Ausbond & Nzbond Indices Are Migrating Platforms
An announcement / consultation had been published in December 2024 to gather index user feedback: AusBond Enhancements and Methodology Change Consultation
We are hosting a webinar to clarify on inputs gathered during the consultation period, and it will cover the proposed changes in the index methodology and the index production process due to the platform migration. As this new platform is closely tied to the Bloomberg ecosystem, it would allow for greater flexibility and index customization in the future.
Discussion Topics
- Background for AusBond Enhancements and Methodology Changes
- Bond Level Data Changes
- Index Level Calculation Changes
- Other Methodology Changes
- Items for Consultation
- New Reporting Capability
- Terminal / PORT Impacts
- Q&A
Speakers
James Shao
Index Product Manager, APAC
Bloomberg
James Shao is an Index Product Manager at Bloomberg. In this role he is responsible for formulating and executing the firm's APAC index business strategy across index solutions in all asset classes. He also works with clients to implement custom index requests and co-develop custom index solutions, with the goal of developing a sustainable pipeline from clients for innovative solutions. Previously, he worked in various roles at Lehman Brothers, Citigroup and FTSE Russell. He has more than 10 years of experience in assisting Asian institutional clients with fixed income portfolio risk and performance analysis, as well as creating custom indices for client benchmarking purpose or for launching fixed income ETFs and funds.
James holds a M.S. in finance and B.S. in finance from the University of Illinois at Urbana-Champaign. He is a CFA Charterholder.
William Lim
Index Product Manager
Bloomberg
William Lim is a Product Manager at Bloomberg, leading cross-asset index product development in APAC. With over a decade of experience, he has worked closely with various financial institutions, delivering indexing and portfolio analytics solutions to meet their evolving needs. A CFA® charterholder and certified FRM, William collaborates with cross-functional teams to ensure the successful development and commercialization of Bloomberg's index products in APAC.