Index Forum & Networking Reception

Registration

Russell Indexes: New Insights in Exposure Management

Increasingly, index providers are developing “smart beta” indexes that provide specific exposures to certain market factors using a variety of selection, weighting, and timing techniques. In addition to creating more specific signals, providers can also help investors manage some of the traditional “noise” that comes with more active strategies, such as turnover and tracking error to a broad market benchmark.

PRESENTATION

Keynote:

Tom Goodwin, Ph.D., Senior Director Research, Russell Indexes

Index Industry Association

Rick Redding provides an introduction and update on the Index Industry Association (IIA).

Presenter:

Rick Redding, Executive Director, Index Industry Association

Issues and Interests from the Index Creator Perspective

This panel session will provide attendees with first-hand perspectives on the topics and activities that are keeping index creator firms busy. Included in the discussion will be a review of the mechanics of creating and maintaining indexes, the need for exchange data and the relationships with those exchanges that supply that data, and the evolving commercial aspects of the index realm.

Moderator:

Jim Sudol, Market Data Director, Jordan & Jordan

Panelists:

Dave Gedeon, Managing Director, NASDAQ OMX

Tom Goodwin, Ph.D., Senior Director Research, Russell Indexes

Rod Jones, Head, North American Sales, STOXX Ltd.

Kevin Kollar, Managing Director, FTSE

FactSet: Centralizing Your Benchmark Data

FactSet discusses the importance of centralizing your benchmark data to serve as an anchor for other disparate content.

Presenter:

Bryan Lenker, Vice President, Content & Technology Solutions, FactSet

Redistribution Rights on Index Data

Bill Lee provides details on a concept to codify redistribution rights on index data.

Presenter:

Bill Lee, Vice President, Sourcing and Procurement Services, JPMorgan Chase & Co.

Networking Reception