A Complimentary Event for Financial Professionals
Slowing GDP growth, a ripple effect of ongoing trading tensions, continues to dampen the Chinese economy. So, where should Chinese investors go in the shadow of a trade war?
Join S&P DJI and leading financial professionals to explore top-of-mind questions and topics including:
Is the U.S.-China trade war a game changer in the global economy?
Can investors efficiently express their market views by implementing factor strategies in China A-Shares?
Utilizing tactical approaches to diversify portfolios across different asset classes and geographies amid market uncertainties
Expanding ETF trends and channels to help investors get the right mix of exposures
In the 10 years since the global financial crisis, regulatory and technological changes have transformed finance worldwide. As global markets become more interconnected, the Indian market has been affected by not only local changes—including the relaxation of FDI policies, demonetization, and mobile banking—but also global reforms. And it’s a two-way street—as a key emerging market, India may become increasingly important to the global markets as investment inflows and economic reform ramp up.
Join our esteemed speakers to discuss and debate.
Translating New Tech and Regulations into Investment Strategies
Are regulatory and technological changes a boon or a curse? How may these changes be influencing Indian investors? How might passive investing help in these changing times?
ETF Lessons From Abroad: What’s Next for India?
How might it be possible to increase liquidity and what would it take to work towards a more-level ETF trading field? How are investors using ETFs to implement trending investment themes, including ESG and smart beta? How could the value-add of active investing evolve over the next 10 years?
What May Lie Ahead for Fixed Income Liquidity and What Role Can ETFs Play?
How does the global fixed income market compare to its Indian counterpart? How can investors gain more flexibility through fixed income indexing? What makes bond ETFs tick?
Is Now the Time to Stack Up your Sectors?
TUESDAY, NOVEMBER 27 AT 2:00 PM ET
As financial advisors position clients' portfolios for 2019, join us to consider the role sectors can play. Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, will offer his outlook in the wake of midterm election results.
Leading practitioners will also discuss:
The ins and outs of rules-based sector strategies that have historically beaten the benchmark
The impact of the GICS® sector change on the market and what FAs should consider when rebalancing
How market-cap and equal-weight sectors may complement each other in asset allocation
Submit your questions during the live Q&A session following the webinar.
Scottsdale Financial Advisor Forum: Applying the Next Wave of Index-Based Strategies
THURSDAY, NOVEMBER 15 AT 12:30 PM
Advancements in index-based investing are bringing financial advisors a range of sophisticated solutions once exclusively available to institutional investors. From dynamic risk management tools and cutting-edge fixed income strategies to single- and multi-factor combinations, the indexing toolkit continues to expand.
Sam Stovall, Chief Equity Strategist at CFRA, will open the event by assessing opportunities in equities and fixed income at the market, sector, and industry level in the wake of midterm elections.
Featured speaker, Zvi Bodie, Professor Emeritus at Boston University, will round out the conversation with key takeaways from his books, Worry Free Investing and Risk Less and Prosper.
Industry practitioners will discuss:
De-risking retirement portfolios with tactical ETF strategies that can help advisors participate in the upside while protecting the downside
How to implement single- and multi-factor approaches in client portfolios
Actionable innovations in fixed income indexing that may offer financial advisors greater flexibility in reacting to opportunities and challenges
A complimentary event for financial advisors.
Accepted for 3-hour CFA®, CFP®, and CIMA® credits
The S&P Access Hong Kong Index is designed to reflect the universe of Hong Kong-listed stocks available to Chinese mainland investors through the Southbound Trading Segments of the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect Programs.
The S&P China Convertible Bond Index measures the performance of investment grade China exchange listed convertible bonds.
The S&P Japan 500 Buyback FCF Index is designed to measure the performance of the top 30 stocks with the highest free cash flow yields of the top 50 stocks with the highest buyback ratio in the S&P Japan 500 Index.
The S&P Japan 500 Shariah offers investors a Shariah-compliant version of the S&P Japan 500, a broad-based benchmark covering large-, mid- and small-cap Japanese stocks.
The JPX/S&P CAPEX & Human Capital Index is designed to measure the performance of Japanese companies that are proactively making investments in physical and human capital.
The S&P/JPX Carbon Efficient Index is designed to measure the performance of companies in the TOPIX (published by TSE), while overweighting or underweighting those companies that have lower or higher levels of carbon emissions per unit of revenue.
The S&P Japan 500 is designed to represent the Japanese investable market. Index constituents are drawn from eligible companies listed on the Tokyo, Osaka, or JASDAQ exchanges. Data is sourced from the comprehensive Toyo Keizai database. Constituents represent the large-, mid-, and small-cap components of the Japanese equity markets.
The index is designed to measure the performance of the top 30 stocks with the highest earnings yields selected from the top 50 stocks with the highest buyback ratio in the S&P Japan 500 Index.
The S&P Japan 500 Equal Weight Index (EWI) is the equal-weight version of the S&P Japan 500. The index is designed to measure the same constituents as the cap-weighted S&P Japan 500, but each company in the S&P Japan 500 EWI is allocated a fixed weight of 0.2% of the index total at each quarterly rebalance.
The S&P Japan 500 Low Volatility Index measures performance of the 100 least volatile stocks in the S&P Japan 500.
The S&P/TWSE Taiwan Low Volatility High Dividend index is designed to provide a measure of 40 high-yielding companies within the S&P Taiwan BMI, while meeting certain diversification, volatility and tradability requirements.
The S&P Japan 500 Buyback Index is designed to measure the performance of the top 50 stocks with the highest buyback ratio in the S&P Japan 500 Index.
The S&P Global Bond Futures Index series is a family of indices that seeks to track the performances of portfolios holding the nearest maturity bond futures contract. The S&P/ASX Australian 3-Year Treasury Bond Futures Index portfolio holds the nearest maturity 3-Year Australian Treasury Bond futures contract.
The S&P/ASX Australian 3-Year Treasury Bond (Dollar Value) Futures Index holds the nearest 3-year treasury bond futures contract and its performance is calculated using the dollar value change rather than the price change.
The S&P/ASX Australian 10-Year Treasury Bond (Dollar Value) Futures Index holds the nearest 10-year treasury bond futures contract and its performance is calculated using the dollar value change rather than the price change.
The S&P Global Bond Futures Index series is a family of indices that seeks to track the performances of portfolios holding the nearest maturity bond futures contract. The S&P/ASX Australian 10-Year Treasury Bond Futures Index portfolio holds the nearest maturity 10-Year Australian Treasury Bond futures contract.