Custom Baskets
Transform Your Trading Game: Elevate Your Investment and Trading Strategies with Expert Management and Valuation of Custom Baskets
S&P Global’s Custom Baskets provides a fully managed and scalable service for the management and calculation of custom baskets. This service is expertly designed to meet the evolving needs of investors in today’s dynamic financial landscape.
Our solution enables users to define, track and optimize custom baskets effortlessly, while corporate actions, such as dividends, stock splits, mergers, and acquisitions are meticulously managed and verified by our team of seasoned experts, ensuring utmost accuracy and compliance with regulatory standards.
Key Benefits
Fully Scalable
Designed with scalability at its core, our solution seamlessly engineered to automatically manage and dynamically handle complex corporate actions processing and implementation.
Speed to Market
Facilitating rapid time-to-market from basket creation to dissemination, ensuring efficient distribution to all relevant market participants enabling faster execution.
Streamlined Workflow
Supporting effortlessly create, calculate and distribute custom baskets using our user friendly web based interface and robust API integration
Out-and-out Transparency
Providing full visibility with configurable corporate actions treatments, standardised methodology, user defined templates and proactive bottom-up calculations accessible via web user interface or API.
Dedicated Global Support
Leverage a global team of experts with deep domain knowledge and available 24/5 to support and manage your complete custom basket lifecycle with industry best practices and reliable client services at every stage.
Multi-Channel Delivery
Offering flexibility to publish basket data through client's preferred third-party platforms, Flat files via FTP/SFTP, API and secured web portal ensure the basket data smoothly reaches the preferable users of client’s selection.
Flexible Configuration Options
Empowering clients to tailor their custom baskets to specific investment strategies including Ad-Hoc rebalancing, Intraday valuations, dividend reinvestment options, bespoke tax rate to align with client requirements.
Customer Profiles
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Our Customers
Investment Banks
Exchanges
Derivative Issuers
Proprietary Traders
Asset Managers
ETF Issuers
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Target Use Cases
Structured Products Modelling
Portfolio Tracking and Management
Index Prototyping
Strategy Backtesting
Research
Derivatives Modelling
Security Performance Analysis
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Target Datasets
Security Reference Data
Independent Price, Fx Rate Source
Intraday Prices
T+ Corporate Actions & Dividends
Rebalance Events
Products and Solutions
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Custom Baskets
EBS Custom Baskets offer a rapid and flexible solution for creating, configuring and analysing baskets of tradeable securities. This capability empowers users to adapt quickly to market changes and seize emerging opportunities.
By leveraging the largest globally available database of ETF and index data within the financial markets, S&P Global effectively manages the valuation, maintenance and distribution of custom baskets. Our platforms offer real-time access to a consolidated view of all baskets, enhancing transparency and improving decision-making capabilities.
We have access to utilize cutting-edge data extraction channels to secure extensive global coverage of trusted pricing and corporate actions data, providing seamless connectivity to market leading pricing disseminators for both End-of-Day and Intraday valuations.
With our service fully integrated with API, users can access a holistic view of all custom baskets on demand via API or web user interface facilitating intuitive insights and analysis. The user-friendly interface facilitates easy navigation, enabling users to delve into specific components and historical performance metrics with ease.
Our solution enables users to define, track and optimize custom baskets effortlessly, while corporate actions are meticulously managed and verified by our team of seasoned experts, ensuring utmost accuracy and compliance with regulatory standards.
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Core Features
Insights
The Curious Case of Custom Baskets: Unlocking Personalized Efficiency in Investments
Custom baskets are increasingly becoming popular for its unique advantages in personalization and flexibility. This trend is driven by a growing demand for a streamlined and efficient approach to managing proprietary indices and customized portfolios that enhance investment insights, performance tracking and valuations. Beyond its personalization benefits, custom baskets offer an efficient and highly automated solution, allowing investors to concentrate more on their investment strategies.
Embracing this approach, clients can avoid the complexities and higher costs associated with engaging multiple providers to launch bespoke baskets or maintaining them internally.
Our automated service empowers users to effortlessly design and establish custom baskets by selecting their preferred assets from a comprehensive range of equities stock universe.
Experts
S&P Global Market Intelligence
Garrett Burke
Garrett Burke heads the Index Management Solutions business at S&P Global Market Intelligence, based in New York.
Garrett Burke
Executive Director, Product Lead – Index Management, ETF and Benchmarking Solutions
S&P Global Market Intelligence
Aisling O’boyle
Aisling O'Boyle is the global head of the EBS Product Management team at S&P Global Market Intelligence.
Aisling O'Boyle
Executive Director, ETF Solutions
S&P Global Market Intelligence
Anthony Rayar
Anthony Rayar is the ETF Management Product Lead at S&P Global Market Intelligence.
Anthony Rayar, CETF
Director, Americas ETF Strategy
S&P Global Market Intelligence
Kevin Lee
Kevin Lee brings over 20 years of experience in trading ETFs and equity derivatives, having worked at both banks and broker-dealers.
Kevin Lee
Director, iNAV - Real-time pricing
S&P Global Market Intelligence
Tancrede Collard
Tancrede Collard is responsible for the design and delivery of innovative products with a focus on fund and index compositions and derived data for trading desks.
Tancrede Collard
Director, Head of Innovation, ETF and Benchmarking Solutions
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