Provide a true benchmark for active alternative managers by taking the same risk and return profile. True alpha generating managers and strategies will be easier to quantify and identify, creating justifiably higher fee opportunities.
Demystify and quantify the risk/return constituents of alternative strategies by separating the beta component from the alpha, strategy by strategy, where beta exists.
Provide investors with low cost, liquid, transparent and efficient access to the beta performance of recognized alternative strategies.
BRI strives to be intellectually honest, transparent and focused on quality. Our culture encourages empowerment, forward thinking, and constructive criticism; cultivated with the principles of integrity, humility and respect. We are committed to acting with equanimity and engaging in collaborative, open-minded relationships with our clients, our partners and our employees to create true value for all.
Build a family of investable passive alternative indexes that will be recognized as the industry standard for global investors. Each index will be low-cost, transparent, scalable and liquid; facilitate investors to reliably access alternative strategy beta; serve as authentic benchmarks against which to measure active alternative managers.
The alternative index business is evolving. The first two generations of alternative indexes focused on the performance ofhedge funds, either through aggregation or replication. The BRIndexes will be the next generation, mechanically producing the systematic risk of established alternative strategies. A globally recognized index provider will qualify and validate the methodology, issue a ticker symbol and publish pricing.
FOR IMMEDIATE RELEASE RESULTS: SEPT YTD BRI Long/Short Equity Index: Read more about BRI Long/Short Equity Index up 1.13% in September and up +9.10% YTD[…]
Index offers enhanced beta for small cap stocks originally published on etfexpress.com http://www.etfexpress.com/2017/09/08/255825/index-offers-enhanced-beta-small-cap-stocks BRI Partners is a firm that designs, builds and researches investable indices. Stephen Scott, (pictured) partner at the firm, explains that the company has been in the sector for a year but individually each partner has had extensive investment industry experience. “Our Read more about Index offers enhanced beta for small cap stocks[…]
FOR IMMEDIATE RELEASE RESULTS: AUG YTD BRI Long/Short Equity Index: Read more about BRI Long/Short Equity Index down -0.15% in August and up +7.88% YTD[…]
Billions invested in indexes that were never designed to be investments The benefits of passive investing have been touted for years by legendary investors like John Bogle and Warren Buffet. Investors have listened. Every year, hundreds of billions of dollars shift from active strategies to passive index investing – and with good reason. It is Read more about Beyond Market Beta[…]
FOR IMMEDIATE RELEASE RESULTS: JULY YTD BRI Long/Short Equity Index: Read more about BRI Long/Short Equity Index up +0.95% in July and 8.04% YTD[…]
BRI LAUNCHES THE QUALITY SMALL CAP INDEX℠ First of Its Kind Enhanced Beta Index Joins the BRI Suite of Long-only and Alternative Strategy Indexes ‘Powered by Wilshire℠’ Dallas, TX, August 8, 2017– BRI Partners today announced the launch of the BRI Quality Small Cap Index℠ (symbol: “BRIQSC”) Powered by Wilshire℠. Created and owned by BRI Partners, LLC (BRI), Read more about BRI LAUNCHES THE QUALITY SMALL CAP INDEX℠[…]
FOR IMMEDIATE RELEASE RESULTS: JUNE YTD BRI Long/Short Equity Index: Read more about BRI Long/Short Equity Index up +1.44% in June and 7.02% YTD[…]
FOR IMMEDIATE RELEASE MAY 2017 PERFORMANCE: BRI Long/Short Equity Index: 0.62% BRI Dynamic Growth & Value Index: 1.04% MAY 2017 PERFORMANCE ATTRIBUTION The BRI Long/Short Equity Index’s positive attribution in May was driven largely by exposure to Growth-focused names across both the Large and Read more about BRI Long/Short Equity Index up +0.62% in May and 5.51% YTD[…]