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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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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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2023 Annual Chile ETF & Indexing Breakfast & Learn: The Future of Passive Investing in Chile
As research continues to show that most active funds struggle to outperform their benchmarks, innovations in passive investing and the creation of the nuam exchange are paving the way for new opportunities in the Andean region.
Join S&P DJI and the Santiago Stock Exchange as we bring together industry leaders to explore Chile’s shifting market landscape and the latest developments in passive investing.
Topics will include:
• How the nuam exchange may help spur growth in the Chilean, Peruvian and Colombian markets and create new investment opportunities
• The latest findings in the active versus passive debate and what’s driving the growth of passive strategies in Chile and abroad
• Trends to watch in 2024 and key developments defining the future direction of index-based investments, including ETFs and derivatives
Manager of Corporate Relations and Sustainability
View Bio
8:00 – 8:30 AM |
REGISTRATION |
08:30 – 08:40 AM |
OPENING REMARKS María Gloria Timmermann Medina, Manager of Corporate Relations and Sustainability, Santiago Stock Exchange |
08:45 – 09:15 AM |
FIRESIDE CHAT: WHAT DOES THE NEW NUAM EXCHANGE MEAN FOR ANDEAN MARKETS? Strong domestic demand, the availability of valuable raw materials for the energy transition, and an uptick in nearshoring could serve as tailwinds for Latin American markets. What role can the Andean markets and the new nuam exchange play in the region’s growth? - How the Chilean, Peruvian and Colombian stock markets may help fuel emerging market growth, from both financing and investment perspectives - A look at opportunities the nuam exchange could generate for institutional investors, in the Andean region and beyond, and how the exchange may help to improve market liquidity - Examining whether new listed companies are likely to be added to the exchange, and how debt issues will be treated Speakers: · José Antonio Martínez Zugarramurdi, CEO, Santiago Stock Exchange · Manuel Alonso González, Senior Director, Latin America, North Cone, S&P Dow Jones Indices |
09:20 – 09:40 AM |
INSIDE CHILE'S ACTIVE VERSUS PASSIVE DEBATE The latest SPIVA® Scorecard results provide insight into the ongoing active versus passive debate in Chile, Latin America and globally. Find out how the scorecard’s findings may shed light on the growth of passive. - A look at how active managers stack up to their benchmarks in Chile and abroad - Challenges faced by active managers today and how they may evolve in the future - How the latest trends in passive investing are impacting asset allocation decisions Speaker: · Joe Nelesen, Senior Director, Index Investment Strategy, |
09:45 – 10:25 AM |
WHAT’S NEXT FOR INDEX-BASED STRATEGIES IN CHILE AND ABROAD? As adoption of passive strategies grows, so does the opportunity set available to investors. Learn more about the latest developments. - An update on investor sentiment and the key developments defining the future direction of index-based investments, including ETFs and derivatives - Indexing and ETF trends to watch in 2024, including strategies that focus on sustainability risks and opportunities - How investors are combining passive and active strategies in portfolio construction Moderator: Felipe Urrutia Delaveau, Regional Leader of Clients, Brokers and Funds, nuam exchange Speakers: · Juan Araujo Guerra, Investment Manager, Itaú Chile · Diego Chomalí, Partner, Singular · Silvia Fernández Edwards, Managing Director and Country Manager of Chile, BlackRock · Alejandra Saldias Asun, Head of Sales Latam, LarrainVial/Invesco |
10:30 – 10:40 AM |
CLOSING REMARKS Paulo Eduardo de Souza Sampaio, Senior Director, Latin America, South Cone, S&P Dow Jones Indices |
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.
Manager of Corporate Relations and Sustainability
View BioSenior Director, Sales, Latin America – South Cone
View BioHead of Specialists, Index Investment Strategy
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