BX Index Announces Strategic Partnership with Artha
BX Index is excited to announce our strategic partnership with Artha, a comprehensive platform developed by Global Beta Advisors. This collaboration aims to set a new standard in portfolio management and optimization by integrating BX Index's advanced indexing solutions with Artha's cutting-edge technology. (www.helloartha.com).
Key Highlights of the BX Index and Artha Partnership:
Better Performance: Access indexes designed to help advisors deliver better performance, sourced by BX from top-notch index creators worldwide that are not otherwise accessible for advisors.
Powerful Analytical Tools: Artha's platform provides detailed statistics on holdings, risk, performance, and benchmark comparisons, empowering advisors with critical data for informed decision-making.
Enhanced Strategy Creation: Financial advisors can now design and manage custom blends of indices tailored to specific investment strategies, backed by BX Index's rigorous testing and validation processes.
Our collaboration with BX Index marks a significant step forward in our mission to empower financial advisors with innovative tools and insights.
Justin Lowry
President & CIO of Artha
Tax Optimization: Advanced tax-loss harvesting features and configurable security replacements ensure optimized portfolio management and compliance with tax regulations.
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.
