Optimizing Portfolios Through Well-Structured Index Blends

By April 2025, third-party model portfolios in the U.S. reached about $7.96 trillion, reflecting growing adviser reliance on pre-built, diversified frameworks using index funds and ETFs. U.S. ETF assets surpassed $11 trillion by late 2025, with advisor allocations expected to reach 25.5 % of client assets by 2026, overtaking mutual funds in popularity. Index blends are now widely used across the investment industry: wealth managers and advisers use them in model portfolios, institutions rely on them for strategic benchmarks, robo-advisors implement them in automated ETF portfolios, and retirement funds use them for diversified benchmarks. Multi-asset and passive investing have made index blends a standard tool for portfolio construction and performance evaluation. A notable example from BX is the U.S. Large Cap Model, a blend of two BX indices calculated on Index One’s platform. By combining a Size-based Large Cap Core Index with a Dividend Growth & Yield + Momentum Index, the model offers U.S. large cap exposure across different market segments. In this webinar, we will explore: - The adoption of index blends in investment portfolios. - The creation and methodology of the BX is the U.S. Large Cap Model index blend. - How the indices were built and automated on the Index One platform. - The application of the index blend in investment portfolios. 🗓️ Thursday, June 25th 2025 ⏰ 11:00 EDT | 16:00 BST 👥 Speaker: - Chris McHeffey | President, BX - Craig Cmiel | Director, BX - Arun Soni | Tech & Index Systems, BX ➡️ Register now to secure your spot in the upcoming webinar: [link] See you there! #customindex #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing #ai