{"id":48,"date":"2024-02-02T10:01:23","date_gmt":"2024-02-02T10:01:23","guid":{"rendered":"https:\/\/idxfunds.com\/?page_id=48"},"modified":"2024-03-11T18:36:33","modified_gmt":"2024-03-11T18:36:33","slug":"home","status":"publish","type":"page","link":"https:\/\/idxfunds.com\/","title":{"rendered":"Home"},"content":{"rendered":"
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\nIDX Risk-Managed Mutual Funds\n<\/h1>

\nBringing Risk-Managed Solutions to Institutional Investors\n<\/h1>
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A Focus on Risk<\/span><\/h2>\n<\/div>
\nThe last several decades have been defined by declining interest rates, dollar hegemony and increases in globalization.

The world has changed and so to has the landscape for investors.

Traditional 60\/40 portfolios have seen a level of stress not anticipated by many investors. Combined with more muted forward looking expectations around bond and equity returns and it is no surprise that investors are starting to place more of an emphasis on alternative asset classes, diversification and hard-assets specifically.

Please see important information regarding risks below.\n<\/div>\n<\/div>
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\nOver The Years\n<\/h1>
\nA long history of alternative risk-management\n<\/div>
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\nOur Guiding Principles\n<\/h1>
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\nResearch-Driven\n<\/h1>
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The world (and therefore the investing landscape) is changing more rapidly now than anytime in recent history. As such we believe its paramount that asset managers be constantly researching. The era of \u201cbig data\u201d is upon us and investors need to ensure that they are utilizing it to their advantage. We have a dedicated research arm at IDX Insights devoted to research and innovation.<\/p>\n<\/div>\n<\/div>

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\nRisk Conscious\n<\/h1>
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Ever since the ground-breaking work of Markowitz, investors have understood the link between underwriting risk in exchange for an expectation around return. Equally important is understanding how risks vary over time. Our Risk-Conscious approach isn\u2019t designed to avoid risk. It seeks to only avoid \u201cbad\u201d risks\u2026whether it\u2019s bonds or bitcoin.<\/p>\n<\/div>\n<\/div>

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\nSystematic & Transparent\n<\/h1>
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Our research focus means we rely heavily on an evidence-based approach to investment management. That means we are systematic, rules-based and rely on time-tested principles both academically and empirically. Many times, much of our methodology will be published in our papers or on our research site.<\/p>\n<\/div>\n<\/div><\/div><\/div>\n<\/section>

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Why it does make sense to own BTIDX<\/span>?<\/h2>\n<\/div>
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The IDX Risk-Managed Bitcoin Strategy Fund (BTIDX) seeks to Harvest the Volatility of the asset class via a rules-based, risk-managed approach to owning CME Bitcoin Futures and publicly traded Bitcoin Industry companies.<\/p>\n<\/div>\n<\/div>

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The IDX Risk-Managed Bitcoin Strategy Fund (BTIDX) seeks to mitigate the risk-of-loss (downside capture) relative to a long-only (passive) exposure to the asset class.<\/p>\n<\/div>\n<\/div>

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The IDX Risk-Managed Bitcoin Strategy Fund (BTIDX) is a US Mutual Fund regulated by the US Securities and Exchange Commission, and unlike owning Bitcoin (BTC) directly, the IDX Risk-Managed Bitcoin Strategy Fund (BTIDX) can be owned in US brokerage accounts and US retirement accounts held at US custodians.<\/p>\n<\/div>\n<\/div><\/div>

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The Fund does not invest directly in or hold bitcoin.The price of bitcoin futures contracts should be expected to differ from the current cash price of bitcoin, which is sometimes referred to as the \u201cspot\u201d price of bitcoin. Consequently, the performance of the Fund should be expected to perform differently from the spot price of bitcoin. These differences could be significant. Bitcoin and bitcoin futures contracts are a relatively new asset class and are subject to unique and substantial risks, including the risk that the value of the Fund\u2019s investments could decline rapidly, including to zero. Bitcoin and bitcoin futures contracts have historically been more volatilethan traditional asset classes. You should be prepared to lose your entire investment.<\/p>\n<\/div>\n<\/div><\/div>\n<\/section>

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Why it does make sense to own COIDX<\/span>?<\/h2>\n<\/div>
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The IDX Commodity Opportunities Fund (COIDX) seeks to opportunistically participate in commodities markets and related companies, both long and short.<\/p>\n<\/div>\n<\/div>

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The IDX Commodity Opportunities Fund (COIDX) has the potential to make money in any environment, including when commodities may be out of favor.<\/p>\n<\/div>\n<\/div>

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The IDX Commodity Opportunities Fund (COIDX) provides managed exposure to commodities for investors who seek exposure to the asset class but don\u2019t want long-only exposure and don\u2019t want to manage futures contracts themselves.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"

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