Independent, Rules-Based Indices for Institutional Investors
Bulmer Index Group develops transparent, revenue-driven indices built on objective methodologies and rigorous research, providing investable exposure to transformative industries.
We apply clear rules-based eligibility screens, investability constraints, diversification controls, and disciplined rebalancing.
We design a select family of high-conviction, rules-based thematic indices built for institutional implementation.
Why Bulmer Index Group
- Transparent & Objective: Clear rules-based eligibility screens and revenue-driven weighting deliver true thematic exposure.
- High Conviction: Focused on a select family of thematic indices capturing structural growth trends.
- Institutional-Grade Methodologies: Rigorous research, investability screens, diversification controls, and disciplined rebalancing ensure reliable index construction
News and Highlights
Enterprise Software Rebounds as AI Winners Begin to Separate
Enterprise software stocks are showing renewed strength as investors increasingly distinguish between companies threatened by AI and those positioned to benefit from it. Atlassian surged after reporting 28% revenue growth and strong cloud and AI demand, while Cloudflare jumped after beating expectations and raising its full-year outlook.
The moves add to signs that the indiscriminate selloff across enterprise software may be giving way to a more selective market focused on AI adoption, durable growth and competitive positioning.
Investor focus shifting from AI infrastructure spending toward enterprise software following another week of volatile trading
While parts of the AI hardware and semiconductor complex remain under pressure, investors rewarded software leaders demonstrating measurable AI adoption, recurring revenue growth and disciplined capital allocation. The rotation highlights a growing emphasis on AI monetization rather than AI spending alone, reinforcing the importance of enterprise software in the next phase of the AI investment cycle. Read more
Investor attention turns to one of the most important earnings weeks of the year as Alphabet, Tesla, Intel and other technology leaders report results
Following recent weakness in AI and semiconductor stocks, earnings will provide fresh insight into enterprise AI spending, infrastructure investment and the durability of the AI investment cycle. The results could shape market leadership and thematic investing trends through the second half of 2026. Read more
Our Capabilities
We provide comprehensive index capabilities across research, development, methodology design, licensing, and market intelligence. Our approach focuses on transparent, rules-based solutions that meet the objectives of institutional investors.
Custom Index Design
We create custom indices tailored to specific mandates, objectives, and themes, providing precise exposure with transparent methodologies.
Index Licensing & Calculation
We license and calculate indices for ETF issuers, banks, and asset managers, delivering reliable data services and seamless integration for institutional implementation.
Transparent Methodologies
Our rules-based index methodologies provide investors with clarity and trust. Each index employs revenue-driven eligibility, investability screens, diversification controls and quarterly rebalancing. Explore our methodologies to understand how we construct indices that capture structural growth themes.
Licensing & Partnerships
Bulmer Index Group partners with ETF issuers, banks and asset managers to license our rules‑based thematic indices. Our transparent methodologies, investability screens, and revenue‑driven eligibility ensure investable, pure‑play exposure. Contact us to discuss custom licensing solutions and explore how our indices can support your next investment product.