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 using a modern indexing approach.

Webinar Overview: Navigating Shifts in Growth, Value, and Global Equities

We kicked off the session with a data-driven look at recent market dynamics. From the COVID crash to the Fed-induced drawdowns of 2022, volatility has challenged investors to adapt. So far in 2025, value and international equities have rebounded strongly, while U.S. growth stocks have begun to underperform.

Key highlights included:

• 2024 performance divergence: U.S. growth outperformed value by over 20%, but the tide has shifted in 2025.


• Year-to-date sector rotation: Value and international equities are leading returns, outperforming major benchmarks like the S&P 500.


• Strategic takeaway: In today’s environment, remaining passive may leave returns on the table—active indexing offers more agility in navigating market change.


• New Strategy Spotlights: Diversification Through Innovation

Christopher McHeffey walked viewers through four standout indexes that BX has recently onboarded via Index One, each offering a unique angle for portfolio construction:

BX US Focus 10
A concentrated, momentum-based index of 10 stocks from the S&P 100 with the ability to move to cash in volatile markets. Notable for its low historical drawdown (~20%) and strong historical performance.

BX US Dividend Growth Titans 20
Targeting dividend growers with strong yield and momentum, this 20-stock index outpaces traditional dividend strategies by avoiding value traps. Its blend of quality, yield, and performance has shown impressive results YTD.

PMV Downside Defender
Designed for resilience, this strategy blends U.S. equities, long bonds, gold, and a dynamic global ETF allocation. Its ~14% max drawdown and low correlation to traditional assets make it ideal for diversified portfolios.

BX AI Tactical Growth
Powered by an AI algorithm, this strategy analyzes historical market “fingerprints” to allocate across ETFs that historically perform well in similar conditions. It dynamically shifts exposure, offering both strong returns and drawdown control.

All strategy fact sheets and performance data are available at index1.io and bxindex.com.

Final Thoughts:

• BX and Index One have a commitment to open architecture and active indexing. As third-party curators—not managers—of strategies, both firms focus on identifying global index innovators and offering them through a centralized platform.


• “We’re not just asking what the market is doing. We’re asking: What are your client’s goals? What’s their time horizon? Are they benchmarking performance or targeting specific dollar outcomes?” —Craig Cmiel

Explore the featured models:
All strategies discussed are available on Index One and BX Index. Get more info by going to the Strategies and Models pages on the BX Index site