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AIC to host new webinar series

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15 June 2020

Investment trusts explained.

The Association of Investment Companies (AIC) is to host a new live webinar series, Investment trusts explained.

Four 45-minute webinars will be held between 9 and 21 July and are designed to provide an accessible, practical introduction to investment trusts for financial advisers and wealth managers. Those interested can sign up for all four webinars, or as many as they wish.

The live webinars are free to attend and are aimed at financial advisers, paraplanners and wealth managers who want to understand more about investment trusts. The webinars will feature presentations as well as opportunities to engage and interact through questions and polls.

Led by Nick Britton, Head of Intermediary Communications, each webinar will provide up to 45 minutes of structured CPD and is accredited by the Chartered Insurance Institute (CII) and Chartered Institute for Securities & Investment (CISI). The overall learning objectives for the webinar series are as follows:

  • Explain the differences between investment trusts and open-ended funds, and what they mean for the investor
  • Describe the main functions of investment trusts in financial planning
  • Identify the key metrics needed to analyse investment trusts, and understand how to interpret them

Each webinar has its own learning objectives and full details can be viewed here.

Commenting on the webinars, Nick Britton, Head of Intermediary Communications at the Association of Investment Companies (AIC), said: “Like everyone else, we have been looking for ways to continue doing what we do without being able to meet face to face. While we’re sorry not to be able to provide our branded jelly beans at these webinars, we can at least save advisers a journey.

“The series of four webinars will provide a good grounding in investment trusts for those unfamiliar with the sector, as well as an update for those who feel in need of a refresher. We’ll be covering topics including the radically different structure of investment trusts, how real-life advisers actually use investment trusts and the impact of COVID-19 on the industry.”

To reserve a place at any or all of the webinars, please use the online registration form.

Investment trusts explained: a series of four webinars

Webinar

Title and details

Date

Time

#1

Is it a fund, is it a company...?

In this session, we look at the radically different structure of investment trusts. What does being ‘closed-ended’ really mean for an investment trust and its investors? Register here

Thursday 9 July 2020

11:00

#2

What to use them for

Why bother with investment trusts? We look at how investment trusts may be relevant for your clients and what they offer that you can't get elsewhere. Register here

Tuesday 14 July 2020

11:00

#3

But aren't they risky?

Investment trusts are often perceived as being risky by advisers. So what's the reality? We inspect potential sources of risk such as discounts and premiums, gearing and liquidity. Register here

Tuesday 16 July 2020

11:00

#4

Expert research tips

We explain how to research and select investment trusts from the 300 or so out there. We’ll also take a look at how to research investment trusts using the free tools on the AIC’s website. Register here

Tuesday 21 July 2020

11:00

-Ends-

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Notes

  1. The Association of Investment Companies (AIC) was founded in 1932 to represent the interests of the investment trust industry – the oldest form of collective investment. Today, the AIC represents a broad range of closed-ended investment companies, incorporating investment trusts and other closed-ended investment companies and VCTs. The AIC’s members believe that the industry is best served if it is united and speaks with one voice. The AIC’s mission statement is to help members add value for shareholders over the longer term. As at the end of May, the AIC had 361 members and the industry had total assets of approximately £197 billion.
  2. Disclaimer: The information contained in this press release does not constitute investment advice or personal recommendation and it is not an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance. The value of investment company shares, and the income from them, can fall as well as rise. You may not get back the full amount invested and, in some cases, nothing at all.
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