The lang cat and four IFAs 'bust' eight adviser investment companies myths

'Lingering misconceptions'

Tom Ellis
clock • 2 min read

A research paper from the lang cat has tried to bust eight myths that may have historically prevented financial advisers from using investment companies.

The report, which was commissioned by the Association of Investment Companies (AIC), included case studies of four IFA firms in a bid to show how advisers can incorporate investment companies into their processes. The eight barriers to investment companies the report tried to myth-bust were as followed: there is an inherent market bias against them; trading costs on platforms can be prohibitive; advisers have lingering misconceptions, and; they do not fit in with model portfolios. The report also addressed the illiquidity of investment companies; the myth they are hard to analyse; the...

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