Index Licensing for Institutional Investors
Unlock differentiated exposure with our transparent, rules‑based indices. Bulmer Index Group provides institutional investors with pure‑play thematic benchmarks, enabling ETF issuers and asset managers to build innovative products with confidence.
Index Licensing Solutions
Our indices underpin ETF, mutual fund, structured product, SMA and model portfolio offerings. We provide the licensing frameworks, data and documentation needed to integrate our benchmarks seamlessly into your investment vehicles—ensuring regulatory readiness and institutional-grade support.
Custom Index Development
Partner with our index specialists to develop bespoke benchmarks aligned with your strategy. Whether you need a targeted thematic index or a custom factor tilt, we design, model and implement indices that meet your specific objectives—delivering full methodology documentation and stakeholder training.
Index Calculation & Coordination
We coordinate independent calculation agents and disseminate index values across vendors on your behalf. Our team manages corporate action processing, rebalancing, data delivery and reporting—ensuring accuracy, compliance and operational efficiency.
Our services
Bulmer Index Group offers a comprehensive suite of services spanning index licensing, custom index development, methodology design, index calculation coordination, index maintenance, and research & market intelligence. Our expertise ensures that your investment products are supported by robust methodologies, independent governance, and continuous support.
Index Licensing
Comprehensive licensing agreements for ETFs, mutual funds, structured products, SMAs and model portfolios, with robust data delivery and marketing permissions.
Custom Index Development
Design bespoke indices aligned with specific investment strategies, supported by rigorous modelling, methodology documentation, and training.
Index Calculation Coordination
Coordinate third-party calculation agents, manage corporate actions and rebalancing schedules, and deliver accurate index levels, constituents and statistics with compliance oversight.
Methodology Design
Develop transparent rules-based methodologies, weighting schemes and rebalancing rules, supported by independent governance and comprehensive documentation.
Additional Services
Index Maintenance ensures your benchmarks remain accurate and timely through corporate actions processing, constituent changes, and ongoing data integrity. Our Research & Market Intelligence service delivers thematic research, market insights and performance analysis to inform your investment strategy and product development.
Index Maintenance
Continuous Upkeep
We handle daily corporate actions, constituent changes, and share updates, ensuring your index remains accurate, timely and aligned with its methodology.
Quality Assurance
Our team monitors data integrity, resolves anomalies, and communicates constituent changes, so you can rely on consistent and dependable benchmark values.
Research & Market Intelligence
Market Insights
Our analysts provide timely market commentary, sector trends and macro insights to support product development and client engagement.
Thematic Research
Our researchers perform deep-dive thematic studies on emerging industries and technologies, producing detailed performance analysis and investment insights to help you evaluate opportunities and refine your product strategy.
Licensing Process
1. **Discovery** – We listen to your objectives, target exposure and product requirements.
2. **Evaluation** – We assess suitable Bulmer indices or design custom benchmarks aligned with your strategy.
3. **Agreement** – We formalize licensing terms, data delivery and documentation to support your product.
4. **Implementation** – We coordinate index calculation, data integration and product launch activities.
5. **Ongoing Support** – We provide continuous index maintenance, reporting and responsive client service.
Why Partner With Bulmer Index Group
Our firm combines transparent rules-based methodologies, independent governance and oversight, innovative thematic expertise, institutional-quality documentation and responsive client support to empower your investment products.