BX Index

Beating benchmarks isn’t enough anymore. Today’s clients demand more than just market-matching results. They want a customized investment strategy that adapts, protects, and performs. That’s where BX Portfolio Booster changes the game. What Makes BX Different? Traditional portfolios: Broad exposure, limited customization, static strategy BX-powered portfolios: Precision-driven, risk-optimized, and built for performance With BX, advisors gain access to: - Smarter allocation models - Adaptive strategies built for evolving markets - Seamless integration with existing portfolio tools If you’re still using yesterday’s portfolio strategies, your clients are missing out on a smarter way to invest. It’s time to boost your approach. Want to see how BX can help you differentiate your practice? Let’s connect. #PortfolioBoost #InvestmentInnovation #FinancialAdvisors #BXIndex

Markets are always evolving, and the strategies that worked last year aren’t necessarily leading in 2025. Which investment themes are gaining traction and which are falling behind? In this clip from BX’s recent webinar, we break down the latest trends shaping the market and what financial advisors should be paying attention to. Watch now to stay ahead of the curve! #Investing #RiskManagement #MarketTrends #FinancialAdvisors #BXIndex

Most investors think risk is something to fear. We think it’s something to leverage. At BX, we don’t just manage risk; we turn it into opportunity. Traditional investing models focus on diversification to spread risk, but true risk optimization requires precision. Our unique, data-driven approach helps advisors: ? Measure risk with greater accuracy ? Optimize risk exposure for stronger performance ? Turn downside management into an upside advantage Instead of fearing volatility, what if you could design portfolios that work with it? BX’s high-performance indexes allow advisors to harness market movements, giving their clients a more resilient, high-return portfolio. Don't forget to follow us to hear more about BX's unique approach! #RiskOptimization #PortfolioBooster #FinancialAdvisors #BXIndex

The BX Investment Philosophy – Smarter Investing, Stronger Portfolios Are traditional benchmarks holding your portfolio back? At BX, we believe investing should evolve, just like the markets. Traditional, market-cap-weighted indexes spread capital thinly, diluting performance potential. That’s why BX goes beyond the benchmarks, offering smarter portfolio strategies designed for outperformance and intelligent risk management. Introducing the BX Portfolio Booster BX isn’t just about investing. It’s about boosting your clients' portfolios through precision, customization, and risk-optimized strategies. Our proprietary approach helps financial advisors: ? Optimize risk-adjusted performance ? Construct concentrated, high-conviction portfolios ? Enhance portfolio resilience without sacrificing upside The result? A powerful portfolio engine designed to give advisors an edge in today’s market. Are you still relying on broad, diluted indexes? It’s time to evolve. Visit our website?bxindex.com?to learn more about how BX can upgrade your portfolio strategy. #PortfolioBoost #InvestmentStrategy #BXIndex #RiskManagement #FinancialAdvisors

Tomorrow’s the Day! Are You In? Webinar: Risk Management, Tactical, and Alpha Strategies Feb 27, 1 PM EST The wait is almost over! Tomorrow, BX’s Craig Cmiel & Chris McHeffey will go live for a 30-minute webinar, sharing expert insights on risk management, tactical investing, and alpha strategies to help financial advisors optimize their portfolios. Don’t miss out! There are still spots available! Register now: https://lnkd.in/g2Evjh5g #Investing #RiskManagement #FinancialAdvisors #BXIndex

BX Expands Investment Platform with AI-Powered Strategies from Ai Funds BX, in collaboration with Index One, announces the addition of two strategies to the BX Investment Platform: Ai Funds Tactical Growth, a multi-ETF strategy designed to maximize risk-adjusted returns, and Ai Funds S&P 500 AI Growth, which aims to reduce drawdown risk in S&P 500 exposure through active risk management. At BX, we seek to provide innovative investment strategies through an open architecture approach built on an index chassis. Our investment platform consists of 15 distinct money managers, designed to deliver optimal results for financial advisors and their clients. These strategies are designed to complement existing portfolios. The BX team identified Ai Funds' BAILA (Bayesian AI Learning Algorithm) as a unique tool in asset management. We're excited to welcome Ai Funds and the experienced team led by Dr. Tal Schwartz to the platform. About Dr. Tal Schwartz and Ai Funds Dr. Schwartz has extensive experience as a quantitative researcher and data scientist, having developed and implemented AI models and trading algorithms at institutions including Citadel Investment Group. He earned his doctorate in Finance from Cornell University and has held positions as a Professor of Finance and Visiting Scientist at leading institutions including the California Institute of Technology (Caltech). Ai Funds implements AI-powered portfolio management through BAILA, which follows a systematic three-step process: · Pattern matching across 30+ years of market data to identify similar historical periods · Generating forward-looking return distributions to assess market conditions · Constructing portfolios designed for the anticipated market environment Quote from Dr. Schwartz: "At Ai Funds, we utilize AI-powered technology to implement our systematic investment approach. Our BAILA investment system analyzes market patterns and constructs portfolios using human-centric risk measures. We look forward to offering this systematic approach through our partnership with BX." Past performance does not guarantee future results. Investment in securities involves risks, including possible loss of principal. The use of artificial intelligence and systematic trading strategies may not improve investment outcomes and could result in substantial losses. Carefully consider your investment objectives, risks, charges, and expenses before investing.

Time is Running Out! Have You Registered Yet? BX Index Webinar – Feb 27, 1 PM EST Risk Management, Tactical, and Alpha Strategies The markets won’t wait—neither should you! Join BX’s Craig Cmiel & Chris McHeffey for a 30-minute deep dive into risk management, tactical, and alpha strategies that can help financial advisors enhance portfolio performance. Don't miss out! Register today: https://lnkd.in/g2Evjh5g #Investing #RiskManagement #FinancialAdvisors #BXIndex

As we’ve moved into 2025, we at?BX Index?are taking a moment to reflect on an incredible year of growth, innovation, and strategic expansion. From forging key partnerships and enhancing our investment platform to expanding our team with top industry talent, it’s been a milestone year for BX and our advisor community. Here’s a look at the highlights from the past year and what’s ahead in 2025.

Upcoming BX Index Webinar – Feb. 27, 1 PM EST Risk Management, Tactical, and Alpha Strategies The markets are unpredictable, but your strategy doesn’t have to be. Join BX's Craig Cmiel and Chris McHeffey as they break down how financial advisors can integrate risk management, tactical, and alpha strategies into their portfolios, helping clients enhance performance while maintaining stability. This webinar is designed for financial advisors looking to refine their approach & gain an edge in today’s market. Register now and take your portfolio strategy to the next level: https://lnkd.in/g2Evjh5g #Investing #RiskManagement #FinancialAdvisors #BXIndex

Merry Christmas and Happy New Years!