Sarah Rundell, Author at Top1000funds.com

Investor Profile

How the tech surge has hit active management at Denmark’s AP Pension

The active equity strategy of Denmark’s €23 billion AP Pension – which focuses on a narrow exposure to a small set of high conviction, quality companies - has been hit by the surge in tech stocks, none more so than Nvidia. Investment director Pernille Jessen explains the problem.

Sarah RundellAugust 20, 2024

Investor Profile

USS swings into surplus but flags re-think after Thames losses

USS says losses in Thames Water have led to deep reflection on how it will invest in regulated assets in the future, flagging the need for consistent regulation to support pension fund investment. As the fund celebrates its 50th year it records a surplus for the first time since 2008.

Sarah RundellAugust 15, 2024

Featured Story

UK’s GMPF: Why institutional investors are pushing into the rental market

A chronic shortage of housing in the UK has resulted in long waiting lists for social housing and young people left priced out of ownership. The experience of the Greater Manchester Pension Fund, investing more in the sector, provides lessons for other investors in jurisdictions with a housing shortage.

Sarah RundellAugust 13, 2024

Investor Profile

GPIF finds gaps in manager engagement with Japanese corporates

The annual survey by Japan’s 245.98 trillion yen ($1.5 trillion) Government Pension Investment Fund, measuring asset manager engagement of listed companies, finds purposeful and constructive dialogue between investors and companies remains challenging. Lacklustre asset manager engagement with investee companies comes as GPIF seeks to widen its manager pool.

Sarah RundellAugust 13, 2024

Investor Profile

Thailand’s GPF – where sustainability is more important than returns

Thailand’s GPF is a regional leader in ESG integration. Top1000funds.com talks to Man Juttijudata, responsible for GPF’s active investment and outsourced investments about the challenges – like how to treat EV companies – and how uses fund managers for nuanced assessment.

Sarah RundellAugust 8, 2024

Featured Story

Texas Teachers’ growing pressure on hedge fund fees is working

TRS is pioneering efforts to change the fee structure in hedge funds. CIO Jase Auby says new fee models now apply to around two thirds of the pension fund's hedge fund relationships

Sarah RundellAugust 6, 2024

Sarah Rundell

The latest

Investor Profile

How the tech surge has hit active management at Denmark’s AP Pension

Investor Profile

USS swings into surplus but flags re-think after Thames losses

Featured Story

UK’s GMPF: Why institutional investors are pushing into the rental market

Investor Profile

GPIF finds gaps in manager engagement with Japanese corporates

Investor Profile

Thailand’s GPF – where sustainability is more important than returns

Featured Story

Texas Teachers’ growing pressure on hedge fund fees is working

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

Norges Bank Investment Management

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