Sarah Rundell, Author at Top1000Funds.com

The latest

articleSustainability in Practice - September 2021

Renewable portfolios outperform fossil fuels

A joint report by the International Energy Agency and the Centre for Climate Finance & Investment at Imperial College examines the risk and return proposition in energy transitions. Across all portfolios examined, renewable power generated higher total returns relative to fossil fuel.

articleSustainability in Practice - September 2021

How AP4 integrates sustainability in alternatives

AP4’s head of alternatives Jenny Askfelt Ruud discusses how the pension fund integrates sustainability in its alternatives portfolio which includes avoiding investments in some sectors in line with its decarbonisation strategy and investing in sustainability themes by finding companies that are driving the transition with new technologies and services.

articleSustainability in Practice - September 2021

The challenge of scenario analysis

Scenario analysis shows that the ability of pension funds to pay their pensions will be severely impacted by climate. But a discussion between asset owners at Sustainability in Practice revealed the challenges in the process.

articleSustainability in Practice - September 2021

Robeco eyes policy response

Policy makers response is the next pivotal step in sustainable investmen according to Victor Verberk, CIO fixed income and sustainability at Robeco. He predicts that policy makers reaction will appear via taxes or import tariffs with a “devastating impact” on companies that will create winners and losers.

articleSustainability in Practice - September 2021

Portfolio alignment metrics: Investor scepticism

Portfolio alignment is a hot topic and key area of focus for the TCFD and COP26 private finance team. But what is it really telling us and how will it influence investment decisions?

articleSustainability in Practice - September 2021

Asset owners talk sustainability in infrastructure

Asset owners’ seeking to achieve net zero in their infrastructure allocations should embark on detailed strategic planning, set interim targets and ensure transparent insight and regular reporting. Strong leadership and clear governance frameworks are also essential - all the while fulfilling fiduciary responsibility to seek superior long-term returns.

articleSustainability in Practice - September 2021

Net zero pledge creates opportunity in China

China’s pledge to achieve carbon neutrality by 2060 will require radical change and formidable challenges lie ahead. But as delegates at the Sustainability in Practice event heard, investment opportunities include renewables, electric vehicles and energy storage.

articleSustainability in Practice - September 2021

The value in natural capital

Nature is increasingly viewed as an economic asset, or natural capital. Identifying the natural capital assets that can be used most effectively to offset carbon, such as land and forestry, can provide a real advantage in the path to decarbonising investment portfolios.

<1of63>