Shedding Light on Index Inclusion and ETF Trends and the Implications for Corporate Issuers
Date:
Thursday, October 20, 2022
Location:
On-Demand
Duration:
60 minutes
Passive investing has grown in relative size and importance over the years, and this trend seems likely to continue if not accelerate. It is now more important than ever for corporate issuers to understand the methodologies of index inclusion and dynamics of ETF trading. Please join S&P Global and our panel of experts as they shed light on:
What are the key criteria / parameters for inclusion in market indices like the S&P 500?
Who makes inclusion decisions regarding these indices? What is the process?
What are the dynamics of ETF products that track indices and how do they impact the trading of an individual stock?
What trends in the index and ETF space present opportunities for issuers?
Qian Shin Executive Director, Issuer Solutions, S&P Global Market Intelligence
Qian is a lead consultant on perception studies for mid and large cap companies, using insights from market sentiment to help drive C-suite and Board-level decisions and manages teams based in London and Cape Town Full Bio
Qian is a lead consultant on perception studies for mid and large cap companies, using insights from market sentiment to help drive C-suite and Board-level decisions and manages teams based in London and Cape Town. Over the last decade on the team, Qian led the development of the Perception Benchmark Database and IR Advisory offerings. She is a thought leader in sentiment analysis and has presented findings from her research for global conferences and boards of directors of corporate clients. Minimize
Speakers
S&P Global Contributor
Philip MurphyManaging Director and Global Head of Index Governance, S&P Dow Jones Indices
Philip Murphy is Managing Director and Global Head of the Index Governance Group at S&P Dow Jones Indices (S&P DJI). Full Bio
Philip Murphy is Managing Director and Global Head of the Index Governance Group at S&P Dow Jones Indices (S&P DJI). In this role, he focuses on the structure, process, culture, and strategy of our index governance regime.
Philip joined S&P DJI in 2007 and has held various senior roles in Product Management, Channel Management, and Global Research & Design. Prior to his current role, he served as the chairperson of several index committees in the Americas.
Philip is a CFA Charterholder and member of the CFA Society of New York. He received his undergraduate degree from Queens College of The City University of New York and a master’s in economics from Fordham University. Minimize
S&P Global Contributor
Thomas RuncimanETF Product Manager, S&P Global Market Intelligence
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