8:30 – 9:00

REGISTRATION

9:00 – 9:05

WELCOME REMARKS

Rick Chau, Managing Director, Head of Sales, Asia Pacific, S&P Dow Jones Indices

9:05 – 9:30

KEYNOTE: Market Outlook For 2027 and Beyond

As global economies adjust to shifting growth patterns, policy divergence and structural change, we’ll examine the key forces that could help shape markets in 2027 and beyond.

Topics will include:

-       Growth, inflation and monetary policy divergence

-       U.S.–Asia market leadership and valuation considerations

-       Potential interest rate, credit and currency scenarios

-       The effects of AI investment, energy pressures and geopolitical fragmentation

Louis Kuijs, Chief Economist, APAC, S&P Global Ratings

9:30 – 10:10

U.S. Equity Indexing at Scale: From Benchmarks to Implementation

Recent developments in public investment and long-term savings programs have refocused attention on benchmark-based investing. This panel will explore the role of benchmarks in U.S. equity strategies and discuss recent shifts in U.S. sector dynamics, institutional index adoption and benchmark implementation.

Topics will include:

-       The role of benchmark-based investing in U.S. equities, including broad-market, sector, factor and equal-weight approaches

-       Perspectives on recent developments involving institutional asset owners and public investment programs

Moderator: Sue Lee, Director & Head of Index Investment Strategy, APAC, S&P Dow Jones Indices

10:10 – 10:50

Multi‑Asset Approaches: Index Solutions for Insurance, Structured Products and Wealth

Multi‑asset and systematic approaches, underpinned by transparent indices, are being used to support insurance, structured products and wealth solutions. This panel focuses on their implementation across Asia.

Topics will include:

-       Combining different asset classes within rules‑based index approaches to address specific risk profiles

-       How multi‑asset frameworks may inform the design of products such as indexed universal life (IUL)

-       The use of quantitative investment strategies (QIS) built on indices in outcome‑oriented solutions

Moderator: Yuan Tian, Executive Director, Multi-Asset Indices, S&P Dow Jones Indices

10:50 – 11:10

COFFEE BREAK

11:10 – 11:30

Retirement and Income Strategies: Exploring the Full Range of Index‑Based Building Blocks

As retirement needs continue to evolve in Hong Kong, market participants are exploring a wider range of index-based building blocks to support long-term savings and income objectives. This panel will discuss the potential role of indices in the development of retirement solutions, alongside the use of diversified benchmarks, life cycle concepts and income strategies.

Topics will include:

-       The potential role of indices in broadening retirement-oriented product offerings

-       Using diversified global and regional benchmarks within long‑term retirement frameworks

-       Incorporating life cycle concepts into index‑based solutions

-       The role of dividend, income-oriented and options-based strategies in supporting retirement solutions, cash flow objectives and risk management

Moderator: TBC 

11:30 – 12:00

Fixed Income: Looking Beyond Domestic Bond Markets

Fixed income indices are increasingly being used to analyze and access opportunities beyond domestic bond markets. This session will explore how investors can use index-based frameworks to evaluate global fixed income markets and evolving risk considerations.

Topics will include:

-       Approaches to using global government, corporate and emerging market bond indices as reference points

-       Balancing yield, duration and credit profiles alongside currency and interest rate dynamics

-       Extending the opportunity set to areas such as leveraged loans and broader credit segments through index‑based frameworks

-       The role of indices in benchmarking, liquidity analysis and ETF implementation

Moderator: Kangwei Yang, Director, Fixed Income Product Management, S&P Dow Jones Indices

12:00 – 12:30

Digital Assets: Benchmarking an Emerging Segment

As digital assets continue to evolve, market participants are seeking more transparent ways to classify, measure and monitor this developing market. This panel will explore the role of indices in bringing structure and transparency to digital asset markets and consider their application across institutional and market-monitoring contexts.

Topics will include:

-       What constitutes an investable and representative digital asset market index

-       How index-based classification and measurement frameworks can help improve transparency across the digital asset ecosystem, including areas such as DeFi and Web3

-       The role of benchmarks in research, market monitoring and institutional oversight

-       Data, governance and risk management considerations in digital asset markets

-       The evolving landscape for asset tokenization and digital asset infrastructure

Moderator: TBC,  

12:30 – 12:50

AI and Investing: Measuring the AI Economy

Artificial intelligence is reshaping industries and investment themes, creating new opportunities for measurement and analysis. This panel will explore how indices can help define and track the AI ecosystem, and discuss the role of AI in index research, construction and thematic development across global markets.

Topics will include:

-       Defining and measuring the AI ecosystem through index-based frameworks

-       Why thematic purity, revenue exposure and classification methodology matter

-       Opportunities and challenges in benchmarking innovation-driven industries

-       The intersection of AI, thematic investing, market research and product innovation

Moderator: TBC  

12:50 – 12:55

CLOSING REMARKS

Angeline Choo, Managing Director, Client Coverage, Greater China and Southeast Asia, S&P Dow Jones Indices

12:55 – 14:00

NETWORKING LUNCH