Investment advisors, asset managers, and aggregators can use to navigate shifting markets with ease

Intervallum Technologies, creator of the CrestCast™ family of macro-aware US factor rotation indexes, today announced that BX Partners will provide access to the CrestCast™ indexes through the BX Index platform, multi-manager models, and BX’s full distribution ecosystem, including Index One, Alphathena, Artha, Stratifi, and by request through select turnkey asset management platforms (TAMPs). The collaboration marks an important milestone in bringing institutional-grade factor strategies to a broader audience of investment advisors and asset managers.

CrestCast offers a rules-based, macro-aware approach that dynamically rotates factor exposures based on regime classification. CrestCast is the first macro-aware US factor rotation index designed for use across ETFs, model portfolios, and direct indexing platforms. The goal is simple: blend macro awareness with long-only factor intelligence to strengthen diversification without adding complexity for the manager or the end investor.

“Intervallum’s CrestCast is the first index we've seen that uses the macro environment and then applies it to specific investment factors to create an investable portfolio,” stated Chris McHeffey, co-founder and partner at BX Partners. “We’re impressed by its effectiveness and the results it delivers.”

TURNING MARKET TRUTHS INTO SMARTER PORTFOLIOS

CrestCast’s rules-based system allows investment advisors and asset managers to dynamically adjust portfolio exposures based on macroeconomic conditions and incorporate real-time macro risk into portfolio management. It is a disciplined, evidence-based way for advisors to adapt portfolios to macro risk throughout clients’ financial lifecycles. CrestCast monitors financial market conditions and measures rates of change in the market, key measures of intraday volatility, and economic vital signs.

“At Intervallum, we’re taking age-old truths from economics and finance and applying advanced analytics to see those truths in new ways – ways that allow end investors to benefit from fresh perspectives on well-established principles,” said Alan Thomson, founder and Chief Architect of Intervallum Technologies. “This plays out in how we approach well-known factors and dynamic asset allocation.”

“One universal truth is that risk isn’t spread evenly over time; it clusters. Over 60% of volatility occurs in just approximately 15% of periods,” continued Thomson. “As a result, static portfolios are often misaligned, leaving investors underexposed when markets reward risk and overexposed during periods of stress. This misalignment can lead to costly behavioral mistakes, producing financial loss for investors and revenue loss for advisors. Exiting and re-entering the market tends to be a losing game, creating frustration and inferior outcomes. CrestCast is designed to solve exactly this problem.”

“What stands out about Intervallum’s approach is how effectively they’ve integrated rigorous machine-learning methods with financial data,” said Dr. Brian Tjaden, Professor of Computer Science at Wellesley College. “It’s an elegant, well-built model that handles the messiness of markets far better than most systems I’ve seen.”

ETF strategies that employ dynamic factor exposure total roughly $35 billion in assets today, a fraction of the multi-trillion-dollar “smart beta” universe. Ninety-five percent of that $35 billion sits in just two funds (OMFL and DYNF). The rest of the market remains largely static, even as volatility and correlation shifts continue to challenge such frameworks.

“The CrestCast design can be likened to Doppler radar in aviation, because it gives advisors timely insight into approaching market turbulence without trying to predict or control the future,” explained Thomson. “The system detects high-risk conditions and adjusts factor exposures to navigate safely, while shifting to growth-oriented factors when conditions are favorable. Our goal is steady, disciplined portfolio management that filters out market noise and reduces emotional decision-making. Advisors can add their active strategies, but the systematic core remains rules-driven to provide reliability and build investor confidence, especially in volatile markets.”

Regardless of the specific implementation model, the CrestCast Index empowers platforms and advisors to offer truly differentiated solutions that improve client outcomes and enhance business value.

INTERVALLUM / BX PARTNERSHIP OFFERS NEW ACCESS

Through the Intervallum and BX partnership, CrestCast™ will be made widely accessible to advisors, asset managers, and aggregators seeking sophisticated, yet practical, factor-based investment solutions. By integrating with BX Partners’ distribution platforms, CrestCast enables the incorporation of macro-aware US factor rotation strategies with minimal complexity. The collaboration underscores the growing demand for innovative, data-driven tools that help anticipate market shifts, enhance diversification, and align investments with clients’ long-term goals.

“By combining our macro-aware factor rotation methodology with BX’s robust distribution platforms, we’re empowering advisors to integrate sophisticated, research-driven strategies into client portfolios with ease,” continued Thomson. “Our goal has always been to help advisors navigate market shifts confidently, and this collaboration brings that capability to a much broader audience.”

BX Partners has carefully curated 65 investment strategies managed by 22 top-tier firms, carefully selected from hundreds of managers to deliver both quality and performance. CrestCast will now be part of the BX platform, providing investment professionals with a transparent, flexible solution that can be blended with other strategies to optimize risk and return profiles. The platform’s open-architecture, agnostic design is focused on outperforming benchmarks over typical market cycles, while supporting automated overnight calculations, fact sheet generation, and multi-channel data delivery to streamline operational efficiency.

Through the partnership, CrestCast’s unique macro factor integration joins a platform that blends innovation, operational efficiency, and research-driven credibility, giving financial professionals access to sophisticated macro-aware factor rotation strategies in a way that is approachable, actionable, and aligned with client goals.

“With over 100 years of experience in wealth management, our BX team leads with extensive support for financial advisors, aiding them in crafting bespoke investment solutions for their discerning clientele,” said Craig Cmiel, co-founder and partner at BX Partners. “By embracing open architecture, we explore limitless options for the finest portfolio ingredients, committed to delivering excellence.”

ABOUT BX PARTNERS

BX Partners is a next-generation investment platform designed for financial professionals and engineered for outperformance. The platform empowers financial advisors, registered investment advisors, and broker/dealers with innovative direct indexing strategies and cutting-edge technology to enhance portfolio customization, optimize risk management, and improve client outcomes. BX Direct Indexing offers the first suite of indexes specifically developed to be executed by professional advisors for their clients as direct indexes, not simply repurposed market benchmarks. BX combines innovative indexing strategies with technology-driven tools designed to scale offerings, optimize risk management, and preserve client relationships. By providing white-labeling options and enhanced internal asset management capabilities, BX enables aggregators to increase revenue, improve asset retention, and reduce reliance on third-party managers. Unlike traditional money managers, BX positions itself as an investment research and strategy curation company, emphasizing transparency, active alpha indexing, and technology-driven tools that help advisors preserve their role and navigate market complexity. With concentrated, high-performing indexes and UMA-friendly strategies, BX Partners is redefining the future of portfolio design for financial advisors. For more information visit www.BX-Partners.com.

ABOUT INTERVALLUM TECHNOLOGIES

Intervallum Technologies is a next-generation innovator and the category-defining leader of Passive 3.0™, the next evolution of investing that blends macro regime awareness with disciplined factor rotation to help advisors manage risk, enhance returns, and deliver better outcomes for their clients. Intervallum’s flagship product, the CrestCast™ Macro-Aware Factor Rotation Index, represents the evolution of passive investing by integrating macroeconomic factors with traditional factor strategies to help financial professionals navigate markets with confidence and precision. It is a macro-aware, systematic framework built for direct indexing, personalized portfolios, and scalable implementation across the wealth management ecosystem. Focused on scaling licensing and visibility rather than traditional asset management, Intervallum partners with ETF sponsors and product developers seeking differentiated, high-value solutions that combine higher returns, lower risk, and transparency. Additional innovations, including macro-aware bond and combined stock-bond strategies, are under development to enhance diversification and risk control.

Founder and Chief Architect Alan Thomson has over 25 years of wealth management experience, where he’s helped clients navigate risk and opportunity through changing markets. His journey led him to a key insight: the future of portfolio management depends on access, personalization, tax optimization, and systematic approaches that account for macro risk in real time. Thomson’s passion is helping firms translate insight into strategy, supporting the next generation of passive investing. For more information about macro-aware factor rotation – including a free downloadable “Better Together: Macro + Factor Rotation for Smarter Portfolio Construction” – visit www.IntervallumTech.com.

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“At Intervallum, we’re taking age-old truths from economics and finance and applying advanced analytics to see those truths in new ways.” ~ Alan Thomson, founder and Chief Architect of Intervallum Technologies.