Intelligent Partnership have published the first ever industry report focused on the AIM market. Part of their award winning Alternative Investment Report (AiR) series, the 80 page, CPD accredited report takes an in-depth look at AIM from advisers and financial planners’ point of view, with a particular focus on tax efficient investments.
Advisers and planners who download the report can expect to:
Complimentary copies of the report are available to download from the Intelligent Partnership website, and advisers can also request high quality, bound hard copies for just the price of the postage.
As with many of the ‘alternative’ investments we cover, there is a strong case for investing in AIM. However, as the market as a whole tends to be more volatile than mainstream equity markets and as there has traditionally been less coverage of AIM and the funds that invest in it, some advisers and planners have understandably been cautious of investing in AIM so far.
Their objections and misperceptions include:
The report addresses these misperceptions directly, shedding light on the sector and providing clarity for advisers who are not familiar with investing on AIM.
Many advisers are increasingly open to alternative investments as they search for areas where they can really demonstrate that they are adding value for their clients. Tax efficient options in particular are seen as an area where consumers are not confident making decisions without professional help, and smaller company investing has been making headlines thanks to the popularity of the EIS, SEIS and VCT schemes and online equity crowdfunding.
However, many investors and their advisers don’t realise that they do not necessarily need to invest in unquoted companies to access some of these tax benefits: a large number of AIM listed firms also qualify. Furthermore, even for investors and advisers who do understand the tax benefits, their perception of AIM is based on the headline index performance, and not on analysis of the underlying firms comprising the index, many of which have proven to be a source of reliable returns.
Finally, the acceptance of AIM shares in ISAs from 2013 makes investing in this market much more attractive that previously and introduced the concept of IHT exempt ISA portfolios.
Most advisers and planners are aware of the benefits of AIM, but many have been hesitant to use AIM funds as the perception is that they are risky. This annual Industry Report raises awareness of AIM and the funds that are investing there, giving advisers and planners more confidence to invest their clients’ money there.
Complimentary copies of the Report are now available for download here.
Benefits of Report:
About Intelligent Partnership
Intelligent Partnership is the UK’s leading provider of education and insights on alternative investments. Its aim is to bring about a future where alternative investments are as understandable and accessible as mainstream assets – thus creating a more open and efficient market for everyone. We engage our 5,000+ subscriber community of advisers, wealth managers, financial services and investment professionals through a year-round programme of content that includes award-winning digital and printed reports, video content, and live events - accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered Institute for Securities and Investment (CISI) and Personal Finance Society (PFS). Find out more at www.intelligent-partnership.com.