Active Views with Passive Tools

Evelyn Partners Offices
Friday, 29 April 2016
12:00 pm – 2:00 pm (UK time)

April CPD Event

Speaker: Ben Seager-Scott, PHD CFA Director – Investment Strategy at Tilney

Ben will discuss using the next generation of passive investment products to tightly control drivers of risk and return and will include a description of the current market landscape and outlook for the remainder of 2016.

The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.

The learning objectives will be to:

- Understand advanced passive products (aka Smart Beta) including strengths and weaknesses for common product types

- Understand how advanced beta strategies can be incorporated into client portfolios

The learning outcomes will be for the audience to come away with a clear understanding of advanced passive products and how beta strategies can be incorporated into portfolios.

Please reserve your place at this event early by registering here

About the speaker:

Ben Seager-Scott is Director, Investment Strategy at Tilney and is responsible for developing and deploying the investment strategy across the group. He is a member of the asset allocation committee and fund selection committee as well as the investment committees that oversee the multi-manager funds and managed portfolio services. In addition, he leads the research coverage of passive/beta strategies and is co-manager of the Advanced Passive Portfolios range of UCITS funds. Before this, Ben spent 4 years at Whitechurch Securities in Bristol where he was a Senior Analyst. Ben has a PhD in Biochemistry and is a CFA charterholder.

Venue
  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.