S&P Indices - March 2026 Quarterly Rebalancing
Details on the latest quarterly rebalance of the S&P indices for the ASX & US.
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How to Create a Custom Index
An easy way to create a custom index of a basket of stocks, or portfolio, is to simply add them together in what is called a price-weighted index.
How to
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Now Available: Short Interest Data for US and Australian Equities
Clients with Australian or US fundamental data enabled on their accounts now have access to short interest data.
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Now Available: World Commodities Data
New data is available for global prices in energy, metals, industrials, agriculture, and livestock.
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New Data Options: Improved Market Breadth, Economic, and US Mutual Funds
A quick update on improvements to Optuma's Data Products.
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New in Optuma: Updated Exchange Sector & Industry Groups
You may have noticed that the exchange Sector and Industry groupings in Optuma's Security Selection window have been updated. Here's what's changed.
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S&P Indices - March 2023 Quarterly Rebalancing
Details on the latest quarterly rebalance of the S&P indices for the ASX & US.
Commentary
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S&P Indices - Quarterly Rebalancing
Details on the latest quarterly rebalance of the ASX200 ($XJO) and S&P500 ($SPX) indices. How do stocks perform after joining the index?
Commentary
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ETF Net Fund Flows
Following on from the additional ETF data that was recently added to our database, we're pleased to announce that we are now able to provide net fund flow data for ETFs listed on a number of exchanges.
Product
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Now available: US ETF Fundamental Data
We are always looking at ways to improve Optuma, and ahead of the upcoming version 2.1 release (we’ll be looking for beta testers very soon!) we’ve added more ETF data to our US Fundamental database.
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