Annual ownership and trends, in partnership with EQ RD:IR
Annual sector ownership and buying liquidity trends, RD:IR share analytics data
Identity-led, integrated investment trust marketing
An investment trust board meeting covering marketing or secondary market liquidity can prompt complex questions
How self-directed investors research and behave, before and after investing
Identifying self directed investors
Annual sector ownership and buying liquidity trends
The growing D2C market for investment trusts and how to reach it
Self-directed private investors are now major owners of investment trusts
Media mix methodologies for Investment Trusts
Investment trusts, FT.com, Saturday 8 March 2025. Reproduced with kind permission of the FT.
Thematic trends in investment trusts, FT Money, November 2022. Reproduced with kind permission of the FT. Read pdf here