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A better way

to

index

.

invest

.

think

.

grow

Amplify the power of direct indexing through better indexes
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Who are we? Discover the journey that led to the BX Vision

The rapidly growing direct index market promises excellent prospects for investors, including tax-loss harvesting, personalisation and ESG compliance.
So we decided to create BX Index, a dedicated platform aimed at optimizing strategies, managing risk and improving portfolios.
However, most current direct indexes have an unmanageably large number of holdings and do not take full advantage of the potential for alpha, yield, or risk management. We believe that this can not only be provided, but with a much more manageable number of holdings.

Meet the team

An Upgrade. That's what we do


We are putting the power back into the hands of financial advisors
Features
ETF's
Direct Indexing with Others
Taxation
Performance
Optimal no. of holdings
Personalization
Cost
Open architecture
Transparency
Insufficient
Moderate
Superior

Unlocking tomorrow's potential.
Next-Gen investing tech

Navigate the evolution from the Past to the Future with BX Index. Peering through the lens of time, let's discern the milestones and turning points in the world of indexing.
1980's
Mutual Funds Were used as an investment option offering broad diversification, professional management, and instant diversification.
But they were not perfect, as:
◆ Limited transparency

◆ Limited liquidity

◆ No direct ownership of stock
◆ High Expenses

◆ Tax Inefficiency

◆ Lack of personalization; investors were part of a large ownership group
1990's
Separately Managed Accounts (SMAs): Offered personalized ownership, transparency, and tax efficiency, allowing investors to directly own individual accounts, observe holdings, all managed by the same trusted companies as mutual funds.
But they were not perfect, as:
◆ Still expensive with high minimum investments

◆ Lower liquidity compared to other options
◆ They were apprehensive to sell losses, to harvest tax loss - the structural function was devoid of tax loss
2000's
Exchange-Traded Funds (ETFs): Introduced primarily as an indexation vehicle ETF’s offered more flexible investment option with instant liquidity, no minimum investment, and lower expenses than mutual funds and SMAs.
But they were not perfect, as:
◆ Still bundled with other investors

◆ Less customization
◆ Limited transparency

◆ No direct ownership of stock
2020's
Direct Indexing (DI): Introduced to address common negatives of lack of customisation and offer tax loss-loss-harvesting options by providing customization and tax optimization.
But they were not perfect, as:
◆ High number of holdings (100s)

◆ Closed architecture
◆ Designed for mediocre (benchmark) performance
Now
.
BX Index. The future in index investing

Our Partners

 

Lineup: Our premium indexes

All indexes and research provided are strictly for financial professional use only and not to be shared with the public. Indexes are licensable through BX Index by financial professionals. Please contact BX Index for more details. Contact us to learn how to liscence the inedexes.
Index Name
Number of Holdings
3Y Annual Return*
Inception Return*
BX Triple Screen Momentum
3 ETFs
6.84%
11.51%
Details & factsheet
BX Dividend Yield & Momentum
50 Stocks
10.97%
15.42%
Details & factsheet
BX US SMID Trend
Capture
50 Stocks
7.06%
19.31%
Details & factsheet
BX/FT American Disciplined SmallCap
120 Stocks
8.42%
11.01%
Details & factsheet
BX/Thor International
10 ETFs
1.94%
11.29%
Details & factsheet
BX Trend Fantastic 5
5 ETFs
19.5%
17.18%
Details & factsheet
*As of January 2024
See all indexes
DISCLAIMER
Performance Disclosure

All indexes and research provided are strictly for financial professional use only and not to be shared with the public. Indexes are licensable through BX Index by financial professionals.

Please see the index fact sheets for more information about any specific index, including launch date. Some of these indices contain data that reflect “hypothetical” or “back-tested” returns. All information prior to an index’s launch date is hypothetical(back-tested), not actual performance, and is based on the index methodology in effect on the index launch date applied to the universe at the time. Complete index methodology is available upon request. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance and may be considered to reflect survivor bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Past performance is not an indication of future results. Back-tested performance is for use with institutions/financial professionals only and is not for use with retail investors.

Index returns do not represent the actual trading of investable assets/securities. Index One maintains the index and calculates index levels and performance shown but does not manage actual assets. Returns shown do not reflect any sales charge or investment management fees that may have been paid.

General Disclaimer

BX Index and its third-party index providers do not provide investment or tax advice. BX Index and its third-party index providers make no representation or warranty, express or implied, as to the ability of any index to accurately represent its objective and they shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is no guarantee of future results. All information provided is general in nature and not tailored to the needs of any person(s) or entities. BX Partners and its third-party index providers are not an investment nor tax advisor and make no representation regarding the advisability of investing in any specific index model for any client.

Webinar Recordings: elevate your skills with experts

February
29
A Better Way to Index - A Better Way to Invest
Recording Available
This Program will allow advisors to see what the future looks like for investing with indexes. We will cover:

◆ Customization of your own index.

◆ The ease and power of Tax Loss Harvesting, Portfolio Transitions, & custodial integrations.

◆ See blending systems that allow for state-of-the-art models and UMAs.

◆ Introduction to pre-built indexes on the platform designed for core, alpha, tactical, risk management, yield, and more.

Our partnership is more than just direct indexing. It's utilizing indexes to build better client solutions, and to also enjoy the benefits of transparency which allows for customization and tax controls
Watch Recording