Financial Liverpool CPD Event - Fri 31 March 2017
The Anatomy of an Equity
Bevan Blair, Fund Manager, Tilney
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking: 13:30 – 14:30
Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY
PLEASE USE THE RIVERSIDE ENTRANCE
The long- term drivers of returns from both developed and emerging equity markets can be assessed by a decomposition model of equity returns.
Key factors are considered including:
• dividend yield
• change in valuation
• change in real earnings
• volatility of equity markets
The relationship between dividend growth and changes in inflation and GDP are also important.
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The learning objectives are:
• To be able to assess sources of equity return
• To understand the relationship between dividend growth and equity return
• To evaluate the changing nature of equity market volatility
• To understand the relationship between equity markets and inflation
The learning outcomes will be for the audience to come away with a clear understanding of how equity returns can be assessed, how equity market volatility is evaluated and the relationship between equity markets and inflation.
About the speaker:
Bevan Blair heads the Investment Team responsible for managing the Tilney Model Portfolios on wrap platforms.
Bevan joined Ingenious in 2003, which was acquired by Tilney in 2016. He has over 12 years’ experience of constructing global, multi-asset portfolios and the quantitative analysis of investment risk.
Bevan holds a BSc in Mathematics, an MSc in Statistics & Operations Research and a PhD in Accounting and Finance. He is also a fellow of the Royal Statistical Society and a member of the UK Society of Investment Professionals.
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When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.