Edinburgh Investment Trust Annual General Meeting

Global investment trusts offer access to opportunities across the world. But where are our global trust managers seeing the best opportunities at the moment? And how are they trying to achieve diversification while also delivering attractive returns? We found out at the Investment Company Showcase. Watch the full panel session here: https://lnkd.in/egrEmb4Z Craig Baker Simon Barnard, CFA Jamie Ross, CFA Alliance Witan WTW Alisha Desai Mark Atkinson Smithson Investment Trust Fundsmith LLP The Bankers Investment Trust PLC Janus Henderson Investors Janus Henderson Group PLC Janus Henderson Investment Trusts, UK Alexis Barling Harriet Hall Annabel Brodie-Smith Vanessa Booth Nick Britton, CFA, MCSI Nick Gardner Juliet Webber Richard Stone #aicshowcase #investmenttrusts #investmentcompanies #investing

Simon Barnard, the Portfolio Manager of Smithson Investment Trust, has recently participated as a panellist in The Association of Investment Companies (AIC) “Go Anywhere Portfolios” discussion. Discover where he is identifying the best investment opportunities worldwide by following this link: https://lnkd.in/ev_s6DXC Capital at risk. #SmithsonInvestmentTrust #Fundsmith #InvestmentOpportunities #AIC #PortfolioManagement #InvestmentTrusts #Finance #GoAnywherePortfolios

The $172 billion Washington State Investment Board (WSIB) approved another $300 million in commitments to Chicago-based private equity firm GTCR at trustees’ Nov. 21 board meeting. Details on how this builds on the PE program below. https://lnkd.in/gQ76SqXF

Mark Wiseman, Global Investment Manager, speaks to Sean CARNEY, Partner, on Hillhouse Investment’s private equity team, about the challenges to long termism in global investment. Mark and Sean outline the issues investors face in today’s fast-evolving macro environment and discuss the implications for private equity investment, portfolio allocation, risk management and the performance of private markets. Find out more: https://lnkd.in/gyTZfePF

For those of you that were not in the room - YOU should have been! Here's an article from Investment Week Private Markets Focus event, the other week. For those of you/asset managers leaning, peering in or peeking round the corner at this space be it domestically or globally, there are worst things you could do than speak to us, others have, and no longer have FOMO. You know where you can find us. #marketresearch #privatemarkets

Mark McFee, our Editorial and Insights Director, took part in Investment Week's Private Markets Focus event a couple of weeks ago alongside representatives from Schroders, GAM Investments, Gravis and M&G Investments. The consensus was that we are currently at the 'Tip of the iceberg' for UK wealth allocations into the sector, progress is 'significant', but there is still a huge requirement for education! Read on to find out more about what was discussed: https://lnkd.in/emSphAYW #privatemarkets #panelevent #assetmanagement #financialresearch

Time flies and the WM Nexus Autumn Investment Trends Forum is next Tuesday (24th) 🍂 I even get to share the stage with Edward McDonald and Ian Clarke Chartered MCSI for our panel discussing "The Challenges & Opportunities of a Private Markets Offering for Private Clients" ⏲ If you are also attending, please do get in touch. 📣 #PrivateWealthFinance #FamilyOffices #WealthManagement #PrivateMarkets #DAFs #LTAFs 💡 Alina Legendi Wendy Marston Ed Hicks Jaya Gupta Addleshaw Goddard

Congratulations to #SamanthaJones on achieving the Chartered Investment Manager (CIM®) designation. The CIM® designation is the industry standard for discretionary investment and portfolio management services which qualifies me to evaluate and manage all aspects of a client investment portfolio. This is an important step in building continuity within the team practice and ensuring YOU, our clients, receive the same quality advice and investment solutions. #wealth #wealthmanagement #advisor #invest

The reduction in the number of listed investment companies and listed investment trusts is just an indication of sector evolution. https://ow.ly/UZPZ50S96KW Ian Irvine Australian Shareholders' Association LICAT - Listed Investment Companies & Trusts Association #SMSF #financialplanning #smstrusteenews #smsfinvestors

In a wide-ranging discussion at the Fiduciary Investors Symposium at Oxford, CFA Institute chief executive Margaret Franklin, CFA, and global head of content at WTW Roger Urwin, examined some of the challenges the investment industry faces and the need for evolution. https://lnkd.in/g53k_Vsw #cfa #wtw #FiduciaryInvestorsSymposium