当日はメインセッションに先駆けて12時からプレセッション「データドリブンイノベーション(DDI)にまつわるトピックと実現するうえで最も重要となる「データマネジメント」とは」が行われた。甲斐 正樹氏(S&Pグローバル・マーケット・インテリジェンス ディレクター、グローバルアカウントマネジメント)は、現在のDX推進の日米比較や、データドリブンイノベーション(DDI)の蓄積・活用・管理に関するトピックについて触れ、DDIを業務委託などでアウトソースする際のメリット・デメリットを解説。最後にS&P Enterprise Data Management(EDM)を紹介して講演を終えた。
開会挨拶
ブレンドン・シートー氏(S&P Global Market Intelligence Senior Vice President Head of Asia Pacific, Middle East And Africa)は、コロナ禍後の復興は、消費を一変させるだけでなく、全産業に大きな影響を与え、地政学的緊張は、2024年のグローバル・ロジスティクスとサプライチェーンのリスクを増大させる可能性が高いとした。このような不確実性の時代において、イノベーション、コラボレーション、そしてレジリエンス(回復力)を取り入れた先進的なアプローチを採用し、今後の課題を乗り切ることが重要として、今回のコンファレンスは経済、地政学、金融の最新動向について掘り下げる内容とし、皆様のお役に立てればと述べた。
The ETF Conference is intended for institutional investors, asset managers, brokerage firms, banks, financial planners, and other industry professionals interested in ETFs. Here are some photos of the venue for Day 2, following Day 1.
【Expanding Passive Solutions to Meet Diversifying Investor Needs】 <Panelists> ・Annie Shum, Head of Business Strategy, CSOP Asset Management ・Lori Liu, Senior Vice President, Corporate Planning & Strategy Planning, Taiwan Stock Exchange (TWSE) ・Jason Stoneberg, CFA®, Head of Product, ETF and Indexed Strategies, Invesco ・Eddy Lam Managing Director, Asia, Direxion Asia <Moderator> ・Jason Ye, Director, Factors and Thematic Indices, S&P Dow Jones Indices 【Fireside Chat : New Access to ETFs through RFQ】 ・Miyuki Takemori, Director, Tradeweb ・Kei Okazaki, Head of ETF Secondary Trading, Senior Manager, Strategic Planning Group Equities Department, ETF Business Development and New Listings, Tokyo Stock Exchange
【Part 6: Future of Asset Management Business】
【Exploring Opportunities and Challenges of the Asset Management Business】 <Panelists> ・Yasuhiro Watanabe, Head of Wrap/ETF Business Department, Daiwa Asset Management ・Takashi Sakai, General Manager, Product Development Group, Merchandise Div. Asset Management One ・Hiroyuki Matsubara, Director of Sales, Global X Japan ・Hiroaki Iwasaki, Senior Executive Officer, Head of Intermediary Japan, State Street Global Advisors (Japan) <Moderator> ・Keichi Ohara, CEO, Japan Asset Management Platform Group
【Fireside Chat : Entrepreneurship in Asset Management Business: Alex Vynokur, CEO, Betashares】 ・Alex Vynokur, Founder and CEO, Betashares Capital ・Fiona Boal, Global Head of Equities, S&P Dow Jones Indices
【Part 7: Current and Future Status of Japanese Equity Market】
【TSE Indices as Japanese Equity Investments】 ・Keisuke Fukui, Manager, Strategic Planning & Index Development, Index Business, JPX Market Innovation & Research
【Benefits of Investing Tokyo Listed Products by Foreign Investors】 <Panelists> ・Masafumi Watanabe, Head of ETF Business Dept, Managing Director, Nomura Asset Management ・Sho Shibamoto, ETF Business Development Department, Nikko Asset Management ・Nippei Yasuoka, Head of Institutional Sales Japan, Optiver ・Shinya Tsujimoto, Ph. D., CFA, CMA, Representative Director / Director, Kashiwa Research Institute <Moderator> Kei Okazaki, Head of ETF Secondary Trading, Senior Manager, Strategic Planning Group Equities Department, ETF Business Development and New Listings, Tokyo Stock Exchange
【Part 8: Increase use of ETFs by Retail Investors and Development of Retail Business】
【Six Months New NISA : How Close to Home Has Investing Become for Individual Investors?】 <Panelists> ・Yuji Kusunoki, President, Rakuten Securities ・Yuko Seimei, Representative Executive Officer and CEO, Monex Group / President, Member of the Board, Executive Director, Monex ・Hiroyuki Ogawa, Senior Managing Director, Head of Retail, SBI Securities <Moderator> ・Tatsuya Goto, Economic Journalist
【What is the Ideal Wealth Advisor for Investors?】 <Panelists> ・Hisataka Tabe, President and CEO, Onado ・Ryuji Ando, Chief Executive Officer, Reliable Investment Advisors Japan【 RIA JAPAN】 ・Shinichiro Kai, Founder & CEO, FOLIO <Moderator> ・Kohei Morinaga, Founder & CEO, Manene
This year's ETF Conference was a success, with many industry professionals from Japan and abroad visiting the venue. ETFs, which first appeared overseas in the 1990s, have become an important investment product in Japan as a low-cost investment product. We hope that the next conference will be even more successful and contribute to the expansion of the ETF market.
※Day1 report
(Photo courtesy of S&P Dow Jones Indices / Articles, editing and production: GoodWay Media Promotion Division @ Goodway Inc.)
S&P Dow Jones Indices held "16th Annual Japan ETF Conference" at The Okura Tokyo on June 4th and 5th, 2024, which subject is to consider the Asset-Building and the mindset in a market dominated by volatility and inflation concerns. Innovations in passive investing may allow Japanese investors to mitigate risk and diversify beyond traditional allocations.
It might be a one of the largest ETF related conference in Asia and greatly succeed with a number of visitors not only from Japan but Singapore, Hongkong and allover the world through two days. Many experts from Japan and overseas are invited and gave lectures and panel discussions for participants those institutional investors, asset managers, securities companies, banks, financial planners and others (excluding individual investors) who are interested in ETFs. We will report this successful event with a number of photos as follows.
【Fireside Chat : European ETF Market Trends and Convenience for Japanese Investors】 ・Gaëtan Delculée: Global Head of ETF, Indexing & Smart Beta Sales, Amundi ・Katsumi Fujikawa, Representative Director, President & CEO, Amundi Japan
【Analyzing SPIVA : Benefits of Passive Investing】 ・Sue Lee, Director, APAC Head of Index Investment Strategy, S&P Dow Jones Indices
【Part 2:Examining the U.S. Equity Market: Lessons and Opportunities】
【Fireside Chat : U.S.- Japan Strategic Relationship and Impact of Upcoming Election on US foreign Policy in Asia Pacific Region】 ・Rahm Emanuel, United States Ambassador to Japan ・Dan Draper, Chief Executive Officer, S&P Dow Jones Indices 【Driving Growth in the ETF Market through Innovation】 ・Anna Paglia, Executive Vice President, Chief Business Officer (CBO), State Street Global Advisors
【Analyzing U.S. Equity Market from S&P 500】 ・Hamish Preston, Head of U.S. Equities, S&P Dow Jones Indices
【Part 3:Current and Future Status of Sustanability Investment】
【Promoting Sustainable Finance ~The Role of Finance for a Sustainable Society and Economy~】 ・Hideki Takada, Director of the Strategy Development Division, Financial Service Agency(FSA)
【Current Status of Sustainably Investing : How the Global IFRS Accounting Standards Could Impact Investors.】 <Panelists> ・Kenichiro Ono, General Manager, Co-Chief Stewardship Officer, Stewardship Development Department, Sumitomo Mitsui Trust Asset Management ・Koichiro Kuramochi, Chief Accountant / Director for International Accounting, Financial Service Agency(FSA) ・Natsuho Torii, Head, Sustainability, Japan Exchange Group (JPX) ・Takayuki Mamabe, Director, Corporate Engagement ESG (Japan / Korea), S&P Global Sustainable 1 <Moderator> ・Megumi Terayama, Director, Channel Management ESG, S&P Dow Jones Indices 【Part 4: Approaches for Institutional Investors: Tapping Into the Increasingly Accessible ETF Market】
【Fireside Chat: A Global Perspective on Institutional ETF Usage and its Future Growth】 ・Gary Buxton, Head of EMEA & APAC ETFs & Indexed Strategies, Invesco ・Tom Digby, Director, Head of ETF Business Development & Capital Markets, APAC, Invesco
【Ways Global Institutional Investors are using ETFs Robert J. Marrocco, Vice President, Global Head of ETP Listings, Cboe Global Markets】 <Panelists> ・Kohei Sasaki, Head of ETF, Indexing & Smart Beta Sales, Amundi Japan ・Hiroyuki Kishimoto, Head of Xtrackers Sales Japan, Client Coverage Division, DWS Investments Japan ・Deborah Fuhr, Founder, Managing Partner, ETFGI <Moderator> ・Hamish Preston, Head of U.S. Equities, S&P Dow Jones Indices 【The Evolving Landscape : Unveiling the Future of ETFs through the lens of institutional investors usage】
・Simon Klein, CIIA Head of Coverage Xtrackers, Global Head of X trackers Sales, Client Coverage Division, DWS International Gmb
【Fireside Chat: Expanding Fixed Income ETFs - Why do global investors use Fixed Income ETFs? A Fireside Chat between the World's Largest Provider and Market Maker】
・Kazuhisa Mikami, Head of Sales, Japan, Institutional Sales & Trading, Jane Street ・Wataru Asano, BlackRock Global Markets, ETF Capital Markets, Director, BlackRock Japan
【Fireside Chat : How to Manage Risk Using Derivative】
・Tim McCourt, Senior Managing Director, Global Head of Financial and OTC Products, CME Group ・Tim Brennan, Capital Markets & Exchange Strategy, S&P Dow Jones Indices
【How to Increase Use of ETFs by Regional Financial Institutions and Improvement of Trading Efficiency】
<Panelists> ・Ikko Takahashi Deputy General Manager, International Fixed Income & Equity Investment Department, Mizuho Bank ・Takamori Shimada, Assistant General Manager, Global Treasury and Fixed Income Investment Group, Treasury & Investment Division, Fukuoka Financial Group ・Takeki Yamada, Head of Japan Business, Institutional Trading, Flow Traders ・Osumi Yoshimasa, Senior Trader, Nomura Asset Management <Moderator> ・Takayuki Ishibashi, Vice President, Shares Execution Services Department, Goldman Sachs Japan
In a situation where Net Asset Value of global ETF(Exchange Traded Fund) is continuously expanding, this conference is held to contribute to the ETF market growth by sharing the latest information and knowledge regarding on ETF trends and issues lectured by the experts.
You can see pictures of the Day2 s follows. ※Day2 report
(Photo courtesy of S&P Dow Jones Indices / Articles, editing and production: GoodWay Media Promotion Division @ Goodway Inc.)