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Helen Roberts

Helen Roberts. NAPF. DB Investments. Equity investment is down to 30%, fixed income unchanged at 40% and ‘other’ up to 30%. UK equity allocation is 8.8%. Among ‘other’, most common new investments were commercial real estate (24% of schemes) and infrastructure (17%).

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Helen Roberts

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  1. Helen Roberts NAPF

  2. DB Investments • Equity investment is down to 30%, fixed income unchanged at 40% and ‘other’ up to 30%. UK equity allocation is 8.8%. • Among ‘other’, most common new investments were commercial real estate (24% of schemes) and infrastructure (17%). • 39% reported they had increased appetite for liability matching assets.

  3. Asset allocation

  4. Investment in alternatives Which of these alternatives to index-linked gilts have you invested in? Source: NAPF Annual Survey 2013

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