Investment Trusts:

How to engage a broader investor base

How to engage a broader investor base

A PrimaryBid Webinar in association with

A PrimaryBid Webinar in association with

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What to expect

Individual investors have become an increasingly important shareholder constituent in the rapidly growing investment trust ecosystem Historically dominated by institutional investors, the £150 billion market for investment trust is today increasingly owned by everyday retail investors seeking diversification in their personal finances. For investment trusts this has created new opportunities for shareholder engagement.

To discuss the growing role of individual investors in the investment trust space, PrimaryBid hosted an esteemed panel of industry experts on May 14th, 2020. The discussion focused on the current role of retail platforms in driving changes in the investment trust investor base. The panel also discussed technology solutions available to facilitate retail participation in fundraisings and ways for investment trusts to broaden their shareholder registers.

Panel Moderator

David Stevenson, Investment Columnist

Please see below for the chapters of separate topics discussed during the webinar

Panellists

Akhil Suresh

Senior Associate

Douglas Armstrong

Managing Partner

Mark Dampier

Research Director

Joe Winkley

Head of Corporate Finance

James Deal

COO

Chapters

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