Sarah Rundell, Author at Top1000funds.com

Investor Profile

After the horror of 2022, UTIMCO says asset classes set to do well

It’s possible that a traditional 60:40 passive portfolio could get close to a target return of 7-8 per cent this year in a trajectory not seen for the last 12 years, according to Rich Hall, CIO of $65 billion University of Texas endowment.

Sarah RundellJanuary 12, 2023

Asset Allocation

Active, in-house and sustainability: The driving factors at AP3

AP3’s ability to actively benefit from volatile markets is rooted in a reform process undertaken by CIO Pablo Bernengo, replacing decade-old, separate alpha and beta allocations with a traditional asset class structures but avoiding silos. Active risk and sustainability go hand in hand, he says, and is a 2023 focus.

Sarah RundellJanuary 10, 2023

Uncategorised posts

OECD flags enduring obstacles to illiquid investment

A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.

Sarah RundellJanuary 5, 2023

Featured Story

Global SWF: GIC leads; oil fuels Gulf funds and hedge funds give refuge

Singapore’s GIC invested more than any other SWF last year and fuelled by buoyant oil revenues, Gulf SWFs have had and are expected to continue their investment rampage. Elsewhere, hedge funds have proved one of the most successful allocations, particularly for ADIA, says Global SWF in its annual report.

Sarah RundellJanuary 3, 2023

Asset Allocation

TRS defends struggling risk parity allocation for now

A recent board meeting at TRS discussed challenges in the $11 billion risk parity allocation. However, predicting stymied economic growth and continued inflation ahead, the asset class is likely to do better going forward

Sarah RundellJanuary 3, 2023

Asset Allocation

USS: Low leverage and US exposure helped navigate UK bond market turmoil

Speaking at USS’s 2022 Institutions’ Meeting, Simon Pilcher told stakeholders that the asset manager had navigated market turmoil in the UK bond market by having less leverage than peer funds and diversification, explaining USS also hedges inflation and interest rate risk with US bonds.

Sarah RundellDecember 21, 2022

Sarah Rundell

The latest

Investor Profile

After the horror of 2022, UTIMCO says asset classes set to do well

Asset Allocation

Active, in-house and sustainability: The driving factors at AP3

Uncategorised posts

OECD flags enduring obstacles to illiquid investment

Featured Story

Global SWF: GIC leads; oil fuels Gulf funds and hedge funds give refuge

Asset Allocation

TRS defends struggling risk parity allocation for now

Asset Allocation

USS: Low leverage and US exposure helped navigate UK bond market turmoil

University of Texas/Texas A&M Investment Company (UTIMCO)

Swedish Fund Selection Agency

AMP

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