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The BX Vision: What makes our Indexes stand out.

Compact and Efficient Holdings
Our indexes are designed to be far more compact than typical offerings in the market, featuring between 10 to 40 holdings compared to the hundreds or even thousands seen elsewhere. This streamlined approach ensures more focused and manageable portfolios, giving you a greater sense of ownership over your investments.
Performance Driven Design
We prioritize performance over mediocrity. Our indexes are engineered to deliver superior results, aiming to maximize returns and enhance client satisfaction.
Custom Index Creation
We understand that every advisor has unique needs. BX Index offers the potential for custom index creation in partnership with our network of index creators. These bespoke indices can be white-labeled by advisors for exclusive use with their clients, subject to minimum requirements.
Diverse Mandates for Comprehensive Solutions
Each index within our collection is crafted with distinct mandates, allowing them to be combined seamlessly to create complete, tailored portfolio solutions for clients. This flexibility empowers advisors to meet a wide range of investment objectives.
Open Architecture Sourcing
BX Index collaborates with a variety of index creators around the world because we believe that no single entity holds a monopoly on the best ideas or techniques. This open architecture approach allows advisors to combine indices with different types of drivers, potentially resulting in lower correlation among the index sleeves and better risk-adjusted returns.

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.
1970s
Mutual Funds & Index Funds
Diversified Beta at a low cost
1980s
SMAs
Introduction of tax optimization for clients
1990s
ETFs
Access to cheap Beta
2010s
Robo Advisors & PM Software
Simplification and improved operational efficiency to advisors
2020s
Personalized Indexing
Tax-loss harvesting and customization of large indexes
Now
The future of index investing

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

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
1Y Return*
3Y Ann. Return*
Holdings
BX Dividend Yield & Momentum
33.12%
12.05%
50 Stocks
Details & factsheet
BX/Syntax Moat Index
14.81%
8.26%
50 Stocks
Details & factsheet
BX/FT American Disciplined SmallCap
19.07%
7.78%
120 Stocks
Details & factsheet
i1 US Mega Cap 50
30.96%
10.64%
50 Stocks
Details & factsheet
BX Trend Fantastic 5
46.51%
21.85%
5 ETFs
Details & factsheet
*As of August 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.

Upcoming Webinar: elevate your skills with experts

September
5th
Building an Alpha-Seeking Portfolio: Asset Allocation & Risk Management
September 5th @ 11:00-12:00 AM EDT 
Join Index One for an insightful webinar with BX Partners, Artha, Libra Investment Services, and Trendrating as we explore:

➡️ Ways we find alpha
➡️ The impact of market conditions on alpha strategies
➡️ The power of trend capture strategies
➡️ Creating your own alpha-seeking asset allocation strategy
Register Now
Can't make it? Register today and we’ll send you a recording of the webinar after it has ended.
September
12th
Risk Management Strategies to Mitigate Drawdowns
September 12th @ 1:00-2:00 PM EDT 
Join BX Index for an in-depth webinar on advanced risk management strategies and techniques for managing drawdowns in today's volatile market environment.

In this webinar, our expert panel will explore:

➡️Understanding Drawdowns: Learn how to identify and measure drawdowns, and why they matter for long-term portfolio performance.
➡️Discover innovative indexing strategies designed to mitigate risk and manage drawdowns more effectively than traditional methods.
➡️Dynamic Risk Management: Explore how BX Index's strategies adapt to changing market conditions to help protect against severe market declines.
➡️Balancing Risk and Return: Learn how our methodologies aim to reduce portfolio volatility and maximum drawdowns without sacrificing potential for growth.
➡️Real-World Applications: See case studies demonstrating how financial advisors have successfully implemented BX Index strategies to manage risk for their clients.
➡️Q&A Session: Get your questions answered by our panel of investment professionals.
Register Now
Can't make it? Register today and we’ll send you a recording of the webinar after it has ended.