The investment policy lead adviser at the UK’s National
Association of Pension Funds (NAPF) is to leave the organisation before the end
of the month, CIO has learned.
Helen Roberts, who joined the NAPF in January 2013, is to return to her financial roots and join fixed income manager ECM Asset Management.
ECM, which manages around $8 billion, is part of the larger US institution Wells Fargo. According to its website, ECM “specialises in the management of duration exposure and offers many strategies with very short duration”.
A spokesperson for the NAPF told CIO it is recruiting to fill Roberts’ position and thanked her for her “hard work and contribution” to the organisation and its members.
Roberts joined the NAPF from F&C Asset Management, where she had been head of government bonds for more than 13 years. Previously, she had been head of UK gilt and inflation-linked bonds at Hermes Investment Management.
At ECM, it is understood she is to take a more client-facing role and use her experience working with pension funds at the NAPF to help shape investment strategies.
She will begin the role in January.
Wells Fargo declined to comment.
Related content: Bond Managers ‘Averse’ to Holding Cash Despite Liquidity Fears & Too Fast, Too Furious: UK Pension Reform