Sarah Rundell, Author at Top1000funds.com

Investor Profile

The benefits of external investments: UK’s pooled fund backs outsourcing

Other LGPS pools in the UK have appointed CIOs, risk officers and internal teams but the £56 billion ACCESS pool has outsourced all aspects of investments and will remain externally managed. It's now looking for managers as it pools illiquid assets in private equity, private debt, infrastructure and real estate.

Sarah RundellAugust 9, 2022

Asset Allocation

GPIF feels equity’s wrath; active equity reboot

Japan's GPIF feels the heat of see-sawing global equity markets in its latest quarterly results while the latest annual review reveals a shakeup in global active equity allocations in search of more manager diversification.

Sarah RundellAugust 8, 2022

Investor Profile

New York State Common’s CIO on Russia, PE and diversity

Investments at New York State Common Retirement Fund, one of the largest pension funds in the US that also boasts a near fully-funded status is run by Anastasia Titarchuk. In an interview with Top1000funds.com she shares her investment outlook, thoughts on private equity and the importance of diversity.

Sarah RundellAugust 1, 2022

Technology

APG talks crypto: Those who got rich in the gold rush didn’t do the digging

APG’s chief economist Thijs Knaap and senior strategist Charles Kalshoven lay out the case for not investing in crypto. They find that only an expected return of 25% pa would make it worthwhile and even then there’s no cashflows. They argue pension funds can afford to ignore this asset.

Sarah RundellJuly 28, 2022

Governance

Alaska’s recruitment challenges threaten performance and reputation

Recruitment and retention of investment and operations staff at the $79.4 billion Alaska Permanent Fund Corporation is now so acute the fund is exposed to operational risk with potential adverse impacts on performance and corporate reputation.

Sarah RundellJuly 19, 2022

Featured Story

CDPQ’s infrastructure portfolio forges ahead with bet on Middle East growth

CDPQ’s large and growing infrastructure portfolio deliberately hunts large, direct investments in new geographies where returns come from generating growth in the underlying companies. Top1000funds.com talks to Emmanuel Jaclot, executive vice-president, and head of infrastructure in an interview from CDPQ’s Montreal headquarters.

Sarah RundellJuly 19, 2022

Sarah Rundell

The latest

Investor Profile

The benefits of external investments: UK’s pooled fund backs outsourcing

Asset Allocation

GPIF feels equity’s wrath; active equity reboot

Investor Profile

New York State Common’s CIO on Russia, PE and diversity

Technology

APG talks crypto: Those who got rich in the gold rush didn’t do the digging

Governance

Alaska’s recruitment challenges threaten performance and reputation

Featured Story

CDPQ’s infrastructure portfolio forges ahead with bet on Middle East growth

California Public Employees Retirement System (CalPERS)

Norges Bank Investment Management

AIMCo

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