Role

Head of Pensions Investments and Treasury

2 stories · 1 council

Sutton Pension Fund's investment performance and responsible investment policy are current focuses for the Head of Pensions Investments and Treasury.

The Sutton Pension Fund's investment performance is a key area of discussion, with its value decreasing by £25 million and underperforming its benchmark in the quarter ending March 2026. Katherine Gray, Head of Pensions Investments and Treasury, informed the Pension Board in July 2026 that geopolitical uncertainty, including the Iran conflict, and rising energy prices significantly influenced this underperformance.

Separately, the Sutton Pension Fund's responsible investment policy was revised and approved by the Pension Board in March 2026. Catherine Gray, Head of Pensions Investments and Treasury, presented the updated policy, which prioritises an engagement-led strategy and considers divestment only as a last resort. This revision was prompted by the Fit for the Future reforms.

Key facts

  1. Sutton Pension Fund's value decreased by £25 million in the quarter ending March 2026. Source
  2. Katherine Gray, Head of Pensions Investments and Treasury, informed the Pension Board about underperformance in July 2026. Source
  3. The Pension Board approved a revised responsible investment policy in March 2026. Source
  4. Catherine Gray, Head of Pensions Investments and Treasury, presented the revised policy in March 2026. Source
  5. The revised policy prioritises an engagement-led strategy, with divestment as a last resort. Source
About this summary

This summary was written automatically from our published stories and the council meeting records they draw on. It describes what councils have discussed and decided; it does not take a view on any decision. Each key fact links to the story it comes from. Updated 30 September 2026. Spotted a mistake? Email community@opencouncil.network.

Latest stories

  1. Sutton Pension Fund Investment Performance Lags Benchmark in Latest Quarter The Sutton Pension Fund experienced a challenging quarter ending March 31, 2026, with its value decreasing by £25 million and underperforming its benchmark. Katherine Gray, Head... Sutton 18 July 2026
  2. Sutton Pension Fund strengthens responsible investment policy Sutton Pension Fund has bolstered its commitment to responsible investment by approving a revised policy that prioritises an engagement-led strategy. The new policy, unanimously... Sutton 22 March 2026