February 19, 2017

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Latest News
  • Originally published in AlphaWeek AlphaWeek’s Greg Winterton discussed the ever-growing hedge fund replication industry in a Q&A with Stephen Scott, Partner, BRI Partners, a provider of investable index products for institutional investors. GW: Stephen, thanks for taking the time today. Hedge fund replication is all the rage these days, given that they provide better liquidity […]

  • After ETFs, the next revolution in investment management may be direct indexing, a kind of separately managed account for the masses. Many see it as an industry game changer. Originally published on http://www.wealthmanagement.com/etfs/build-your-own-index Separately managed accounts, customized model portfolios in a wrap-fee account, were for years the favored tool of advisors for wealthy clients. But there […]

  • Don’t worry: investors will end up paying less – and here’s why The conventional wisdom is that everything on Wall Street gets cheaper over time. From trading costs to management fees, capitalism forces competition and efficiency. In the hedge fund industry, with performance lagging since the financial crisis of 2008, it makes sense that everyone […]

  • This article originally appeared in AllAboutAlpha.com HEDGE FUND FEES ARE ONLY HALF THE PROBLEM Hedge funds talk big about returns. Historically, successful managers have claimed credit for the favorable risk/return profiles of their funds, touting skilled security selection and portfolio management as a competitive edge. But the advent of investible benchmarks for a number of […]

  • 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 […]

  • 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 […]

  • For years, investors have suspected they aren’t getting the alpha they are paying for from long/short hedge funds. The underperformance might be even worse than they feared. Not only are they not capturing alpha, but investors aren’t even getting all the beta they should receive from long/short. The lost decade For many years, hedge fund managers had […]

  • The BRI Long Short Equity Index was down -0.03% in March 2017 BRI Partner’s Long/Short Equity Index (BRILSE) calculated by Wilshire Associates posted a performance of -0.03% for the month of March, +3.89% for the year-to-date 2017. March’s performance was largely driven by exposure to Value-focused names across the Large and MidCap universes.  This was largely […]

Press Releases
  • FOR IMMEDIATE RELEASE RESULTS:                                                               SEPT                     YTD BRI Long/Short Equity Index:           […]

  • FOR IMMEDIATE RELEASE RESULTS:                                                               AUG                      YTD BRI Long/Short Equity Index:         […]

  • FOR IMMEDIATE RELEASE RESULTS:                                                               JULY                   YTD BRI Long/Short Equity Index:           […]

  • 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), […]

  • FOR IMMEDIATE RELEASE RESULTS:                                                               JUNE                   YTD BRI Long/Short Equity Index:           […]

  • 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 […]

  • Wilshire Associates (Wilshire®) today announced the launch of a new index Powered by Wilshire℠, the BRI Dynamic Growth & Value Index℠ (BRIDGV). The new index, created and owned by BRI Partners, LLC (BRI) and calculated by Wilshire, is designed to deliver a true benchmark and efficient investible access to the long-only beta risk of equity […]

  • FOR IMMEDIATE RELEASE May 16, 2017 BRI INDEXES LAUNCH ON HEDGECOVEST AND THE SMArt Xchange (SMArtX) First Passive Indexes Available to Advisors Using the UMA/SMA Platform DALLAS, TX – Nine of the BRI index strategies, including BRI’s Long/Short Equity (“BRILSE”) Index, which is Powered by Wilshire℠, are now available on the HedgeCoVest UMA/SMA platform, it […]

  • FOR IMMEDIATE RELEASE The BRI Long Short Equity Index was up 0.93% in April 2017 and 4.85% YTD. BRI Partner’s Long/Short Equity Index (BRILSE) calculated by Wilshire Associates: +0.93% for the month of April, +4.85% for the year-to-date 2017. The BRI Long/Short Equity Index’s positive attribution in April was driven largely by exposure to Growth-focused names […]

  • FOR IMMEDIATE RELEASE The BRI Long Short Equity Index was down -0.03% in March 2017 BRI Partner’s Long/Short Equity Index (BRILSE) calculated by Wilshire Associates posted a performance of -0.03% for the month of March, +3.89% for the year-to-date 2017.   March’s performance was largely driven by exposure to Growth-focused names across the Large and MidCap universes.  MidCap […]