S&P 500: A Look Inside the World’s Most Popular Index
Event Description:
About $20 trillion USD of global assets are indexed or benchmarked to the S&P 500. For most people, it is simply how you own US stocks.
But the S&P 500 and the US stock market aren’t quite the same thing. SpaceX went public this year in a record-breaking IPO, yet it won’t automatically enter the index. And with companies such as Anthropic and OpenAI eyeing public markets, questions around what gets included, when, and why are becoming increasingly relevant.
At the same time, what drives the index changes over time. Sector composition rotates, concentration rises and falls. For investors in Asia, where the S&P 500 is often the largest single line in a portfolio, understanding those changes helps clarify what US equity exposure could actually look like in your portfolio.
To understand how the index works, join us on 1 September for a rare chance to hear directly from Amit Pathak, Head of U.S. Equity Product Management, Asia-Pacific, at S&P Dow Jones Indices.
What you'll walk away with:
An understanding of how the S&P 500 is actually built: what a company must do to qualify for addition, and what the index committee decides
A view of the key shifts shaping US equities, including the AI boom and long-awaited mega-IPOs, and where they show up across S&P 500 sectors
A clearer way to think about where the S&P 500 fits in your portfolio
Plus, attendees considering new additions to their portfolio will receive a special offer to help them get started.
About the speakers:
Amit Pathak, Head of U.S. Equity Product Management, Asia-Pacific, S&P Dow Jones Indices
Amit has more than 10 years of experience in various senior-level product and business roles in financial services across the region. Prior to joining S&P DJI, he worked at the Singapore Exchange and Bloomberg, focusing on thematic, smart beta and ESG product offerings. He started his career in investment banking working in a Global Markets role at Barclays Investment Bank and the Royal Bank of Scotland Group.
Justin Jimenez, Head of Macro and Investment Research, StashAway
Justin has more than a decade of experience in economic and investment research, and shapes the investment office's views on the global economy and asset classes. Prior to joining StashAway in 2022, he was an economist at Bloomberg.
About StashAway
StashAway is a digital investment platform that was launched in 2017 to empower people to build and grow wealth in the long term. Offering simple, intelligent, and innovative investment and cash management solutions, StashAway has led the way in transforming the way people invest and manage wealth. Today, StashAway operates in five markets: Singapore, Malaysia, Hong Kong, the UAE, and Thailand. The company was recognised by The World Economic Forum as a Technology Pioneer in 2020 and ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.
By registering for this event, you are deemed to have understood and consented to StashAway collecting your personal data that you directly input into the registration forms and contacting you thereafter in relation to our products, services, and events. We promise to send only the good stuff. However, if you ever wish to opt out, you can easily unsubscribe using the Unsubscribe feature included in the emails. If you wish to know more about our Privacy Policy, you can visit our Privacy Policy page where the policy will apply mutatis mutandis to the event that you have registered for.
S&P Dow Jones Indices is an independent third party provider of investable indices. S&P Dow Jones Indices does not sponsor, endorse, sell or promote any investment fund or other vehicle that is offered by third parties. The views and opinions of any third party speaker are his/her own and may not necessarily represent the views or opinions of S&P Dow Jones Indices or any of its affiliates.