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
3rd Annual Chile Indexing & ETF Masterclass WEDNESDAY, OCTOBER 2, 2019 AT 2:30 PM CLST Index-based investing continues to stand out across the globe . As the pace of passive investing continues to gain momentum in Chilean markets, how can investors reap the benefits of these low-cost and nimble strategies that run the gamut from headline index exposure to liquid small caps & sector tactics to up and coming ESG objectives? Join S&P DJI and Bolsa de Santiago as we bring together renowned local and international practitioners to explore: How investors can capitalize on a range of ETF opportunities both at home and abroad Current challenges facing foreign investors and how to attract foreign investment Benefits of liquid small-cap strategies that may be unseen ESG’s growing appeal and opportunities at home and around the world Whether the future of ETF development in Asia will depend upon product innovations and cross border trading
ESG: From the Margins to the Mainstream TUESDAY, OCTOBER 1, 2019 AT 11:00 AM GMT-3 A complimentary webinar for investment professionals Can investors integrate ESG factors while retaining broad market exposure and its associated returns? Join us and CVM as we bring together practitioners who are using index-based strategies to successfully incorporate ESG values into their investment portfolios. Featured speaker Rodrigo Porto, Technical Consultant at the Inter-American Development Bank, will speak to current environmental/social risks and opportunities in Latin America. Topics will also include: Ways to overcome the unique challenges faced by Latin American investors looking to integrate ESG A look at current attitudes towards ESG and the role that policy can play Best practices and key considerations when adding ESG into the investment process
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