (all shares) £16m
*Arms shares as % of total investments 0.9
The University has an informal policy that proscribes investment in compnies related to tobacco. However, all the funds in which the University invests have ethical restrictions that proscribe investment in companies in which 5% or more of revenue is derived from tobacco, military or firearm-related industries.
Send an email to: Malcolm Ace, Director of Finance
US arms company shareholdings:
Shares held indirectly in the form of a trust fund with Invesco Maximum Income Fund.
Total Assets Invested (all shares) £11m
Information refers to March 2006
Send an email to: Andrew Haslehurst, Head of Accounts
Ethical investment policy in place that prohibits arms company investments.
Total Assets Invested (all shares) £2m
Information refers to September 2007
To verify information, email: D Watson, Quaestor and Factor
Total Assets Invested (all shares) £294,000
Information refers to March 2006
Send an email to: Catherine Lynagh, Finance Director
Total Assets Invested (all shares) £1.6
Arms shares as % of total investments 0
Infromation refers to March 2006
To verify information or register concerns, email: John Gordon, Director of Finance
Also invests in undisclosed pooled/tracker funds which may contain arms companies.
Total Assets Invested (all shares) £23m
Arms shares as % of total investments 1.0
Information refers to March 2006
To verify information, email: Jeanette Leiper, Freedom of Information Officer
To register concerns, email: D Coyle, Director of Finance
Total Assets Invested (all shares) £189k
Information refers to June 2006
Send an email to: Phil Williamson, Director of Planning and Finance
Total Assets Invested (all shares) £97m
Information refers to March 2006
To verify information, email: Brian Barnard, Freedom of Information Officer
To register concerns, email: David Sharkey, Director of Finance
US arms company shareholdings:
Total Assets Invested (all shares) £9,321,000
Arms shares as % of total investments 0.06
Information refers to May 2008
To verify information, email: P. V. Baker, Freedom of Information Officer
To register concerns, email: Allan Spencer, Director of Finance
Total Assets Invested (all shares) £8.1m
Arms shares as % of total investments 0.7
Information refers to June 2008
To verify information, email: Rowland Williams, University Records Manager
To register concerns, email: Phil Gough, Director of Finance
Total Assets Invested (all shares) £4.1m
Arms shares as % of total investments 0.01
Information refers to March 2008
To verify information, email: Freedom of Information Officer
To register concerns, email: Peter Hope, Director of Finance
Total Assets Invested (all shares) £10m
Information refers to March 2006
To verify information, email: Chris Hunt, Records and Information Manager
To register concerns, email: Dennis Jones, Pro Vice Chancellor (Resource Planning)
The College also invests in undisclosed pooled funds which may contain arms companies.
Total Assets Invested (all shares) ?
Information refers to March 2006
Formed when University of Wales, Lampeter and University of Wales, Trinity College Carmarthen merged in 2010.
To request information email: Sally Wilkinson, Head of Learning Resources
To verify information, email CE Charlton, University Secretary. To register concerns, email Rosie Drinkwater, Finance Director.
Information from March 2006.
Total Assets Invested (all shares) £400k
Information refers to July 2006
Send an email to: Frances Turko, Deputy University Secretary
Total Assets Invested (all shares) £95m
Information refers to March 2006
Send an email to: Katie Owen-Jones, Clerk to the Governors
BAE Systems £20,285
Total Assets Invested (all shares) £0.9m
Arms shares as % of total investments 2.2
Information refers to April 2008
To verify information, email: David Rigg, Secretary and Registrar
To register concerns, email: Donald Matheson, Director of Finance
Total Assets Invested (all shares) £1m
Information refers to July 2008
To verify information, email: Simon Lock, Records Manager
To register concerns, email: Phil Harding, Finance Director
Total Assets Invested (all shares) ?
Information refers to March 2006
To verify information, email: David Farley, Freedom of Information Officer
To register concerns, email: Simon Cowhig, Director of Finance
Total Assets Invested (all shares) 0
Information refers to March 2006
Send an email to: Stephen Hicks, Head of Finance
Outside of the Pension Scheme, York University invests in M&G Charifund Units, which have holdings in GKN Group, however no further details provided.
Total Assets Invested (all shares) £330m
Arms shares as % of total investments 0.3
Information refers to March 2008
To verify information, email: Dr. Charles Fonge, Records Management Officer
To register concerns, email: Graham Gilbert, Director of Finance
University is currently drafting an ethical framework policy.
Total Assets Invested (all shares) 0
Information refers to March 2006
Send an email to: Alona Duff, Finance Officer
