Our Mission & Vision
Bulmer Index Group develops high‑integrity indices that illuminate transformational megatrends and enable institutional investors to access them. Our mission is to elevate thematic investing through transparent, rules‑based methodologies and rigorous research. Our vision is a world where investors trust indices as impartial, investable reflections of structural change.
Independent, Transparent & Rules‑Based Indices for Institutional Investors
Bulmer Index Group designs independent, transparent indices that capture emerging structural themes and provide objective, rules‑based benchmarks for institutional investors. Our disciplined methodologies and rigorous research empower asset managers and ETF issuers worldwide with investable, high‑integrity exposures.
Our Core Principles
Independence – We operate free from conflicts of interest and external influence.
Transparency – Our methodologies, rules and rebalancing schedules are fully disclosed.
Rules‑Based – Each index follows disciplined, repeatable selection criteria rooted in objective data.
Research Excellence – We combine thematic insight with rigorous market analysis.
Investability – Our indices meet stringent liquidity and size thresholds to ensure tradability.
Consistency & Discipline – We maintain stable exposures and uphold long‑term index integrity.
Our Story
Bringing over 30 years of investing experience, Bulmer Index Group was born from a conviction that thematic investing deserves more than marketing narratives. We exist to build high‑integrity benchmarks that accurately reflect structural change. As an independent index provider, we empower investors with transparent, rules‑based indices that capture transformational megatrends and enable disciplined allocation. Our methodology is grounded in rigorous research, objective criteria and institutional governance, so investors can trust our indices to serve as investable, unbiased tools for strategic portfolio construction.
Why Better Benchmarks Matter
Traditional thematic indices are often marketing-driven and opaque. At Bulmer Index Group we believe investors deserve objective, rules‑based benchmarks that provide clarity and investability. Our independence ensures no conflicts of interest, while our transparent methodologies and stringent liquidity and size screens ensure that our indices are investable, tradable and reflective of real economic themes.
Capabilities
Bulmer Index Group offers comprehensive capabilities spanning index design, licensing, methodology development and maintenance, research and market intelligence, and bespoke index solutions. We collaborate with asset managers and ETF issuers to design transparent, rules -based benchmarks that are investable, tradable and aligned with institutional standards.
Index Design & Licensing
We design objective, transparent and investable indices and provide licensing solutions for ETFs and investment products seeking to track them.
Research & Market Intelligence
Our analysts deliver deep research, thematic insights and market intelligence to support informed product development and investment decisions.
Custom Index Solutions
Partnering with asset managers, ETF issuers and institutional investors, Bulmer Index Group develops bespoke rules-based indices tailored to specific investment objectives. From thematic benchmarks to custom weighting methodologies, our collaborative approach delivers transparent, investable solutions designed to meet institutional standards.