Sarah Rundell

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Overruns biggest peril in mega infrastructure

The biggest challenge when it comes to investing in mega greenfield infrastructure projects is cost overruns, explains Bent Flyvbjerg, First BT Professor and Chair of Major Programme Management at the University of Oxford’s BT Centre for Major Programme Management, speaking at the Fiduciary Investors Symposium at Oxford University’s Rhodes House. It’s not hard to find

Alternative investments grow in attractiveness

Alternative investments have become a valuable income stream and liability matching tool at UK pension fund Centrica says Chetan Ghosh, Chief investment Officer at the £6.7 billion pension fund. With current gilt yields making liability matching expensive, the fund has begun investing in alternative strategies that include solar panel installations benefiting from the government’s Feed-in-Tariff,

Strong governance begins with robust culture and teams in place

Keith Ambachtsheer, Director Emeritus, Rotman International Centre for Pension Management argues that good governance begins with having “the right team in the room.” This means robust human resource teams, the ability to address issues around understaffing and raising the effectiveness of board members. “Board governance is still a work in progress today,” he argues, speaking

Experts mull strategies in slow growth climate

Speaking at the Fiduciary Investors Symposium at Oxford University’s Rhodes House Fiona Trafford-Walker, director of consulting at Frontier Advisors argues that Australian investors are operating in a changed environment and need to “get used to slower economic growth.” Speaking as part of an expert panel on how the continued environment of slow growth and low

Institutions look to hedge funds to meet portfolio expectations

“Do hedge funds make sense?” asks Jean-Marc Stenger, chief investment officer for alternative investments at Lyxor Asset Management speaking at the Fiduciary Investors Symposium at Oxford University’s Rhodes House. Hedge fund assets may have reached a record $3 trillion in 2014 but the decision by a number of high profile pension funds to drop hedge funds from

Macro diversification: How do investors diversify risk?

“Geopolitics does matter and how to navigate geopolitical events on a portfolio is challenging,” argues Tom Clarke, partner and portfolio manager at William Blair speaking at the Fiduciary Investors Symposium at Rhodes House, Oxford University. In a session dedicated to macro strategies for investors to best navigate today’s complex investment universe and diversify risk, Clarke argues that “hiding” from