Welcome to the AIC’s financial adviser centre. Here, you can access statistics, performance data, training, news, guides and videos on the investment company industry, including investment trusts and VCTs. All our services for financial advisers and wealth managers are free of charge and our CPD is accredited by professional bodies.
Financial advisers
The AIC and the lang cat
9 October 2019
Resources to help advisers use investment companies, all in one place.
How to overcome barriers to using investment companies on platforms, case studies, research, platform information and more.
Where do investment trusts fit into financial planning?
24 September 2019
While they’re not always well understood, investment trusts are highly relevant to today’s financial planners.
Securities Trust of Scotland – quarterly update September 2019
23 September 2019
Mark Whitehead explains why Europe is presenting some interesting opportunities for income investors.
Mark Whitehead explains why Europe is presenting some interesting opportunities for income investors.
Martin Currie Global Portfolio Trust – quarterly update September 2019
23 September 2019
Zehrid Osmani shares his thoughts on which businesses will thrive in the remainder of 2019 and beyond.
Zehrid Osmani shares his thoughts on which businesses will thrive in the remainder of 2019 and beyond.
Case closed
20 September 2019
David Prosser explains why the closed-ended investment company structure is a more suitable home for illiquid assets than their open-ended counterparts.
The only way is active?
13 September 2019
David Prosser dissects the all-too-common investment strategy debate.
Alliance Trust stock picker sheds light on his best ideas
12 September 2019
Ben Whitmore, one of Alliance Trust’s stock pickers and Head of Strategy, Value equities at Jupiter Asset Management, sheds light on the types of stocks he looks to invest in.
Ben Whitmore, one of Alliance Trust’s stock pickers and Head of Strategy, Value equities at Jupiter Asset Management, sheds light on the types of stocks he looks to invest in.
Hear why Bill Kanko adopts a contrarian approach to investing
12 September 2019
One of Alliance Trust’s expert stock pickers, Bill Kanko of Black Creek Investment Management, discusses the implications of geopolitical factors on the stock market and looks ahead to the next 12 months.
One of Alliance Trust’s expert stock pickers, Bill Kanko of Black Creek Investment Management, discusses the implications of geopolitical factors on the stock market and looks ahead to the next 12 months.
Introducing Alliance Trust’s new expert stock picker
12 September 2019
C.T. Fitzpatrick, Founder and Chief Investment Officer at Vulcan Value Partners (VVP), has joined the team at Alliance Trust as the 9th expert stock picker.
Japan: an undervalued opportunity?
9 September 2019
Investment company managers discuss their investment approach, where they are finding opportunities, the impact of the Rugby World Cup and Olympics, and their outlook for Japan.
Renewable energy investment companies
6 September 2019
Managers explain how wind farms, solar parks and energy storage are benefiting investors and the environment.
Infrastructure investment companies
6 September 2019
Find out how investing in roads, schools and railways helps produce attractive returns and grow the economy.
A sterling job?
6 September 2019
David Prosser discusses the impact of exchange rates and how the AIC’s Global sector could offer attractive opportunities.
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Learning zone
Face to face training
Find out about the AIC’s face to face training for financial advisers and wealth managers.
Adviser introduction to investment companies
Portfolio watchlist
Choose and store a selection of companies you can view and compare later.