As the EU focuses on financing a sustainable economy and evidence builds that ESG is a driver of investment risk and return, many market participants are asking, "How can we use the ESG advantage to our advantage?"
Join us to unpeel the layers of this timely question – from the practicalities of integrating ESG across multi-asset strategies to the technological advancements and megatrends bringing ESG to the forefront.
Thought leaders and practitioners will explore:
What the move to a sustainable economy really means for your portfolio
First-hand accounts from investors with varied approaches to integrating ESG and carbon targets in multi-asset portfolios
What changing demographics and evolving technology can tell us about the future trajectory of the ESG trend
How financial markets and governments are gearing up to tackle ESG, including the TCFD recommendations
The 10th Annual Japan ETF Conference
FRIDAY, APRIL 13, 2018
Join us and industry experts as we explore the continued growth and evolution of the Asian ETF landscape. Gain a deeper understanding of the innovations driving access to regional markets while networking with peers at our full-day, complimentary event.
Annual Australian ETF Masterclass
Preparing for a New Horizon
With the Australian ETF market expected to grow to $40-50 billion in 2018, it’s become more and more important for advisors to understand the benefits and intricacies of this investment vehicle and how to most effectively apply these passive strategies to their current practice.
S&P Dow Jones Indices, in partnership with the ASX, is hosting its 8th Annual ETF Masterclass to continue to enhance the adviser community’s collective understanding of ETFs and implementation practices in today’s market and beyond.
Our panels of ETF practitioners and industry experts will explore:
The myths and realities of ETFs
The implications of market growth on the Australian ETF industry
How advisors can effectively share evidence-based approaches with their clients
How to successfully use ETFs to transform business and benefit clients
4th ETF Mexico Masterclass: What to Expect in a Volatile Environment
THURSDAY, 15 MARCH 2018 AT 4:30 PM CST
With an upcoming election and the debate on free trade vs. protectionism, Mexican investors are bracing for a scenario of high volatility. In the face of uncertainty, can investors mitigate risk and capitalize on opportunities both locally and internationally?
Join S&P DJI and BMV as we bring together thought leaders and renowned practitioners to discuss how to meet Mexico’s forthcoming challenges and opportunities.
Topics will include the following:
Which sectors may be most affected by the election and NAFTA discussions.
How to use ETFs to target opportunities and minimize risks.
Maneuvering through investment challenges and opportunities using passive solutions.
A look at how investors are turning to single and multi-factor strategies to help diversify and protect client portfolios during market downturns.
The challenges and opportunities of allocating to FIBRAS, both locally and internationally.
José-Oriol Bosch Par, General Director, BMV, will kick off the event with a macro look at where Mexican financial markets stand today.
Tap into Liquidity with Fixed Income ETFs
TUESDAY, FEBRUARY 27 AT 2:00 PM ET
As liquidity in the cash bond market dries up in the wake of Dodd-Frank, utilization of fixed income ETFs is on the rise.
How are ETFs resolving bond market illiquidity—and is the current toolkit sufficient for today’s markets and the next regulatory wave?
Join us as leading industry practitioners discuss:
Key differences in the way fixed income ETFs trade vs. their equity counterparts and individual bonds
How to use index-based strategies to assess liquid fixed income allocations
How ETFs impact depth of liquidity in primary and secondary senior loan markets
As the saying goes, all good things must come to an end, but the jury is still out on exactly when. Fortunately, there are a wide range of approaches designed to augment clients' retirement savings and safeguard portfolios against a shifting market climate.
Sam Stovall, Chief Investment Strategist at CFRA Research, will kick off the event by assessing yield opportunities at the market, sector, and industry level.
Join us for a complimentary event for financial advisors. Our panelists will explore:
De-risking portfolios with tactical ETF strategies that can help advisors participate in the upside while protecting the downside
How to consider implementing single- and multi-factor approaches within client portfolios if there is a market downturn
How advisors are combining the best of both active and passive strategies to unlock alpha
Taking emotion out of the equation: rules-based approaches that help advisors stay the course and give clients peace of mind
Featured speakers Michael Jones, CIO of RiverFront Investment Group and John Mauldin, Chairman of Mauldin Economics will round out the conversation with their respective market outlooks and commentary on how geopolitics are affecting global allocations in 2018.
Accepted for 3-hour CFA®, CFP®, and CIMA® credits.
The S&P Europe 350 consists of 350 leading blue-chip companies drawn from 16 developed European markets.
The Dow Jones Israel Select Consumer Index is designed to measure the performance of a select portion of equity securities trading on the Tel Aviv Stock Exchange in the consumer goods and services sectors.
S&P Select Industry Indices are designed to measure the performance of relatively narrow GICS® sub-industries, or combinations of sub-industries. The Internet Select Industry Index comprises stocks in the S&P Total Market Index that meet eligibility requirements and are classified in the GICS internet retail or internet software and services sub-industries.
The S&P 1000® Index combines the S&P MidCap 400® and the S&P SmallCap 600® to form an investable benchmark for the mid- to small-cap segment of the U.S. equity market.
Intended to provide diversified exposure to positive relative momentum in the U.S. stock market, the index is weighted so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 and stocks with relatively weak momentum are underweight.
Intended to provide diversified exposure to low relative valuation in the U.S. stock market, the index is weighted so that stocks with relatively cheap valuations are overweight relative to the S&P Composite 1500 and stocks with relatively expensive valuations are underweight.
The S&P 500® Catholic Values Index excludes from the S&P 500 certain activities that are not aligned with the Responsible Investment Guidelines of the U.S. Conference of Catholic Bishops (USCCB). The index is designed for investors who do not want to breach religious norms in their passive investing strategies.
The S&P MidCap 400® provides investors with a benchmark for mid-sized companies.
The S&P 500® Rising Rates Index is designed to measure S&P 500 constituents, weighting them so that stocks with comparatively high positive sensitivity to interest rates are overweight relative to equal weights and stocks with comparatively less positive sensitivity are underweight relative to equal weights.
We measure growth stocks using three factors: sales growth, the ratio of earnings change to price, and momentum.
The S&P 500® Health Care Index comprises those companies included in the S&P 500 that are classified as members of the GICS® health care sector.
The S&P 900® combines the S&P 500® and the S&P MidCap 400® to form an investable benchmark for the mid- to large-cap segment of the U.S. equity market.
The S&P BMI International Developed High Beta Index measures performance of the 200 constituents that are most sensitive to changes in market returns within the S&P Developed Markets large/midcap universe. The index is designed for investors initiating a bullish strategy or making a directional bet on the developed markets.
The S&P Global 1200 Industrials index consists of all members of the S&P Global 1200 that are classified within the GICS® industrials sector.
The S&P Global 1200 Health Care index consists of all members of the S&P Global 1200 that are classified within the GICS® health care sector.
The index, a member of the Dow Jones Total Stock Market Indices family, is designed to measure the performance of large- and small-cap U.S. equity securities.
The S&P Next Emerging 40 Index is designed to provide exposure to 40 leading companies from the emerging markets outside of BRIC (Brazil, Russia, India and China), South Korea and Taiwan, through liquid stocks trading on eligible domestic and developed market (the London Stock Exchange, NASDAQ and the NYSE) exchanges.
The S&P SmallCap 600® Capped Consumer Discretionary Index imposes capped weights on the index constituents included in the S&P SmallCap 600 Index that are classified in the GICS® consumer discretionary sector.
The S&P Total Market Index (TMI) is designed to track the broad equity market, including large-, mid-, small-, and micro-cap stocks. The S&P 500® and the S&P Completion Index are subsets of the S&P TMI.