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.
How financial advisers use investment companies with clients
6 August 2020
Investment companies (investment trusts) can be used to benefit a range of clients seeking income, growth or both. In these case studies, advisers describe how they use investment companies to help clients meet their financial goals.
Unquoted allocations
3 July 2020
Using research from Pantheon, David Prosser examines the benefits of including private equity investment companies in your portfolio.
COVID-19: Investment company views on the UK, Asia and Europe
3 July 2020
Hugh Young, Aberdeen Standard Asia Focus, Gervais Williams, Diverse Income Trust, and Francesco Conte, JPMorgan European Smaller Companies, discuss the effect of COVID-19 and their outlook for the regions in which they invest.
COVID-19: A view from the UK, US, Europe, Asia and Japan
30 June 2020
Investment company managers share outlooks from around the world.
Dependable dividends
26 June 2020
David Prosser examines the income advantages of investment companies and dividend resilience in the current climate.
Alliance Trust - From the Manager’s desk: Hugh Sergeant
24 June 2020
Hugh Sergeant, CIO of Equities, River & Mercantile Asset Management, talks about his approach to investing as an Alliance Trust Stock Picker, opportune stock-picking openings and his outlook for the rest of the year.
Alliance Trust - From the Manager’s Desk: Andy Headley
24 June 2020
Andy Headley, Global Head of Strategy, Veritas Asset Management, discusses how he’s repositioned his sleeve of the Alliance Trust portfolio in the light of the Covid-19 crisis.
Making corporate reporting more effective and transparent
24 June 2020
AIC responds to the Reforming Regulation Initiative.
Winners of the AIC Shareholder Communication Awards 2020
23 June 2020
The industry’s most outstanding communicators are recognised.
A league of their own
19 June 2020
David Prosser looks at new research from interactive investor which shows investment companies outperforming funds and at lower costs.
Shin Nippon – Manager Insights – June 2020
18 June 2020
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC, explains how Covid-19 will accelerate changes in the behaviour and working practices of corporate Japan and why this should result in numerous growth opportunities for fast-growing, nimble and disruptive smaller business.
Recorded June 2020.
AIC to host new webinar series
15 June 2020
Investment trusts explained.
Inflation or deflation
15 June 2020
What will be the longer-term impact of COVID-19?
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Why advisers use investment trusts
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