Ref No (click to see in context) | WFD/WT/5 |
Title | Westfield Trust Investment Committee |
Level | Series |
Date | 1989-2009 |
Extent | 3.5 boxes |
Description | This series contains minutes and associated papers of the Westfield Trust Investment Committee, 1990-2008; and correspondence relating to the management of the Trust's finances and accounts, 1989-2009.
Topics covered in the minutes include valuations and analysis of the portfolio, Laing & Cruickshank and UBS, endowment funds, accounts and finances, investments, income, planned expenditure, and current trends. |
Admin History | The Westfield Trust Investments Committee was established during the first meeting of the Westfield Trust. Its terms of reference were to manage all investments held by the Westfield Trust with the assistance of Investment Managers. The Committee reported to the Trust and regularly reviewed any accumulated income and considered investment of any monies surplus to current requirements.
Chairman of Committee: Stanley H. Wright, 1990-2005; Alicia Jolles, 2005-2008. |
Arrangement | Minutes are arranged chronologically, and then followed by a file of correspondence. |
Access Status | Open |