Our direct indices were developed by experts specifically for the use case of advisors executing client portfolios in the form of direct indexes. These indices were crafted using advanced techniques in an effort to create potentially better outcomes – such as better performance and lower risk. 

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BX Indexing and its third-party index providers do not provide investment or tax advice. BX Indexing and its third-party index providers make no representation or warranty, express or implied, as to the ability of any index to accurately represent its objective and they shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is no guarantee of future results.  All information provided is general in nature and not tailored to the needs of any person(s) or entities.  BX Partners and its third-party index providers are not an investment nor tax advisor and make no representation regarding the advisability of investing in any specific index model for any client. 

Core Family |  Smart Factor Family  |  Dynamic Family

phaseinvest Momentum US

50 stock portfolio designed to deliver exposure to the momentum factor in the US without other factor biases.

phaseinvest Low Volatility US

50 stock portfolio designed to deliver exposure to the low volatility factor in the US without other factor biases.

phaseinvest Dividend Growth & Yield

50 stock portfolio designed to deliver exposure to dividend growth and yield in US equities, layering in the momentum factor.

phaseinvest Yield & Momentum Combination

A 50/50 blend of the phaseinvest Dividend Growth and Yield and the Phaseinvest Momentum US, this portfolio aims to hold 50 stocks.

Drawbridge Triple Screen Momentum

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.

Drawbridge US Equity Focus 10

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.

Drawbridge Growth Allocation Strategy

Combination of models designed for investors with a “Growth” risk profile

Drawbridge Moderate Allocation Strategy

Combination of models designed for investors with a “Moderate” risk profile.

Drawbridge Conservative Allocation Strategy

Combination of models designed for investors with a “Moderately Conservative” risk profile.

Drawbridge Enhanced Income Plus

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

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 Next-Gen Stock

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

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

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.

Trendrating US Large Cap

Thor Volatility SDQ

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).

Trendrating High Yield Dividend

Trendrating US SMID Cap

Trendrating Fantastic Five