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This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
The Association of Investment Companies (AIC) is to host a new live webinar series, Investment trusts explained.
Four 45-minute webinars will be held between 9 and 21 July and are designed to provide an accessible, practical introduction to investment trusts for financial advisers and wealth managers. Those interested can sign up for all four webinars, or as many as they wish.
The live webinars are free to attend and are aimed at financial advisers, paraplanners and wealth managers who want to understand more about investment trusts. The webinars will feature presentations as well as opportunities to engage and interact through questions and polls.
Led by Nick Britton, Head of Intermediary Communications, each webinar will provide up to 45 minutes of structured CPD and is accredited by the Chartered Insurance Institute (CII) and Chartered Institute for Securities & Investment (CISI). The overall learning objectives for the webinar series are as follows:
- Explain the differences between investment trusts and open-ended funds, and what they mean for the investor
- Describe the main functions of investment trusts in financial planning
- Identify the key metrics needed to analyse investment trusts, and understand how to interpret them
Each webinar has its own learning objectives and full details can be viewed here.
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