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Our Due Diligence and Strategy Selection Criteria

At BX, we take a comprehensive approach to strategy selection, spending hundreds of hours evaluating opportunities and meeting with fund managers to identify only the highest-quality investments. This rigorous due diligence process is designed to ensure that every portfolio we offer is optimized for performance and long-term success.

Here are the key criteria we follow to achieve that:
Rules-Based Construction
At BX, our portfolio strategies employ a rules-based approach in index construction, characterized by a process with repeatability and unbiased objectivity. Consistency is inherent in all the indexes we present to you.
Streamlined & Targeted Portfolios
These indexes are meticulously optimized to streamline portfolios, reducing holdings and placing a heightened focus on exposure. Drawing from years of experience, we are convinced that delving into smaller factor-class universes is the key to achieving optimal performance.
Factor-Focused Alpha Generation
We prioritize strategies adept at extracting maximum alpha within their specific factor-classes, reinforcing our commitment to delivering sustained superior performance. Anchoring our approach is a systematic rebalancing strategy, conducted on a
monthly, quarterly, or semi-annual basis.
Consistent Risk-Adjusted Outperformance
Our methods enabled us to offer strategies that consistently demonstrated risk-adjusted outperformance against ETFs or benchmarks, providing you with a reliable avenue for investment success.