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# BX Index

A better way to index. Amplify the power of direct indexing through better indexes. 

## Sitemaps

- [XML Sitemap](https://bxindex.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [BX and Nitrogen: Best Ingredients For Investment Models](https://bxindex.com/bx-and-nitrogen-best-ingredients-for-investment-models/) - BX x Nitrogen: Best Ingredients For Investment Models July 16th, 2026 BX's Chris McHeffey talks about the best ingredients for investment models. See the BX x Nitrogen Models
- [BX and Nitrogen Models](https://bxindex.com/bx-and-nitrogen-models/) - BX x Nitrogen Models July 16th, 2026 Michael O'Keefe talks about the BX x Nitrogen Models See the BX x Nitrogen Models
- [2026 BX Performance Summary: Outperformance With Strong Risk Discipline](https://bxindex.com/2026-performance-summary/) - 2026 BX Performance Summary: Outperformance With Strong Risk Discipline March 9th, 2026 The latest BX performance data continues to reinforce a pattern we believe matters most to advisors and investment teams: consistent outperformance over time, supported by strong risk-adjusted results. As of March 1, 2026, BX strategies have continued to show broad strength across the
- [Crypto Investing: Why Time Out of the Market Matters More Than Time In](https://bxindex.com/crypto-investing/) - Crypto Investing: Why Time Out of the Market Matters More than Time In February 18th, 2026 A Fundamental Difference In equity investing, there is a well-worn adage: it's time in the market, not timing the market, that matters. The logic is sound. Over long periods, equities trend upward. Missing a handful of the best days
- [Risk Shield: A Better Way to Manage Market Risk Without Guessing the Macro](https://bxindex.com/a-better-way-to-manage-risk/) - Risk Shield: A Better Way to Manage Market Risk Without Guessing the Macro February 3rd, 2026 Most advisors don’t lose clients because they miss the top.They lose clients because they live through the bottom. The hardest part of portfolio management isn’t finding the next winning trade. It’s managing risk through periods of uncertainty without reacting
- [Built for the Full Cycle: How BX Strategies Deliver Durable Alpha](https://bxindex.com/bx-performance-insights/) - Built for the Full Cycle: How BX Strategies Compound Alpha While Managing Risk February 3rd, 2026 Executive Summary Across multiple market environments, BX investment strategies have demonstrated consistent outperformance versus benchmarks, with results strengthening as the investment horizon extends. While short-term results naturally vary by category and market regime, the longer-term data highlights a durable
- [Manager Research - Weekly Tactical Update - Financial Trust](https://bxindex.com/manager-research-weekly-tactical-update-financial-trust/) - November 10th, 2025 Manager Research: Weekly Tactical Update By: Financial Trust Asset Management
- [Manager Research - Weekly Tactical Update (TGCF)- Financial Trust](https://bxindex.com/manager-research-weekly-tactical-update-tgcf-financial-trust/) - November 10th, 2025 Manager Research: Weekly Tactical Update (TGCF) By: Financial Trust Asset Management
- [Webinar: Tax-Loss Harvesting Strategies in Modern Portfolio Management](https://bxindex.com/webinar-tax-loss-harvesting-strategies-in-modern-portfolio-management/) - November 12th, 2025 BX & Index One Webinar: Tax-Loss Harvesting Strategies in Modern Portfolio Management Tax-loss harvesting strategies are increasingly popular in the direct indexing space. In this session, we explore strategies developed by BX that combine approaches from various money managers, calculated as indices by Index One. We cover Global, US, and Defensive ‘Harvester’
- [Press Release: BX Partners Adds Thor SDQ 25 Strategy Across Five BX Indexes](https://bxindex.com/press-release-bx-partners-adds-thor-sdq-25-strategy/) - Press Release: BX Partners adds Thor SDQ 25 Strategy Across Five BX Indexes December 11th, 2025 BX Partners announced the addition of the THOR SDQ 25 strategy from THOR Financial Technologies to five BX Indexes, expanding the platform’s offering of systematic, risk aware investment solutions. The integration provides advisors with access to a disciplined rotation
- [Webinar: Unlocking Alpha Through Powerful Index Blending Strategies](https://bxindex.com/webinar-unlocking-alpha/) - October 22nd, 2025 BX & Index One Webinar: Unlocking Alpha Through Powerful Index Blending Strategies This year, we explored a range of index blends tailored to different investment objectives, including risk management, tax-loss harvesting, and alpha generation. We examined how blending index strategies aligned with the same goal can enhance alpha potential while maintaining diversification
- [Webinar: Portfolio Strategies Outlook: Q3 2025 | Index One and BX](https://bxindex.com/webinar-portfolio-strategies-outlook-q3-2025-index-one-and-bx/) - October 7th, 2025 BX & Index One Webinar: Portfolio Strategies Outlook: Q3 2025 Which investment strategies performed well in Q3, and why?In this session of Portfolio Strategies Outlook, Index One and BX analyze market trends and investment strategies that either proved resilient or were impacted by market conditions in Q3 2025. We also explore newly
- [TrendRating Weekly Insights](https://bxindex.com/trendrating-weekly-insights/) - September 15th, 2025 Manager Research: TrendRating Weekly Insights By: TrendRating S&P 500 Ranking This report presents a ranking of each component by considering a blend of trend-based metrics. It also includes the ranking position of each component from one month ago. If you would like to see a similar report for a different basket of
- [FOMC Preview: A Cut and So What](https://bxindex.com/fomc-preview-a-cut-and-so-what/) - September 15th, 2025 Manager Research: FOMC Preview: A Cut and So What By: Donald Luskin at Trend Macro
- [Manager Research - The Talented Mr. Bessent](https://bxindex.com/the-talented-mr-bessent/) - Manager Research: The Talented Mr. Bessent September 5th, 2025 By: Caravel Concepts Few figures on Wall Street have demonstrated a sharper eye for systemic cracks in the global economy than Scott Bessent—and now, as Treasury Secretary, he is turning that same scrutiny on America’s mounting fiscal challenges. Bessent comes to the Trump administration from the
- [Manager Research - Libra: Unknown Knowns – the key to the Risk Matrix](https://bxindex.com/manager-research-libra-unknown-knowns/) - June 30th, 2025 Manager Research: Unknown Knowns – the key to the Risk Matrix. By Libra Investment Services
- [Manager Research - Christopher Tinker - Unknown Knowns](https://bxindex.com/manager-research-christopher-tinker-unknown-knowns/) - July 7th, 2025 Manager Research: Unknown Knowns By: Christopher Tinker
- [Five Fun Facts About the US Economy – Guest Post by TrendMacro](https://bxindex.com/five-fun-facts-about-the-us-economy-guest-post-by-trendmacro/) - October 18th, 2023 What You’re Not Hearing… Five Fun Facts About the US Economy: Guest Post by TrendMacro's Don Luskin This is a nice concise summary of some of the key trends shaping the economy. According to Don, high inflation is likely behind us, we may have seen the top in interest rates, jobs and
- [BX Index Launch](https://bxindex.com/bx-index-launch-2/) - May 20th, 2024 Official Launch of BX Index The Index Platform Built for Advisors BX Index is proud to announce the launch of its ecosystem for financial advisors. BX Indexes are now available for licensing and execution through
- [BX Index and Artha Partnership Announcement](https://bxindex.com/artha-partnership-announcement/) - 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.
- [The BX Index Approach: Redefining Investment Strategy](https://bxindex.com/the-bx-index-approach-redefining-investment-strategy/) - June 26th, 2024 The BX Index Approach: Redefining Investment Strategy In the ever-evolving world of investment management, BX Index stands out with its innovative approach to portfolio construction and management. Our philosophy challenges traditional norms and offers investors a fresh perspective on achieving their financial goals. Let's explore the key principles that drive our strategy.
- [Helping Advisers Outsource with Intention: How BX Delivers Precision Without the Bloat](https://bxindex.com/helping-advisers-outsource-with-intention-how-bx-delivers-precision-without-the-bloat/) - Helping Advisers Outsource with Intention: How BX Delivers Precision Without the Bloat July 3rd, 2025 In the wake of a rapidly changing wealth management landscape, financial advisors are making a decisive shift: they’re outsourcing investment management. According to a recent Wall Street Journal article, more than 80% of fee-based advisors now use model portfolios, with
- [The Precision Portfolio Revolution That's Changing Wealth Management](https://bxindex.com/the-precision-portfolio-revolution-thats-changing-wealth-management/) - The Precision Portfolio Revolution That's Changing Wealth Management June 19th, 2025 The market-cap weighted index was never designed to be optimal. It was designed to be simple.This distinction matters more today than ever before. As markets grow increasingly complex and client expectations evolve, the limitations of traditional portfolio construction have become impossible to ignore.We're witnessing
- [Webinar: Optimizing Investment Alpha and Tax Alpha in a Global Equity Portfolio with Index One](https://bxindex.com/webinar-optimizing-investment-alpha-and-tax-alpha-in-a-global-equity-portfolio-with-index-one/) - May 15th, 2025 BX Webinar: Optimizing Investment Alpha and Tax Alpha in a Global Equity Portfolio with Index One Catch the recording of our deep dive into advanced tax-loss harvesting (TLH) techniques and the evolving role of active indexing in driving after-tax returns.In this session, our experts break down the key elements of an effective
- [Why Traditional Diversification is Holding Your Client's Portfolios Back](https://bxindex.com/why-traditional-diversification-is-holding-your-portfolio-back/) - May 12th, 2025 Beyond the Benchmark: 7 Modern Diversification Strategies for Smarter Portfolio Construction Markets evolve. Strategies must follow. Yet most advisors still rely on the same diversification playbook that worked decades ago.The conventional wisdom of splitting assets between stocks, bonds, and cash has served investors well historically. But today's interconnected markets demand more sophisticated approaches.
- [Webinar: Simplify Portfolio Management: Save Time, Reduce Risk, and Customize with Confidence](https://bxindex.com/webinar-simplify-portfolio-management-save-time-reduce-risk-and-customize-with-confidence/) - April 29th, 2025 BX Webinar with Stratifi: Simplify Portfolio Management: Save Time, Reduce Risk, and Customize with Confidence Click Here to Watch Webinar Managing client portfolios doesn’t have to be complex, time-consuming, or rigid. Join us for a high-impact session where we unveil how BX Index’s investment platform—now integrated with StratiFi—helps financial advisors streamline model
- [Webinar: Portfolio Strategies Outlook: Q1 2025 | Index One and BX](https://bxindex.com/webinar-portfolio-strategies-outlook-q1-2025-index-one-and-bx/) - March 27th, 2025 BX Webinar: Portfolio Strategies Outlook: Q1 2025 with Index One In the latest Portfolio Strategies Outlook, we explored key market movements, emerging asset class rotations, and several innovative index strategies now available through Index One and BX. This quarterly series offers timely insights for financial professionals aiming to build durable, high-performing portfolios
- [Manager Research - RISR FIXP Commentary April 2025: Manager Thought Leadership](https://bxindex.com/risr-fixp-commentary-april-2025-manager-thought-leadership/) - April 30th, 2025 Manager Research: RISR & FIXP Commentary for April 2025
- [Webinar: Building an Alpha-Seeking Portfolio: Asset Allocation & Risk Management](https://bxindex.com/webinar-building-an-alpha-seeking-portfolio/) - September 12th, 2024 Webinar: Building an Alpha-Seeking Portfolio: Asset Allocation & Risk Management
- [Webinar: Risk Management Strategies to Mitigate Drawdowns](https://bxindex.com/webinar-risk-management-strategies-to-mitigate-drawdowns/) - September 16th, 2024 Webinar: Risk Management Strategies to Mitigate Drawdowns Join BX Index for an insightful 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
- [Webinar: Risk Management, Tactical, and Alpha Strategies](https://bxindex.com/webinar-risk-management-tactical-and-alpha-strategies/) - BX Presents: Enhancing Portfolio Performance with Risk Management, Tactical, and Alpha Strategies. Markets are unpredictable, but your strategy doesn’t have to be. In this 30-minute webinar, BX’s Craig Cmiel and Chris McHeffey break down how financial advisors can effectively integrate risk management, tactical, and alpha strategies into their portfolio construction. Designed for financial advisors looking to refine their approach and gain an edge in today’s market, this session explores methods to enhance performance while maintaining stability. We’ll cover various portfolio designs that complement core and beta strategies, helping you navigate market uncertainty with confidence.
- [Findings from an RIA Survey](https://bxindex.com/findings-from-an-ria-survey/) - May 14th, 2023 Findings from an RIA Survey Watch this video to discover what top advisors are thinking about when it comes to their investments departments in 2023! For a FREE copy of this report, comment below or send an email to ccmiel@bx-partners.com! As an RIA, what are the obstacles you are facing as you begin
- [Direct Indexing 201: The Evolution of Direct Indexing](https://bxindex.com/direct-indexing-201-the-evolution-of-direct-indexing/) - September 13th, 2023 Direct Indexing 201: The Evolution of Direct Indexing The Evolution of Indexing – Part 2. Last week, we discussed where indexing has been, and today, we’ll talk about where it is going. As large organizations start to embrace the power of active indexing, we are asking ourselves how we can help smaller
- [Direct Indexing 101: The Evolution of Direct Indexing](https://bxindex.com/direct-indexing-101-the-evolution-of-direct-indexing/) - September 12th, 2023 Direct Indexing 101: The Evolution of Direct Indexing For years, direct indexing was thought of as a portfolio strategy reserved for the high net worth investors or ETF manufacturers.That time is over.As technology continues to advance and investor preferences shift, direct indexing is likely to continue evolving to meet the demands of
- [The Top 10 Reasons to Consider Direct Indexing](https://bxindex.com/the-top-10-reasons-to-consider-direct-indexing/) - April 14th, 2023 The Top 10 Reasons to Consider Direct Indexing Are you using Direct Indexing in your organization? Watch this quick rundown of the top 10 reasons to add direct indexing to your toolbox. 1. Compared to ETF, SMA, Fund2. Control the underlyings3. Tax Loss Management, but also control buys and sells4. Easier to

## Pages

- [BX Homepage](https://bxindex.com/) - BX is a platform that helps financial advisors build smarter, high-performance portfolios with precision-focused investing. It offers solutions for optimized returns, risk control, seamless model integration, and tax-efficient strategies—revolutionizing portfolio construction beyond traditional benchmarks.
- [BX Adhesion Models](https://bxindex.com/adhesion/) - BX Models on Adhesion Models: Open Architecture. Non-Proprietary. Risk-Disciplined. The BX model suite available through Adhesion is a diversified lineup of strategic, equity, international, income, tactical, and risk-managed portfolios designed to support a range of client objectives and market environments. The suite includes 18 models, from broadly diversified allocation portfolios to focused dividend, momentum, value,
- [BX Nitrogen Models](https://bxindex.com/nitrogen/) - BX/Nitrogen Models: Open Architecture. Non-Proprietary. Risk-Disciplined. The BX/Nitrogen model suite is a set of globally diversified, risk-aware portfolios designed to deliver strong risk-adjusted outcomes across market environments. This launch includes twelve models spanning four risk profiles — from Moderately Conservative to Aggressive — and three distinct structural approaches: Global, U.S. Only, and ETF Only.Each model
- [Strategies](https://bxindex.com/strategies/) - Strategy Lineup: Choose the best All strategies 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. *Data as of Feb 28, 2026 **Factsheets updated Daily All - Click to Filter
- [BX Index Contact Page](https://bxindex.com/contact/) - Get in touch We're here to help you navigate the world of investing. First name* Last name* Business Email* Message HP Name Send Message info@bx-partners.com (703) 625-6833 Visit our LinkedIn
- [Risk Shield](https://bxindex.com/risk-shield/) - Subscribe to get bi-weekly BX Risk Shield score updates delivered to you inbox. Name* Email* HP Name Get Updates BX Risk Shield Scale 1 = Bearish · 10 = Bullish Loading source… ↻ Refresh — calculating… 135710 — About the BX Risk Shield The BX Risk Shield is a market sentiment and trend-monitoring system designed
- [Resources](https://bxindex.com/resources/) - Resources: Learn more about the world of indexing. Whether you're seeking the latest insights or in-depth analyses, our Resources hub is designed to enrich your knowledge and enhance your strategies. Dive into a variety of newsletters, articles, whitepapers, and webinars, all curated to provide you with the tools and information you need to succeed. Stay
- [About Us](https://bxindex.com/about-us/) - Get to know us. The team. With over 100 years of experience in wealth management, our team leads extensive support for financial advisors, aiding them in crafting bespoke investment solutions for their discerning clientele. Embracing open architecture, we explore limitless options for the finest portfolio ingredients, committed to delivering excellence. Craig Cmiel Co-Founder and Partner
- [Due Diligence](https://bxindex.com/due-diligence/) - 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.
- [Models](https://bxindex.com/models/) - Smart Models. Smarter Outcomes. BX Index models are designed to adapt to today’s dynamic markets, delivering optimized risk-adjusted returns and personalized strategies. Whether you choose from our pre-built options or create a custom, white-labeled model, our models help you manage risk, streamline portfolios, and achieve better outcomes for your clients. All models and research are
- [Model - BX Tactical Model](https://bxindex.com/model-bx-tactical-model/) - Back to model list BX Tactical Model Riskalyze™ Score Coming *Data as of Feb 28, 2026 Blended model with a flexible allocation designed to match the risk profile of a growth-oriented portfolio while seeking potential outperformance versus its benchmark of 75% Russell 3000 and 25% AGG. The model tactically balances individual stock selection with diversified
- [ARAM Plus Alpha Newsletter](https://bxindex.com/aram-plus-alpha-newsletter/) - September 18th, 2025 Manager Research: ARAM PlusAlpha newsletter August 2025
- [Model - BX US Only Moderate](https://bxindex.com/model-bx-us-only-moderate/) - Back to model list BX US Only Moderate Model Riskalyze™ 51 *Data as of June 30, 2025 Model designed with a 60%/40% base asset allocation to approximate the risk profile of a US 60% All Cap Equity/40% US Aggregate Fixed-Income Account with the potential for better risk-adjusted returns. There are approximately 80 stocks and 12
- [Model - BX US Only Conservative Model](https://bxindex.com/model-bx-us-only-conservative-model/) - Back to model list BX US Conservative Model Riskalyze™ 31 *Data as of June 30, 2025 Model designed with a 25%/75% allocation (Equities/Fixed Income) designed for investors seeking a similar risk exposure to a conservative 25%/75% portfolio while seeking the potential to outperform a benchmark of 25% US All-Cap Equity/75% US Aggregate Fixed-Income.There are approximately
- [Model - BX US Only Growth Model](https://bxindex.com/model-bx-us-only-growth-model/) - Back to model list BX US Growth Model Riskalyze™ 63 *Data as of June 30, 2025 Blended model with a 75%/25% (All Cap US Equity/US Aggregate Fixed-Income) allocation designed to approximate the risk profile of a capital appreciation seeking 75%/25% allocation with the potential for outperformance.There are approximately 80 stocks and 12 ETFs held in
- [Model - BX US Equity Only Model](https://bxindex.com/model-bx-us-equity-only-model/) - Back to model list BX US Equity Only Model Riskalyze 76 *Data as of June 30, 2025 An equity-only all-cap US blend of indices designed to provide alpha versus the Russell 3000 with the potential for downside protection through the position in the BX/Thor Low Volatility SDQ index. There are approximately 80 stocks and 3
- [Model - BX “Three Tens” Global Equity Strategy](https://bxindex.com/model-bx-three-tens-global-equity-strategy/) - Back to model list BX 10/10/10 Global Equity Model Riskalyze™ 85 *Data as of June 30, 2025 This is a long-only blended model of three 10 stock models designed to deliver a similar risk profile to the ACWI index with the potential for outperformance. The strategy combines a US Large Cap high yield dividend growth
- [BX Newsletter - May](https://bxindex.com/bx-newsletter-may/) - May 31st, 2025 Advisors' Edge: May Updates from BX BX is pleased to welcome new managers and strategies to our platform: MerQube – AI Core IndexMerQube – Loomis Private Equity IndexBoosted.ai – US Equity IndexBoosted.ai – S&P 500 Tactical IndexHillman Capital – Focused 30 StrategyDynalogic – Sector Rotation Growth & Income Strategy Featured Strategy: 10/10/10
- [Model - Balanced "60/40" "3 Tens" Model with Fixed-Income](https://bxindex.com/model-balanced-60-40-3-tens-model-with-fixed-income/) - Back to model list Balanced "60/40" "3 Tens" Model with Fixed-Income Riskalyze™ 58 This strategy blends the "Three Tens" strategy with fixed-income in a 60% Stock/40% Fixed-Income allocation to approximate the risk posture of a 60% Global Equity/40% Fixed-Income benchmark with the potential for better risk-adjusted returns. There are approximately 30 stocks and 10 ETFs
- [Webinar - The State Of The World](https://bxindex.com/webinar-the-state-of-the-world/) - April 9th, 2025 BX Webinar: The State of the World with BX & Donald Luskin. 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
- [Unpublished Homepage edits](https://bxindex.com/unpublished-homepage-edits/) - A better way to invest model . manage risk . diversify . Empowering financial advisors to unlock the full potential of client portfolios Contact us The BX Platform: What makes our approach stand out. BX started with a simple realization: traditional indexes and strategies are too bloated and inefficient. So, we created a smarter, more
- [Cookie Policy](https://bxindex.com/cookie-policy/) - Cookie Policy Last updated February 25, 2024This Cookie Policy explains how BX Index ("Company," "we," "us," and "our") uses cookies and similar technologies to recognize you when you visit our website at https://BXINDEX.COM ("Website"). It explains what these technologies are and why we use them, as well as your rights to control our use of
- [Terms and Conditions](https://bxindex.com/terms-and-conditions/) - Terms and Conditions: Website and Data Terms of Use Thank you for visiting BX Index, LLC (“BX Index” or the “Firm”) website. By using this website, you agree to abide by the following terms and conditions, which constitute a legal agreement (the “Agreement”) between you and BX Index. If you do not accept these conditions,
- [Privacy Policy](https://bxindex.com/privacy-policy/) - Privacy Policy PRIVACY POLICYLast updated February 25, 2024This privacy notice for BX Index ("we," "us," or "our"), describes how and why we might collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you:Visit our website at bxindex.com, or any website of ours that links to this privacy

## Categories

- [Uncategorized](https://bxindex.com/category/uncategorized/)
- [Blog](https://bxindex.com/category/blog/)
- [Webinar](https://bxindex.com/category/webinar/)
- [Manager Research](https://bxindex.com/category/blog/manager-research/)
- [Resource](https://bxindex.com/category/resource/)

## Tags

- [Webinar](https://bxindex.com/tag/webinar/)
- [Risk Management](https://bxindex.com/tag/risk-management/)
- [Tactical](https://bxindex.com/tag/tactical/)
- [Strategy](https://bxindex.com/tag/strategy/)
- [Alpha](https://bxindex.com/tag/alpha/)
- [Financial Advisor](https://bxindex.com/tag/financial-advisor/)
- [Portfolio](https://bxindex.com/tag/portfolio/)
- [Growth](https://bxindex.com/tag/growth/)