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
Spotlight – June 2019
6 June 2019
This month, we were going to talk about how investment companies are meeting the challenge of climate change. We’re still doing that, but for some reason, we just felt like adding some stuff about how the closed-ended structure of investment companies works really well for illiquid assets. Not sure why.
The price is right
28 December 2018
David Prosser highlights continued efforts by the sector to cut and restructure fees.
What’s most important for your investment company in 2019?
23 December 2018
Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, explain why ignoring political noise and trade wars being resolved will be key to their success in 2019.
How is your portfolio positioned?
22 December 2018
Peter Spiller – Capital Gearing, explains why he is looking to inflation-linked investments to protect his portfolio from threats.
How are you approaching Brexit?
21 December 2018
Jean Roche – Schroder UK Mid Cap, discusses how online disruption and overseas earnings are helping to protect her UK portfolio from Brexit uncertainty.
Riding out the storm
21 December 2018
After a tough 2018, David Prosser looks at how investors can position themselves for 2019 and the part investment companies could play in managing volatility.
Which regions and sectors will be the winners and losers in 2019?
20 December 2018
Simon Edelsten – Mid Wynd International, explains why automation presents both an opportunity and a threat.
How did we do?
20 December 2018
AIC Chief Executive Ian Sayers looks back on 2018 and forward to the future.
Self-assessment
20 December 2018
Ian Cowie reflects on his personal portfolio's performance in 2018.
Spotlight – December 2018
20 December 2018
In this month’s Spotlight, we take stock of 2018 and ask what crazy and wonderful adventures might be in store for us in the New Year. Content includes articles by Ian Cowie and AIC CEO Ian Sayers as well of the results of this year's fund manager poll.
What are the key causes for concern in 2019?
19 December 2018
Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, explain why global debt levels and trade wars are major threats in 2019.
What are the key reasons for optimism in 2019?
19 December 2018
Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, discuss why low inflation and healthy consumer spending are reasons why investors could be optimistic about 2019.
Investment company 2018 review
18 December 2018
Industry outperforms in a challenging year while fee cuts accelerate.
