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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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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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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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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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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Accepted for CFA® credit
A complimentary event for financial advisors and wealth managers
As concerns around volatility, inflation and climate change grow, Mexican investors are considering ways to diversify, maximize total returns and access income. Join S&P DJI and BMV as we bring together industry thought leaders and financial professionals to explore how passive strategies may offer new opportunities across regions, asset classes and themes.
Topics will also include:
4:30 PM – 5:00 PM |
REGISTRATION |
5:00 PM – 5:15 PM |
OPENING REMARKS José-Oriol Bosch Par, CEO, BMV Group Bruce Schachne, CCO, S&P Dow Jones Indices |
5:15 PM – 5:25 PM |
KEYNOTE: REDEFINING SUSTAINABILITY WITH MEXICO'S FINANCE MINISTRY María del Carmen Bonilla Rodríguez, Head of the Public Credit Unit, Secretariat of Finance and Public Credit of Mexico |
5:30 PM – 6:10 PM |
WHAT SUSTAINABILITY MEANS FOR MEXICO - As the new green taxonomy takes shape, where does Mexico stand when it comes to sustainability and the Paris Agreement? - How can indices help market participants assess the risks of climate change, align with net zero scenarios and implement broad-market ESG strategies? Moderator: Mariuz Calvet, Director of Sustainable Finance for Mexico and Latin America, HSBC Panelists: · Laura Aguirre, Managing Director, Secretariat of Finance and Public Credit of Mexico · Alba Aguilar, Director, Green Finance Advisory Council · Rafael del Villar Alrich, Director of Analysis and Policies of Environmental and Social Risks, Bank of Mexico · María Sánchez, Director, ESG Index Product Strategy, S&P Dow Jones Indices |
6:10 PM – 6:25 PM |
BREAK |
6:25 PM – 7:15 PM |
TACKLING INFLATION AND ACCESSING INCOME IN PASSIVE STRATEGIES - The role that ETFs can play in times of uncertainty - How investors are using index-based solutions to maximize total returns and diversification - Leveraging a range of asset classes to combat inflation Moderator: Carlos Kretschmer, Director, Quanta Shares Panelists: · Jaime Lázaro, Head of Asset Management, BBVA · Juan Hernández, Head of Latin America, Vanguard · Christian Constandse, iShares Specialist in Mexico, BlackRock · Eduardo Carrillo Madero, CEO, Finamex · David Galarza Márquez, Managing Director, Actinver |
7:20 PM – 8:00 PM |
DIVERSIFYING BEYOND MEXICO WITH INDEX-BASED SOLUTIONS - A global perspective on when and where indexing has outperformed active strategies - International diversification across ESG, factors and thematics - Defensive and growth-oriented strategies and international indices Moderator: Tim Edwards, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices Speakers: · Robert Forsyth, Head of ETF Strategy, SSGA · Keegan Ball, Vice President, Quantitative Solutions, J.P. Morgan Asset Management · Gustavo Lozano, Country Manager, Amundi Asset Management Mexico |
8:05 PM – 8:15 PM |
CLOSING REMARKS Adriana Rangel, Co-founder, Mujeres en Finanzas & Head of Institutional Sales, Vanguard |
8:15 PM – 9:00 PM |
COCKTAIL RECEPTION |
Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions and are not necessarily the views of S&P Dow Jones Indices.
Agenda subject to change.
Head of the Public Credit Unit
View BioDirector of Analysis and Policies of Environmental and Social Risks
View BioDirector, Sustainability Index Product Management, U.S. Equity Indices
View BioManaging Director and Global Head of Index Investment Strategy
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