A better way to

invest

model

.

manage risk

.

diversify

.

Empowering financial advisors to unlock the full potential of client portfolios

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 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.

1
Compact & Efficient Holdings
Our 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.

See how the BX Booster elevates your portfolio—watch the short animated video below.

The BX Platform: What makes our approach stand out.

Compact & 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
We believe that no single entity holds a monopoly on the best ideas or techniques, so we collaborate with a variety of index creators around the world. 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.

A better way

to

invest

model

.

think

.

grow

.

Empowering financial advisors to unlock the full potential of client portfolios