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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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Performance Reports
SPIVA®
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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Navigating Transition: The Future of Asset Management
A complimentary event for investment professionals
Shifts in monetary policy and technology are reshaping global and Japanese markets—creating both uncertainty and opportunity for asset managers and investors.
Join S&P DJI for Asia's largest passive investing institutional conference as we bring together industry leaders to explore how asset management is evolving, and the critical role indices and ETFs play across asset classes and investor strategies.
Topics will include:
|
8:45 AM |
CAPITAL MARKETS BREAKFAST OPEN TO MARKET MAKERS, ASSET MANAGERS AND
BROKERS - HOSTED BY JAPAN EXCHANGE GROUP |
|
9:00 AM |
REGISTRATION & BREAKFAST |
|
9:30 AM |
OPENING REMARKS Martina L. Cheung, President & CEO, S&P Global |
|
9:40 AM |
KEYNOTE SPEECH PROMOTING JAPAN AS A LEADING ASSET MANAGEMENT CENTER:EXPECTATIONS FOR
ADVANCING ASSET MANAGEMENT SERVICES AND THE CAPABILITIES OF ASSET OWNERS Yutaka Ito, Commissioner, Japan Financial Services Agency |
|
SESSION 1 |
UNDERSTANDING THE
SHIFTING MARKET LANDSCAPE GLOBALLY AND DOMESTICALLY |
|
9:55 AM |
GLOBAL ECONOMIC OUTLOOK: AI, ENERGY TRANSITION AND
OTHER DISRUPTORS ·
Paul Gruenwald, Global Chief Economist, S&P
Global ·
Philippe Frangules, Global
Head of Research & Consulting, S&P Global ·
Sally Moore, Chief Client Officer, S&P
Global |
|
10:25 AM |
JAPAN’S ECONOMIC OUTLOOK AMID
GLOBAL UNCERTAINTY: POLICY CHALLENGES AND RISKS Sayuri Shirai, Professor, Keio University and Asian Development Bank Institute Fellow |
|
10:45 AM |
BENCHMARKING THE NEXT ERA: BRIDGING GLOBAL MARKETS, DEFI,
AND THE FUTURE OF INVESTING ·
Martina L. Cheung, President &
CEO, S&P Global ·
Catherine Clay, CEO, S&P Dow Jones Indices ·
Cameron Drinkwater, Chief Product & Operations Officer, S&P
Dow Jones Indices |
|
SESSION 2 |
GLOBAL ETF
LANDSCAPE: LEVERAGING ETF INNOVATION TO NAVIGATE MARKET UNCERTAINTY |
|
11:15 AM |
TRENDS AND INNOVATIONS IN THE GLOBAL ETF MARKET LANDSCAPE Panelists: ·
Philippe El-Asmar, Head
of ETF, Direct & Digital, Asia Pacific, J.P. Morgan Asset Management ·
Bradley Smith, Head of ETF Strategy,
Americas, Invesco ·
Ogar Renaldi Widjaja, Director,
Head of Xtrackers Sales, South East Asia, DWS Investments Singapore ·
Bruno Neukirch, Director, Head of APAC
Product Innovation for iShares, BlackRock ·
Douglas Yones, CEO, Direxion Moderator: ·
Lee Turner-Conn, Head of Global Strategic
Partnerships, S&P Dow Jones Indices |
|
12:05 PM |
U.S. EQUITIES VIA ETFS: GLOBAL TRENDS, INVESTOR POSITIONING AND
IMPLEMENTATION OPTIONS ·
Anna Paglia, Executive Vice President
and Chief Business Officer, State Street Investment Management ·
Fiona Boal, Managing Director, Global Head of Equities, S&P
Dow Jones Indices |
|
12:25 PM |
LUNCH |
|
1:15 PM |
LIQUIDITY AND TIMING MATTERS: TRADING U.S. MARKETS DURING
ASIAN HOURS ·
Tim McCourt, Senior Managing
Director, Global Head, Equities, FX and Alternative Products, CME Group ·
Sue Lee, APAC Head of Index Investment Strategy, S&P
Dow Jones Indices |
|
1:35 PM |
HOW ACTIVE ETFS ARE ENABLING PORTFOLIO
CONSTRUCTION Nicholas Peach, Managing Director, Head of APAC iShares,
BlackRock |
|
1:55
PM |
VARIETY IN CHOICE-EUROPEAN LISTED ETFs: TAPPING INTO A BROADER OPPORTUNITY SET AS THE
MARKET TRANSFORMS ·
Gaetan Delculee, Global Head of ETF&
Indexing Sales, Amundi ·
Katsumi Fujikawa, President & CEO, Amundi Japan |
|
2:15
PM |
THE ROADMAP AHEAD: RISE OF ACTIVE ETFS AND EXPANSION IN JAPAN Yuki Kurogi, Head of Japan ETF, J.P. Morgan Asset
Management (Japan) |
|
2:35
PM |
OPTIONS-BASED ETFS: INCOME, HEDGING AND DEFINED OUTCOMES Panelists: ·
(TBC) ·
Takanori Mori, APAC ETF Sales &
Portfolio Trading, Susquehanna ·
Timothy Parker, Head of Equity
Derivatives, APAC, BNP Paribas ·
Qi Sun, Product Specialist, First
Trust Japan Moderator: ·
Yuan Tian, Executive Director, Multi-Asset
Indices, S&P Dow Jones Indices |
|
3:15
PM |
FIXED INCOME 2.0: UNLOCKING GLOBAL CREDIT MARKETS WITH
ETFS Panelists: · Koei Imai, Senior Executive, Asset Management One · U-Jin Lim, Head of Equity APAC, Tradeweb · Kangwei Yang, Director, Fixed Income Product Management, S&P
Dow Jones Indices Moderator: ·
Kazuhisa Mikami, Head of Sales, Japan, Jane
Street |
|
4:00
PM |
FROM YIELD TO CASH FLOW:
INTEGRATING DIVIDEND AND QUALITY FACTORS IN INDEX STRATEGIES Jason Ye, Senior Director, Factors and Dividends, S&P
Dow Jones Indices |
|
4:15
PM |
PRIVATE MARKETS:
EVOLVING TRANSPARENCY AND ACCESSIBILITY ·
Vicki Wong, Director, Sales Specialist, Fixed Income and Private Market Indices, S&P
Dow Jones Indices ·
Akitomo Toki, Head of CIB Japan and Head of Japan, Crisil Coalition Greenwich |
|
4:35
PM |
BREAK |
|
SESSION 3 |
IDENTIFYING AND
ACCESSING EMERGING INVESTMENT OPPORTUNITIES WITH ETFS |
|
4:55
PM |
HOW IS AI TRANSFORMING THE INVESTMENT LANDSCAPE? ·
Francis Geeseok Oh, Head
of Asia Business Development, REX Financial ·
John Welling, Head of Global Equities
& Thematic Indices, S&P Dow Jones Indices |
|
5:15
PM |
CRYPTOCURRENCY AS AN ASSET CLASS
FOR INSTITUTIONAL INVESTORS Panelist: · Yuki Tanaka, Japan Head of Cash Business and Securities
Lending, BlackRock Japan ·
Takanori Emura, General Manager, Index Investment Department,
Sumitomo Mitsui Trust Asset Management ·
Yushun Mizusaki, Head of Product
Strategy, ETF Solution Department, Nomura Asset Management Moderator: ·
Takeki Yamada, Institutional Trading,
Head of Japan Business, Flow Traders |
|
5:55
PM |
THE FUTURE OF
TOKENIZED RWAS AND THEIR IMPACT ON TRADITIONAL MARKETS Panelists: ·
Naoto Shimoda, General Manager, Digital
Strategy Department, SMBC ·
Hideki Mitsuzuka, Executive
Officer COO, Webull Securities (Japan) ·
Takeki Yamada, Institutional Trading,
Head of Japan Business, Flow Traders ·
Takashi Tezuka, Country Manager and CEO,
Startale Japan Moderator: ·
Sue Lee, APAC Head of Index
Investment Strategy, S&P Dow Jones Indices |
|
6:35
PM |
CLOSING REMARKS Rick Chau, Managing Director, Head of Sales, Asia
Pacific, S&P Dow Jones Indices |
|
6:40
PM |
NETWORKING COCKTAIL |