Index investing is evolving rapidly. Advances in data, customization, and private markets are creating new opportunities, while also raising important questions about implementation, transparency, and investment outcomes.
This event explores how investors are moving beyond traditional approaches to index construction and application. Speakers will discuss how customized indices can help investors better reflect specific portfolio objectives and requirements across both public and private markets.
Topics include the limitations of generic ESG data, the unintended consequences of fully transparent index methodologies, the impact of front-running, and the importance of incorporating trading costs into index design. The program will also examine how private markets indices can help address longstanding challenges associated with private markets investing.
In addition, two leading asset owners will present practical case studies. APG will share how it developed a customized index for ABP to address several shortcomings of traditional index investing, while Scottish Widows will demonstrate how customized indices can be used to meet investment and sustainability objectives across multiple public and private market asset classes.
Organized in partnership with Robeco, this event combines academic insights, practitioner perspectives, and real-world case studies on the future of index investing.
📅 Date: Thursday, 24th of September
🕒 Time: Coffee, 15:30 - 17:30 + drinks
📍 Location: Hotel nhow, Amsterdam
Program
15:00 – 15:30 Registration and welcome coffee
15:30 – 15:40 Welcome and opening – Anne-Marie Munnik, Executive Director, CFA Society Netherlands
15:40 – 16:05 Joop Huij, Associate Professor of Finance, Rotterdam School of Management, Managing Director, Robeco Indices;
16:05 – 16:30 Gerben de Zwart, Head of Investment Solutions, APG
16:30 – 16:40 Coffee break
16:40 – 17:05 Simon Lansdorp, Director, Robeco Indices
17:05 – 17:30 Scottish Widows (speaker to be confirmed)
17:30 – 18:30 Networking reception
