Explore new territories with greater confidence
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.
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.
Your Gateway to Index Data
Explore new territories with greater confidence
Our Services
Professional Resources
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.
By Region
Our Exchange Relationships
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.
Equity
Fixed Income
Commodities
Dividends & Factors
Multi-Asset
Other Strategies
Sustainability
Thematics
Digital Assets
Indicators
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.
Research & Insights
Education
Performance Reports
SPIVA®
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Events & Webinars
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
S&P DJI has an extensive history of delivering robust and transparent benchmarks to the financial industry and always endeavors to deliver high quality indices in conformity with our core values and in compliance with all applicable laws and regulations as well as industry standards and guidelines. S&P Global's Code of Business Ethics coupled with S&P DJI policies and procedures set the standard for an effective governance program.
Governance
Methodologies
Your Gateway to Index Data
SPICE
Your Gateway to Index Data
S&P Global Offerings
Featured Topics
Featured Products
Events
Searching for Opportunities in a Time of Transition
Mexican investors are positioning for a time of political transition and a range of geopolitical risks that could have far-reaching consequences for key industries. Join S&P DJI and BMV as we bring together industry thought leaders to explore the role passive strategies can play in helping investors identify and navigate new scenarios.
Topics will also include:
• How upcoming elections may create opportunities for different geopolitical, regions and economic sectors
• How this new environment could impact tactical and core portfolio allocations
• How alternative investments such as private equity may be positioned in portfolios to help address potential risks
• Using passive solutions to identify opportunities in potentially overlooked countries and regions
• Index-based fixed income strategies for navigating dynamic interest rate environments
Chief Capital Formation, Information Services and Markets Officer
Executive Community Member, Co-Chair IMEF-MEF Gender Equity Award
View BioManaging Director, Head of Commercial Europe and Latin America
View BioSenior Director, Head of Fixed Income Tradables & Private Markets
View BioVice President & Co-Chief Investment Officer
View BioHead of Coverage Xtrackers, Global Head of Xrackers Sales, Client Coverage Division
View BioCEO and Member of the Latin America Regional Executive Committee
View BioVice President, Emerging Markets Macro Strategist and EM Equity Select Co-PM
View BioSenior Vice President, Head of Geopolitics & International Affairs
View BioDirector, Sustainability Index Product Management, U.S. Equity Indices
View Bio
2:00 PM – 2:30 PM |
REGISTRATION |
2:35 PM – 2:45 PM |
OPENING REMARKS José Manuel Allende, Chief Capital Formation, Information Services and Markets Officer, BMV Group |
2:50 PM – 3:30 PM |
LUNCH PANEL: CAPITALIZING ON INDEXING AND ETF TRENDS IN THE MEXICAN MARKET – What does the ETF opportunity set in Mexico look like today? – How are market conditions influencing the creation of new index-based strategies in Mexico? Moderator: Antonio de Azpiazu Armada, Managing Director, Head of Commercial Europe and Latin America, S&P Dow Jones Indices Panelists: · Sergio Méndez, CEO and Member of the Latin America Regional Executive Committee, BlackRock Mexico · Juan Hernández, Head of Latin America, Vanguard · Luis Ángel Rodríguez Amestoy, Managing Director, BBVA Asset Management Mexico · Sergio Molina Gutiérrez, Head of Asset Allocation and Equities, Afore SURA |
3:35 PM – 4:05 PM |
HOW DATA INTELLIGENCE IS FUELING TOMORROW'S INNOVATION – How upcoming elections in Mexico and abroad can affect the pace of the energy transition? – What are the geopolitical risks and potential opportunities in materials and supply chains? – What potential investment opportunities are emerging from the nearshoring trend? Moderator: Carlos Kretschmer, Managing Director, QuantaShares Panelists: · María Sánchez, Director, Sustainability Index Product Management, U.S. Equity Indices, S&P Dow Jones Indices · Elijah Oliveros-Rosen, Chief Economist, Emerging Markets, S&P Global Ratings · Carlos Pascual, Senior Vice President, Head of Geopolitics & International Affairs, S&P Global Commodity Insights |
4:10 PM – 4:40 PM |
THE EVOLUTION OF ETFS – WHAT’S SHAPING THE LANDSCAPE OF THE FUTURE? – How has the shift from active to passive impacted alpha? – What can past successes (and failures) teach product developers about innovation and the changing needs of investors? – How can flows inform market participants on investor sentiment, ETF trends and potential opportunities? Speakers: · Simon Klein, Global Head of Xtrackers, Client Coverage Division, DWS · Joe Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices |
4:45 PM – 5:25 PM |
DIVERSIFYING PORTOLIOS WITH ALTERNATIVES – How do alternatives fit with public markets investments? – How can market participants effectively measure volatility in alternative assets? – How are indices helping investors find liquidity in private credit markets? Moderator: Joe Nelesen, Head of Specialists, Index Investment Strateg, S&P Dow Jones Indices Panelists: · Les Baquiran, Founder, Alpine Capital Advisors · Juan Pablo Medina-Mora L., Managing Director, Head, J.P. Morgan Asset Management Mexico · Nicholas Godec, Senior Director, Head of Fixed Income Tradables & Private Markets, S&P Dow Jones Indices |
5:30 PM – 5:45 PM |
BREAK |
5:50 PM – 6:30 PM |
AN "EMERGING" OPPORTUNITY SET – What "new" countries are emerging as focal points for potential opportunities? – Why are some emerging economies harnessing growth faster than developed economies? – How are passive strategies helping investors identify and access these new regions and countries with precision? Moderator: John Welling, Senior Director, Head of Global Equity Indices, S&P Dow Jones Indices Panelists: · Nicolás Fonseca, Product Manager, VanEck · Laura Ostrander, Vice President, Emerging Markets Macro Strategist and EM Equity Select Co-PM, State Street Global Advisors · Jasmine Fan, Director, Senior Investment Strategist, BlackRock |
6:35 PM – 7:15 PM |
IDENTIFYING SECTOR OPPORTUNITIES IN ELECTION YEARS – What patterns of sector performance have we seen historically during election years? – How are sectors being combined with factors and other themes to uncover alpha? – How can S&P 500 sectors help global investors overcome home-country biases? – How does sector performance change across the market cap spectrum? Moderator: Hamish Preston, Head of U.S. Equities, S&P Dow Jones Indices Panelists: · Brad Smith, Director ETF Research, Invesco · April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust Portfolios |
7:20 PM – 8:00 PM |
ARE HIGHER YIELDS HERE TO STAY? – Which fixed income sectors could benefit in the current rate environment? – Could bond markets offer more opportunity for active managers? – What’s driving the growth of fixed income ETFs? Moderator: Richard Ramírez-Webster, Founder and CIO, Sherpa Capital Panelists: · Adriana Rangel, Head of Institutional Sales, Vanguard · Mayte Rico, Chief Investment Officer, HSBC Asset Management Mexico · Rodrigo Román,Chief Investment Officer & Partner, NSC Asesores · Luis Gonzalí Saucedo, Vice President & Co-Chief Investment Officer, Franklin Templeton Mexico |
8:05 PM – 8:15 PM |
SPOTLIGHT ON THE MEF (MUJERES EN FINANZAS) – What are the MEF’s main initiatives? – How has the MEF impacted the Mexican market? – Why is the gender equality award important to the financial sector? María Aramoni, Executive Community Member, Co-Chair IMEF-MEF Gender Equity Award, Mujeres en Finanzas |
8:20 PM – 9:30 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.
Chief Capital Formation, Information Services and Markets Officer
Executive Community Member, Co-Chair IMEF-MEF Gender Equity Award
View BioManaging Director, Head of Commercial Europe and Latin America
View BioSenior Director, Head of Fixed Income Tradables & Private Markets
View BioVice President & Co-Chief Investment Officer
View BioHead of Coverage Xtrackers, Global Head of Xrackers Sales, Client Coverage Division
View BioCEO and Member of the Latin America Regional Executive Committee
View BioVice President, Emerging Markets Macro Strategist and EM Equity Select Co-PM
View BioSenior Vice President, Head of Geopolitics & International Affairs
View BioDirector, Sustainability Index Product Management, U.S. Equity Indices
View BioAccess exclusive data and research, personalize your experience, and sign up to receive email updates.
RegisterAccess exclusive data and research, personalize your experience, and sign up to receive email updates.
Register