Investment companies, often known as investment trusts, give exposure to a huge range of assets. They have features which allow them to meet the needs of a wide range of pension funds and their beneficiaries. Over the long term, they can offer superior returns, additional diversification and support ESG objectives. Despite their advantages, use of the investment company sector by the pensions industry is low.
This seminar complements the ‘Investment Companies Made Simple’ guide by exploring what investment companies are and how they operate, as well as what they offer in comparison to other fund types. As well as making the case for investment companies to be deployed as part of a pension scheme’s investment solution, this event and the Made Simple guide will answer some of the questions which trustees and their advisors might have when considering if investment companies might be right for their specific investment and operational needs.