The BX Platform: What makes our approach stand out.
1
Compact & Efficient Holdings
Most BX indexes only have 5-50 holdings, providing greater transparency, control, and impact.
2
Performance Driven Design
Designed to outperform benchmarks, our strategies prioritize superior returns over market mediocrity.
3
Open Architecture
Partnering with top index creators globally, we combine diverse strategies for better risk-adjusted returns.
4
Data Backed & High Conviction
Rigorous analysis and correlation insights power adaptive models built to navigate market shifts.
5
Risk, Engineered for Success
We don’t just manage risk; we strategically optimize and leverage it to enhance portfolio performance.
BX started with a simple realization: traditional indexes and strategies are too bloated and inefficient.
So, we created a smarter, more streamlined approach—one that puts control back in investors’ hands.
Advisors needed a better way to build high-conviction portfolios without sifting through thousands of holdings.
See how the BX Booster transforms client portfolios:
Watch the short animated video below
An Upgrade. That's what we do
We are putting the power back into the hands of financial advisors
Features
ETF's
Direct Indexing
Taxation
Performance
Optimal no. of holdings
Personalization
Cost
Open architecture
Transparency
Insufficient
Moderate
Superior
BX Index Managers
Lineup: Our premium strategies
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 Partners by financial institutions. Please contact us at [email protected] for more details.
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.
Webinars: elevate your skills with expert insights
Missed the live webinar? Catch up on this forward-looking conversation with Craig Cmiel, Chris McHeffey, and special guest Donald Luskin as they explore the key forces shaping markets in 2025 and beyond.
In this timely session designed for financial advisors, we cover: ◆ Tariffs and global trade realignments ◆ Inflation and interest rate outlook ◆ Washington policy shifts ◆ Capital markets and the AI effect ◆ Strategic implications for portfolio positioning
Gain clarity in an uncertain economic landscape with insights that help you navigate what’s ahead for your clients and your practice.
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