FE fundinfo shortlisted for Money Marketing Award

𝗥𝗥𝗖'𝘀 𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵: 𝗖𝗜𝗧𝘀 As summer winds down, we invite you to share your insights in our brief survey on Collective Investment Trusts (CITs). Your feedback will contribute to a deeper understanding of CITs and their impact on the industry. 𝗧𝗶𝗺𝗲: Less than 5 minutes 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲: September 30th 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 & 𝘼𝙣𝙤𝙣𝙮𝙢𝙤𝙪𝙨 Share your opinion on the future of CITs here: https://lnkd.in/ep_Py4eJ

𝗥𝗥𝗖'𝘀 𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵: 𝗖𝗜𝗧𝘀 As summer winds down, we invite you to share your insights in our brief survey on Collective Investment Trusts (CITs). Your feedback will contribute to a deeper understanding of CITs and their impact on the industry. 𝗧𝗶𝗺𝗲: Less than 5 minutes 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲: September 30th 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 & 𝘼𝙣𝙤𝙣𝙮𝙢𝙤𝙪𝙨 Share your opinion on the future of CITs here:  https://lnkd.in/ep_Py4eJ

This year’s Investment Adviser Industry Snapshot again paints a picture of a vibrant and vital industry: the industry continued to grow, and individual investors are increasingly seeing the value of the fiduciary advice offered by investment advisers. See what’s changed: https://lnkd.in/eW48JzRS

A full house this morning for Investment Week's Private Markets event at The Ned in London. Our speakers from Research in Finance, Gravis, Schroders, M&G Investments and GAM Investments will be discussing their perspectives on the outlook for private markets for this year and beyond. If you're interested in being involved in our 2025 Private Markets events, get in touch today. Katrina Lloyd #privatemarkets #privateassets #privateequity #privatecredit #investmentevents

Discover how smaller institutions are navigating the complexities of alternative investments in Steven Brod's recent Forbes Finance Council article. Steven highlights key considerations for these smaller institutional investors, which include limited resources, high operational costs, and the need to efficiently deploy assets while keeping costs under control. Alternative investment platforms allow smaller investors to access opportunities more efficiently and at a reduced cost, democratizing the investment landscape. Read more about how strategic shifts and innovative platforms are empowering institutions of all sizes to enhance returns and manage risks effectively: https://lnkd.in/gWJVdtbX #alternativeinvestments #privateequity #institutionalinvesting #investmentstrategies For registered investment advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q

Discover how smaller institutions are navigating the complexities of alternative investments in Steven Brod's recent Forbes Finance Council article. Steven highlights key considerations for these smaller institutional investors, which include limited resources, high operational costs, and the need to efficiently deploy assets while keeping costs under control. Alternative investment platforms allow smaller investors to access opportunities more efficiently and at a reduced cost, democratizing the investment landscape. Read more about how strategic shifts and innovative platforms are empowering institutions of all sizes to enhance returns and manage risks effectively: https://lnkd.in/gWJVdtbX #alternativeinvestments #privateequity #institutionalinvesting #investmentstrategies For registered investment advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q

Discover how smaller institutions are navigating the complexities of alternative investments in Steven Brod's recent Forbes Finance Council article. Steven highlights key considerations for these smaller institutional investors, which include limited resources, high operational costs, and the need to efficiently deploy assets while keeping costs under control. Alternative investment platforms allow smaller investors to access opportunities more efficiently and at a reduced cost, democratizing the investment landscape. Read more about how strategic shifts and innovative platforms are empowering institutions of all sizes to enhance returns and manage risks effectively: https://lnkd.in/gWJVdtbX #alternativeinvestments #privateequity #institutionalinvesting #investmentstrategies For registered investment advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q

Here comes the next RiF webinar! Tune in on 18th April to hear some of our latest insights on UK investor sentiment towards investment trusts

Investment & Pensions Europe (IPE) latest UK country report contains an article on The Investor Forum CIC's work on bridging gaps between investors and companies. Moving forward, we recognise the importance of prioritising the exceptional quality of connections in the UK market, steering away from a mere tick box culture. Our shared commitment to value creation unites the investment chain. The Investor Forum aims to cultivate a collaborative environment, focusing on the exchange of ideas and initiatives that can lead to practical outcomes and strengthen connections. These relationships are not static; they are dynamic and require continuous adaptation and reassessment to effectively respond to market demands.   We need this important dialogue to continue. If you're interested in learning more or exploring how you can participate, please don't hesitate to reach out. Or if you'd like to read findings from ‘Shaping Tomorrow’s Dialogues' report (https://lnkd.in/efWPdayw) which examines four key dialogues critical to the relationship between companies and investors: Investor Relations, Governance and Voting, Audit and Assurance, and Sustainability. Tim Shanagher Tom Straker Saul Chambers #investors #buildingbridges #capitalmarkets #UKplc #FTSE

Our guide to investing in UK micro-caps details how investment trusts can provide investors with access to the high-growth UK micro-cap sector, where companies have consistently outperformed their larger-cap counterparts over the long term. Read the full guide here: https://lnkd.in/eebD6b2i Capital at risk.