Sarah Rundell, Author at Top1000funds.com

Featured Story

OPTrust prioritises diversification as tariffs bite

OPTrust's Peter Lindley says staying diversified is the best way for Canadian pension funds to navigate the impact of US tariffs and the looming trade war that has just ratcheted up since US President Donald Trump announced tariffs on Canadian steel and aluminium exports to the US.

Sarah RundellApril 8, 2025

News

CalPERS: Why investments in oil and gas groups are also climate solutions

CalPERS explains why some of its climate solution investments include allocations to oil and gas groups.

Sarah RundellMarch 27, 2025

News

CDPQ balances equity gains with real estate woes

Equity and infrastructure drove gains at C$473 billion ($329 billion) Caisse de Depot et Placement du Quebec, but “persistent headwinds” in real estate allocation given the fund’s above benchmark exposure to US offices in poorly performing cities New York and Chicago dragged down performance in 2024.

Sarah RundellMarch 18, 2025

Investor Profile

USS calls time on emissions reporting

USS has steadily reduced the carbon footprint of its portfolio but real world carbon intensity and global emissions have climbed relentlessly higher. Now the investor says it is going to focus more of its effort on engagement with policymakers than reporting its emissions.

Sarah RundellMarch 13, 2025

Investor Profile

Wellcome Trust’s cautious approach: Cash pile grows waiting for opportunity

Wellcome Trust is holding nearly 10 per cent of its £37.6 billion portfolio in cash and bonds as it waits for sufficiently interesting long-term investment opportunities to arise - namely a big fall in public equities that would absorb large-scale funds quickly.

Sarah RundellMarch 10, 2025

Investor Profile

Switzerland’s MPK taps gains in gold, equity and real estate

Stephan Bereuter, CIO of Switzerland's Migros-Pensionskasse (MPK) explains why he favours gold, and argues that after three years in the doldrums core real estate opportunities are starting to open up.

Sarah RundellMarch 6, 2025

Sarah Rundell

The latest

Featured Story

OPTrust prioritises diversification as tariffs bite

News

CalPERS: Why investments in oil and gas groups are also climate solutions

News

CDPQ balances equity gains with real estate woes

Investor Profile

USS calls time on emissions reporting

Investor Profile

Wellcome Trust’s cautious approach: Cash pile grows waiting for opportunity

Investor Profile

Switzerland’s MPK taps gains in gold, equity and real estate

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