WE HAVE TRUST ISSUES: BARRIERS TO USING INVESTMENT COMPANIES ON PLATFORMS

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July 2018

WE HAVE TRUST ISSUES: BARRIERS TO USING INVESTMENT COMPANIES ON PLATFORMS

Good news first: adviser use of investment companies is increasing and very nearly hit the beautiful billion pound mark in 2017. But here’s the reality check: advisers put more than sixty-three times that amount into open-ended funds over the same period.

The fact is that something is keeping advisers from truly embracing investment companies, or closed-end funds, (investment trusts, venture capital trusts and offshore investment trusts).

This paper is all about identifying those barriers and determining which are real and which are founded on myths and misunderstandings. You might be surprised at some of our findings!

Grounded in exclusive lang cat data, in-depth analysis and our regular discussions with advisers, whether you work with investment companies or not, there’s something in there for you.

We’ve had a (cat’s) eye on this issue for a while and we’re not the only ones. We’re grateful to the Association of Investment Companies (the AIC) for sponsoring this paper. However, our findings are just that – our findings and that will never change. It’s 100% lang cat, 100% of the time.

NO BARRIER WILL KEEP ME FROM READING THIS PAPER!

That’s the spirit! It’s free to download and we read a GDPR leaflet so we’re good with looking after your personal data and all that.

If you have an account already set up, just log in and download. Your copy will be safely stored with all your other downloads in your account. If you don’t already have an account (why?), just follow the instructions and you’ll soon be up and running.

Once you’ve checked out you’ll see a link to download your copy of the paper. It’s quite small, but it is there. You’ll also get your link by email. Don’t forget to check your Spam and Clutter folders if it doesn’t appear in your Inbox.

We hope you enjoy the paper. If you’ve got an opinion you want to share, we’d love to hear from you.