Sarah Rundell, Author at Top1000funds.com

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

Investor Profile

Temasek drops exposure to China on pandemic and property headwinds

Singapore's Temasek pares back on China in favour of local assets as pandemic restrictions bite. Temasek has been investing in China for 20 years and for the last decade it has been its best performing market, but CIO Rohit Sipahimalani thinks China may face challenges achieving its 2022 growth target.

Sarah RundellJuly 15, 2022

Investor Profile

San Bernardino tilts to US equity; informed rebalancing reaps rewards

San Bernardino County Employees’ Retirement Association, SBCERA, plans to increase its exposure to US equity in preparation for de-globalization trends. Sarah Rundell talks to CIO, Donald Pierce about asset allocation and the fund’s ‘informed rebalancing’ program.

Sarah RundellJuly 12, 2022

Sarah Rundell

The latest

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

Investor Profile

Temasek drops exposure to China on pandemic and property headwinds

Investor Profile

San Bernardino tilts to US equity; informed rebalancing reaps rewards

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