Innovative & Active Indexing
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The BX Direct Index Family
SMART FACTOR FAMILY
- phaseinvest Momentum US
- phaseinvest Low-Volatility US
- phaseinvest Dividend Growth & Yield
- phaseinvest Dividend Yield and Momentum Combination
50 stock portfolio designed to deliver exposure to the momentum factor in the US without other factor biases.
50 stock portfolio designed to deliver exposure to the low volatility factor in the US without other factor biases.
50 stock portfolio designed to deliver exposure to dividend growth and yield in US equities, layering in the momentum factor.
A 50/50 blend of the Phaseinvest Dividend Growth and Yield and the Phaseinvest Momentum US, this portfolio aims to hold 50 stocks.
DYNAMIC FAMILY
- Drawbridge Triple Screen Momentum
- Drawbridge US Equity Focus 10
- Drawbridge Growth Allocation Strategy
- Drawbridge Moderate Allocation Strategy
- Drawbridge Conservative Allocation Strategy
- Drawbridge Enhanced Income Plus
- Thor Sector 100
- Thor Next-Gen Stock
- Thor International
- Thor Diversified Bond
- Trendrating US Large Cap
- Thor Low Volatility SDQ
- Trendrating High Yield Dividend
- Trendrating US SMID Cap
- Trendrating Fantastic Five
Global, rules-based tactical ETF model with the objective of long-term capital appreciation while minimizing risk.
The model ranks 15 ETFs among different asset classes. The top six as ranked by momentum are screened again by both absolute momentum and volatility. The top three are held. The process is repeated monthly.
Rules-based strategy that selects the top ten ranked stocks from the S&P 100. Stocks are ranked by momentum, and position size is determined by volatility. The strategy will allocate cash as determined by the algorithm to help manage downside risk.
Combination of models designed for investors with a “Growth” risk profile
Combination of models designed for investors with a “Moderate” risk profile
Combination of models designed for investors with a “Moderately Conservative” risk profile
Rules-based portfolio that combines the top selection from two dual-momentum portfolios of fixed-income ETFs. The goal is to protect capital and to provide above average returns vs. its US Aggregate Bond Index.
Thor Sector 100 will trade S&P 500 sector ETFs. Allocations to each sector will be equally weighted and Thor will use its proprietary technology to de-risk the portfolio and overweight the best performing sectors in real time.
As the majority of the portfolio rotates towards risk-off, only then will the strategy begin to raise cash.
The strategic asset allocation of this strategy is 100/0 (Equity/Fixed income).
Thor NextGen Stock will trade a basket of high growth and industry disruptive stocks to generate returns for investors.
The portfolio will hold 8-12 companies at a time and use its proprietary technology to de-risk the portfolio in an attempt to avoid market drawdowns. Strategy highlights include, outsized alpha opportunities, high turnover, low beta.
Thor International will trade Country Specific ETFs based on the top 10 countries by market cap. Allocations to each country will be equally weighted and Thor will use its proprietary technology to de-risk the portfolio and overweight the best performing countries in real time. As the majority of the portfolio rotates towards risk-off, only then will the strategy begin to raise cash. The strategic asset allocation of this strategy is 100/0 (Equity/Fixed income).
Thor Diversified Bond uses a diversified mix of U.S. & International fixed income ETFs. . Risk management is paramount to the long-term outperformance against its benchmark; therefore, the strategy employs proprietary technology to de-risk the portfolio in an attempt to reduce market drawdowns.
Thor THOR Index Low Vol. Strategy will trade the S&P 500, Dow Jones Industrial Average, and NASDAQ 100 Index .
Allocations to each index will be equally weighted and Thor will use its proprietary technology to de-risk the portfolio and overweight the best performing index in real time. As the of the portfolio rotates towards risk-off, only then will the strategy begin to raise cash. The strategic asset allocation of this strategy is 100/0 (Equity/Fixed income).
CORE FAMILY
- Index One Mega Cap 10
- Index One Mega Cap 20
- Index One Mega Cap 30
- Index One Mega Cap 40
- Index One Mega Cap 50
- phaseinvest Core Large Cap
This index aims to replicate the performance of the 10 largest US equities by market cap.
This index aims to replicate the performance of the 20 largest US equities by market cap.
This index aims to replicate the performance of the 30 largest US equities by market cap.
This index aims to replicate the performance of the 40 largest US equities by market cap.
This index aims to replicate the performance of the 40 largest US equities by market cap.
Phaseinvest Large Cap Core holds securities with the largest market capitalization within each sector cluster in large cap US equities.
Portfolio maintains a positive factor exposure to its target factor to ensure alignment with its investment objective.
BX Indexing Partner Platforms
Alphathena delivers AI-powered custom indexing to help financial advisors strengthen relationships with truly personalized investing solutions.
Index One provides scalable index calculation, design and distribution solutions for index users globally. Our cloud based indexing infrastructure enables all levels of customization while ensuring complete accuracy and reliability. Whether clients have specific requirements, or just an initial idea, our extremely flexible platform allows us to deliver any type of indexing.
BX Indexing Provider/Research Platforms
Affordable technology to solve the triple challenge of operational efficiency, business scalability, & business sustainability
The Trendrating Advanced Analytics Data Feed, is a powerful complement to the existing analytical process of active equity portfolio managers.
The data enriches existing in-house ranking methodologies, and can be distributed to the entire investment team as an additional valuation metric to improve the selection and allocation process.
THOR provides registered investment advisors and investment advisor representatives with suggested asset allocations and portfolio weightings.
Drawbridge is a pioneer in the development of risk-managed, rules-based investment strategies. We make our strategies available to individual investors, financial advisors, and financial publishers and institutions.
FolioBeyond is a revolutionary technology platform bringing advanced investment strategies to individual and institutional investors, wealth managers and investment advisors.
Let’s Work Together!
No need to navigate the customization journey alone. Our team of experts is here to support you every step of the way. From educational resources to ongoing guidance, we provide the tools you need to confidently implement customized solutions for your clients.