Syntax codifies
business models
Data without structure is only numbers.
Our data empowers clients to identify, classify, and analyze financial products better than ever before.
Introducing
Syntax Direct
Say goodbye to opaque, convoluted, and restrictive approaches to portfolio creation. Our Direct-to-index Platform powers customized investment solutions at scale.
Create your Custom Index in just 3 steps:
Start building your new index by selecting an index objective.
Select additional specifications & customizactions by answering 10-15 questions.
Your new index report will include current & historical constituents, five-year backtested performance, detialed sector breakdowns, statistical analysis, and more.
Affinity Data
Affinity® Transforms a complex financial data landscape into clear, actionable information.
How it Works
View profiles for thousands of individual companies and ETFs with granular exposure details.
Find companies that have target exposures from various equity universes.
Upload portfolio holdings to find hidden exposures across over 40+ different lenses and more than 1,500 unique exposures.
Syntax Indices
Backed by top level investment know-how and Syntax's proprietary technologies, Syntax Indices is able to create indices that precisely match investment objectives.
Our Indices
Sector Indices
Syntax’s suite of over 600 sector-based indices tracks market performance using groups from its proprietary FIS classification system that range from broad top-level sectors to granular business segments and activities within a sub-industry.
Learn MoreBenchmark Indices
Syntax has developed its own proprietary set of up-to-date Benchmark Indices that mirror the performance of the commonly used benchmarks.
Learn MoreStratified Weight Indices
Syntax's proprietary Stratified Weight Indices unravel the inefficiencies embedded in capitalization weighted indices to present an optimal solution for balancing risk and reward.
Learn MoreThematic Indices
Using proprietary Affinity analytics, Syntax develops Thematic Indices that capture emerging and evolving market trends with pinpoint accuracy in a timely fashion.
Learn MoreCustom Indices
Syntax works with a range of clients, including ETF issuers, institutions, and family offices to develop Custom Indices that precisely fit their needs.
Learn MoreESG Indices
Syntax uses a vast array of data and proprietary data sets to develop a growing range of ESG, SRI, and SDG Indices that reflect prevailing responsible investment goals.
Learn MoreLatest News and Research
Syntax and Mansueto Ventures Launch the Fast Company Most Innovative Companies US-Listed Index on SmartX
Posted on
Index Insights: Stratified LargeCap Q1 2024 Review
By Paul Kenney, CFA on
- The Stratified LargeCap Index (SYLC) returned 8.2% in Q1 vs. 10.6% for the S&P 500. Nearly half of the S&P 500’s growth (47%) was tied to four stocks: NVIDIA, Microsoft, Meta Platforms and Amazon.
- The Integrated Circuits sub-sector, and specifically NVIDIA, which returned 83% for the quarter, helped the S&P 500 outperform SYLC during the quarter.
- 2023 highflyers Tesla and Apple were down 29.3% and 10.9%, respectively. SYLC’s underweight to these securities helped SYLC outperform the S&P 500 in the Consumer Transportation and IT Hardware subsectors.
The Journey to Carbon Neutral: State of the Transition 2023
By Paul Kenney, CFA on
About Syntax
Syntax LLC is a financial data and technology company that codifies business models. Syntax operates through three segments: Company Data, Wealth Technology, and Financial Indices. Using its patented FIS® technology inspired by systems sciences, the Company Data segment offers the most comprehensive, granular, and accurate product line revenue data available on the market. The Wealth Technology segment then uses this abundance of data to facilitate the instantaneous creation and ongoing management of direct indexing solutions and rules-based equity portfolios through a fully automated platform. The Financial Indices segment enables Syntax to deliver customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products.