Personalized Indexing
Only pay for what you deploy
Tailor Your Index
Sector Tilts
Factor Overlays
Micro Themes
Macro Regimes
Controversial Industries
Stock Exclusions
Impact & ESG
Rebalance Cadence
Or Simply Choose an Off-the-Shelf Index
See 10 years of backtested performance before you deploy.
Documentation
- A full Methodology & Rules document for every index showing the transparent, rules-based logic behind every strategy. The Index rulebook details how the index is constructed and updated over time, from security selection and weighting to daily calculation and periodic reconstitution.
- Index factsheets summarize performance and key statistical characteristics of the index so you can understand the model at a glance.

Saidee
With Saidee, you can build structured portfolios based on:
• Market Outlook
• Client Profiles
• Commentary
A fund vs. your own index
Comparison is directional and describes structural differences between pooled investment products and a custom index deployed through Syntax Direct. Average pooled fund fee range per Syntax research. Fees, tax outcomes, and suitability depend on individual circumstances.
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Research and Case Studies
FAQ
The index periodically resets the weights of its holdings back to targets based on current market data. Accounts that track the index can leverage iRebal’s rebalancing capabilities in order to ensure they remain in line with the index. Without account rebalancing, portfolios may drift from the index because of index rebalances and other considerations that may cause drift, such as tax-loss harvesting or cash drag.
Conviction controls how sensitive the index is to the selected metric. Please refer to the user guide for specific definitions.
Yes. Syntax Direct can supply the direct-indexed, individual-security sleeve of a UMA. It does not evaluate or rebalance the entire UMA across ETFs, mutual funds, and other sleeves, but advisors can use tools in iRebal to holistically manage client assets.
Syntax Direct is an index and technology platform and does not manage client assets. Using the iRebal integration, advisors can manage portfolios to track indices built and deployed in Syntax Direct.
Syntax Direct provides access to major US market segments, including the Syntax 500, 1000, 2000, and 3000, comparable to major industry benchmarks. Advisors can also select certain Russell and MSCI universes as a starting universe or benchmark.
The use of Syntax indices, data, software, or technology to create financial products requires a license with Syntax and/or its licensors. The usage of MSCI or FTSE Russell indices on Syntax Direct requires additional fees, terms and conditions. FTSE Russell® is a registered trademark of the London Stock Exchange, plc and/or its affiliates. MSCI® is a registered trademark of MSCI Inc. and/or its affiliates. Syntax®, Syntax Direct℠ and Syntax Indices™ and are trademarks, registered trademarks or service marks of Syntax, LLC and/or its affiliates. This webpage and Syntax Direct are not sponsored or endorsed by MSCI, Inc. or the London Stock Exchange, plc.
The index model charted and referenced on this page includes backtested performance. Backtested performance is not actual performance but is hypothetical and is suitable only for institutional investors. Backtested performance may not be predictive of actual or future performance. Backtested data may reflect the application of the index methodology with the benefit of hindsight, and the historic calculations of an index may change from month to month based on revisions to the underlying economic and/or financial data used in the calculation of the index. Funds or portfolios tracking the Syntax Indices are not sponsored by Syntax LLC or its third- party licensors. Index performance does not represent actual fund or portfolio performance, and such performance does not reflect the actual investment experience of any investor. An investor cannot invest directly in an index. In addition, the results actual investors might have achieved also would have differed from those shown because of differences in the timing, amounts of their investments, and fees and expenses associated with an investment in a portfolio invested in accordance with an index. The indices portrayed herein do not charge management fees directly to end investors or incur brokerage expenses, and no such fees, implementation costs or expenses were deducted from the performance shown; provided, however, that the returns of any investment portfolio invested in accordance with such indices would be net of such fees, implementation costs and expenses.
Syntax LLC, its affiliates and their independent providers are not liable for any informational or technical errors or incompleteness, or for any actions taken in reliance on information contained herein. Neither Syntax nor third-party providers of information in this presentation make any warranties or representations with respect to such information. Syntax does not sponsor financial products based on Syntax indices and/or data. Investments are not FDIC insured, may lose value and have no bank guarantee.
iRebal® is a technology offering of Schwab.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").
Schwab Advisor Center is a website of Charles Schwab & Co., Inc. (Schwab) for the use of independent investment advisor clients that custody assets with Schwab.
Charles Schwab & Co., Inc. (Schwab) and Syntax, Inc. are separate, unaffiliated companies. Schwab and Syntax, Inc. are not responsible for each other's opinions, policies, and services. Any information, content, and data provided by Syntax is intended for investment professional use only and is not a substitute for appropriate model or other investment due diligence. It may not be distributed to your clients or other members of the public, nor used in written form as sales literature for public use. References to Schwab or iRebal are solely for integration purposes and do not imply any partnership, endorsement, recommendation, or approval by Schwab of the Syntax platform.
Schwab may receive compensation from third-party service providers for the integration and use of their services or platform.



