Research library

Our research aims to help you understand market trends, investor attitudes and best practice within the investment company industry. Occasionally we’ll feature third-party research that offers useful insights.

Quilter Cheviot

Quilter Cheviot engagement programme: investment trusts revisited

An update on the wealth manager’s stance on investment trust governance.

barometer thumbnail

Barometer – Q3 2026

Our quarterly publication designed to provide a clear and concise overview of key data and trends across the investment company sector.

Cover-cake shareholder ownership

The ownership of investment companies (February 2026)

Wealth managers’ share of investment companies has held steady, while private investors’ share has increased.

Marketing-teamwork

Results of our marketing survey of AIC members

Our research reveals what marketing activities investment companies are doing, and how they are funded.

“The market for investment companies doesn’t stand still. It’s vital that we keep our members informed of emerging trends so they can make the best possible decisions. Our research also helps us promote investment companies by creating newsworthy stories.”

Nick Britton, Research and Content Director

Nick Britton