Inside the Index: What Inclusion Means for Listed Companies

Inclusion in a major market index is a structural inflection point. It reshapes investor demand, alters liquidity, and raises governance expectations. Yet for many boards and executives, indexation remains poorly understood. In this session, Sean Freer, Director, Global Exchange Indices at S&P Dow Jones Indices, breaks down how index inclusion works. Drawing on senior roles at Franklin Templeton, AMP Capital, and Fidelity International, Sean combines deep expertise in benchmark construction and capital markets with a clear, practical delivery. He translates complex index mechanics into insights leadership teams can act on.

Speakers and Panellists:

In the videos:

You’ll gain:

• The Anatomy of the S&P/ASX 300: Behind-the-scenes of construction and recent methodology changes.

• The Lifecycle of Entry & Exit: Understanding the journey and the drivers of inclusion.

• The "So What": Navigating liquidity, passive fund flows, and the governance implications of your index status.

Disclaimer: 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.