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Equity Custom Baskets

Learn more about Equity Custom Baskets
Managing and valuating customized portfolios to support investments and trading activities

S&P Global Market Intelligence provides a fully managed and scalable service for the management and calculation of custom basket. Our solution enables users to define and track equity custom baskets, whilst corporate actions, such as dividends, stock splits, mergers and acquisitions, are managed and verified by our team of experts.

We provide access to a consolidated view of all baskets in real-time, and with the service fully integrated with our Index and ETF aggregation and distribution service, published information is automatically delivered out to the marketplace including exchanges and banks.

Download Equity Custom Baskets Factsheet

Download Equity Custom Basket Calculation Methodology
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Why S&P Global Market Intelligence?

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Simplified Workflow

Use our web user interface or API to create, calculate, analyze and distribute equity custom baskets

Fast and efficient

T+1 distribution to market participants from basket creation

Delivery

Publish information via Bloomberg, Refinitiv (third party distribution platforms) or FTP/SFTP

Global Support

Leverage a global team of experts to manage the custom basket lifecycle

Transparency

Transparent and configurable treatment of corporate actions

Related Products

Exchange Trade Products

Gain visibility into market activity and fuel investment strategies

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Index Management

Access global multi-asset index data, including changes to constituent's number of shares, free floats, additions and deletions

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Screening and Regulatory Data Solutions

Streamlining regulatory and compliance reporting

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Experts

Garrett Burke

Garrett has over 16 years of experience in managing financial market data with an explicit focus on index data management, and has architected data management solutions for asset managers, owners and servicers across the globe. Throughout his career he has served as both a Sales Engineer and Product Manager for data management software and services focused on topics ranging from Performance Attribution to Portfolio Management.Garrett joined the company in 2015 and holds a B.S. in Economics and Finance from Miami University.

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