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Custom Baskets

Independent, outsourced calculation services

Our Custom Basket service provides independent, outsourced calculation services for an index of client-selected securities, tracking and managing the corporate events affecting the portfolio.

The management, verification and implementation of corporate actions is complex and time-consuming for you to manage in-house. To streamline the process, we provide a fully managed and scalable solution enabling you to optimize the choice of assets for a given portfolio.

Corporate actions such as stock splits, dividends, mergers and acquisitions are managed and verified ensuring changes are implemented promptly and accurately. Our service is transparent, predictable, and highly configurable ensuring to easily replicate the baskets to support investments and trading activities associated with them.

We provide a consolidated view of all baskets on a daily basis, and the information is automatically delivered out to the marketplace including end clients, other vendors and exchanges. The service is fully integrated with the Index and ETF aggregation and distribution service, offering real-time publication from the point of basket capture downstream to the consumer.

Why IHS Markit?

Download: Custom Baskets factsheet

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Sophie Cortes

Ms. Cortes has over 20 years of experience in financial markets and in-depth expertise of Index/ETF Aggregation and Dividend Forecasting. Since joining IHS Markit (previously Markit) in 2003, Ms. Cortes has held several roles across diverse business lines including Sales, Operations and Client Services, across the European, Middle East and African (EMEA) and Asia Pacific (APAC) regions.Ms. Cortes holds masters in European Management Strategy and International Business.

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Charles Glah

An investment professional and an Associate member of the CFA UK, Mr. Glah has over 25 years global experience within the Asset Management Industry and over 6 years of experience in machine learning technologies. As the Global Head of Custom Baskets Integrated Solution, Mr. Glah leads on internal and external collaborations, developing the strategic vision as well as product development and design. He has an investment strategy focus, as well as the application of learning technologies to deliver innovative client solutions. Mr. Glah has led the education of Central Banks, Sovereign Wealth Funds in multi-asset class analytics and investment strategy, while working in New York, London, Hong Kong, Singapore.

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Alisdair Donaldson

Mr. Donaldson has more than 15 years of experience in financial services and financial markets in the United Kingdom and Australia. He has both product and operations management expertise that is key to the core Index and ETF data management product, as well as the regulatory and analytical needs of the ETF and Index marketplace. Mr. Donaldson joined the practice in 2011. He holds a Bachelor of Commerce from La Trobe University, Australia.

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Christopher Hare

Having joined IHS Markit in 2016, Mr. Hare is responsible for managing strategic initiatives, designing, building and delivering innovative products spanning Custom Baskets, Indices, ETFs, Dividends and Regulatory concerns. With over 15 years of financial markets experience, Mr. Hare started his career as a full stack developer for a social media firm and continued on to work at Bank of America Merrill Lynch and Citigroup in capacities as both project management and business analyst in support of DeltaOne businesses. Mr. Hare has an in depth understanding across a wide range of disciplines including trading, execution, risk, market making, modelling, settlements and confirmations.

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