A New India? Why Passive Investing is a Big Deal Friday, November 15, 2019 | 04:30 PM – 08:30 PM IST India’s ETFs have grown almost 70% over the past 5 years, while ETF AUM grew 141 times during the same period – begging the question why passive investing a big deal is and how can investors leverage this growth in their own portfolios going forward? Join us and our panel of industry leaders to uncover what’s moving the investment dial in India. What’s Moving the Local Investment Dial? The impact of disruptive reforms and government initiatives on passive investing. The reshaping of global trade patterns and what it may mean for India. What is India’s place in the Fourth Industrial Revolution? Fireside Chat: Taking Our Cues from Global ETF Trends to Help Develop India’s ETF Market Understanding best practices in developing an ETF ecosystem. What does it take to cross the USD 1 billion dollar line? Asset management mega trends – what works and what doesn’t? Assessing India’s growth trajectory – what’s next? What’s The Big Deal about Passive Investing? Why passive investing? Strategies that bring the active and passive investment worlds together. How to use factor-based strategies to align with specific portfolio goals. ESG – why are we still talking about it?
Is There More to Core? THURSDAY, OCTOBER 24 AT 12:00 PM More and more advisors are expanding their core portfolios beyond the large-, mid-, and small-cap status quo. Explore the range of innovative, low-cost strategies designed to meet clients’ specific investment goals while complementing traditional core holdings—including factor combinations, ESG, and new sectors for an evolving economy. Featured speakers David Nadig of ETF.com and Todd Rosenbluth of CFRA will speak to game-changing innovations and asset flow trends in ETFs. Topics will include: Diversifying with single and multi-factor strategies designed to help investors participate in the upside while mitigating risk Implementing risk management strategies as clients approach retirement Leveraging cutting-edge indices to access the sectors driving the Fourth Industrial Revolution Debunking the myth that investing in ESG requires investors to sacrifice returns A complimentary event for financial advisors Accepted for CFA®, CIMA®, and CFP® credit
Eyes on Asia – Restocking The Investment Toolkit THURSDAY, OCTOBER 24 AT 9:00 AM HKT As investment strategies continue to evolve, investors have a more sophisticated set of tools available to help navigate different economic cycles and market conditions - ranging from factor-based investing and ESG to multi-asset solutions. Join S&P DJI and leading financial professionals to keep pace with the latest investment strategies that can help investors stay ahead of the game. Join us for a complimentary morning seminar to equip yourself with the latest investment tools. Our industry experts will give firsthand insight on how they are currently implementing various investment strategies to drive alpha in their clients’ portfolios. Topics will include: Cutting-edge tactics to implement factors in the shifting market environment How practitioners are integrating ESG into their clients’ investment portfolios Using defensive and diversified strategies to mitigate market volatility Whether the future of ETF development in Asia will depend upon product innovations and cross border trading Space is limited – reserve now to guarantee a seat.
Portfolio Enhancements for Targeted Growth TUESDAY, OCTOBER 22 AT 9:00 AM MYT Investors are challenged to stay ahead of the curve as market climates and investment landscapes shift both regionally and around the world. How may the latest trends in indexing products and strategies help inform targeted growth? Join S&P Dow Jones Indices and leading industry practitioners to explore: Key macro and micro issues affecting asset allocation in regional and global markets Lessons from around the world: the way forward in achieving healthy development of Malaysia’s ETF market. How investors can utilize the latest trends in passive investing to help diversify their portfolios How Asian investors can make the most of the opportunities in the Islamic market Identify where opportunities are in the Sukuk markets
S&P U.S. Retiree Spending Index Methodology
Dow Jones Sustainability Europe Diversified High Beta High Dividend Index Methodology
S&P Technology Dividend Aristocrats Methodology
The S&P EuroUSA 50 ESG Select Equal Weight 50 Point Decrement Index (EUR) TR seeks to measure the performance of the S&P EuroUSA 50 ESG Select Equal Weight Index (EUR) TR, less a fixed fee of 50 points per year.
The S&P G7 Sovereign Bond 20+ Year AUD Hedged Index is a comprehensive, market-value-weighted index designed to track the performance of local currency-denominated securities publicly issued by G7 countries for their domestic market with maturities of 20 or more years, while hedging Australian dollar risk.
The S&P G7 Sovereign Duration-Capped 20+ Year Bond Index (AUD) is a duration-capped subindex of the S&P G7 Sovereign Bond 20+ Year Index, which is a comprehensive, market-value-weighted index designed to track the performance of local currency-denominated securities publicly issued by G7 countries for their domestic market with maturities of 20 or more years.
The S&P G7 Sovereign Duration-Capped 20+ Year AUD Hedged Bond Index is a duration-capped subindex of the S&P G7 Sovereign Bond 20+ Year AUD Hedged Index, which is a comprehensive, market-value-weighted index designed to track the performance of local currency-denominated securities publicly issued by G7 countries for their domestic market with maturities of 20 or more years, while hedging Australian dollar risk.
The Dow Jones Sukuk 10+ Year Total Return Index is a subindex of the Dow Jones Sukuk Total Return Index (ex-Reinvestment) that is designed to track sukuk with maturities of 10 or more years.
The S&P 500 Low Volatility Capital Resiliency Index is designed to measure the performance of 100 stocks with relatively strong capital within the S&P 500. Constituents are selected based on their lower debt ratio, stronger cash position, superior earning ability, and lower volatility.
Index Dashboard: Risk & Volatility October 2019
S&P International Sovereign Ex-U.S. Bond Indices Methodology
Dow Jones Global Select Real Estate Securities Corporate Bond Index Methodology
S&P International Preferred Stock Index Methodology
S&P Risk Premia FX Value Indices Methodology
S&P G10 Currency Indices Methodology