ESG at Syntax

With precise data, Syntax empowers investors to make better decisions that align with their own ESG values, themes, and priorities. In support of incorporating ESG into investment practice, Syntax is a UN PRI service provider signatory.

ESG criteria are essential for assessing investment sustainability. Syntax’s Functional Information System (FIS®) evaluates ESG activities, exposure, and alignment with personal values across 11,000+ public companies using comprehensive data.

FIS® combines financial and ESG indicators to provide a complete view of company operations and emissions. Our understanding of client priorities informs our approach to index construction and ETFs, enabling informed and responsible investment decisions.

ESG Taxonomies

Syntax’s ESG taxonomies can be used to develop unique lenses that capture a specific universe based on personal ESG preferences. Our ESG taxonomies allow users to filter according to their preferences, including:

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SDG Aligned and Misaligned Taxonomy

While other SDG data providers focus on company-reported commitments to the SDGs, Syntax uses its patented business involvement data to determine a company's revenue-based impact on the SDGs.

Custom

Clean Energy Transition Opportunities Taxonomy

​​The Clean Energy Transition Opportunities taxonomy is constructed around the central thesis that while a coming clean energy transition will pose significant risks to businesses across the economy, certain companies are positioned to benefit from a transition to a low-carbon, renewable, and electrified economy.

Custom

Clean Energy Taxonomy

​The Clean Energy universe includes companies that generate electricity from renewable energy sources, manufacture or distribute equipment or parts for renewable energy producers, make batteries and associated materials, produce electric vehicles and charging equipment, produce biofuel and ethanol, produce hydrogen fuel cells and associated equipment, or provide financing for renewable energy related products.

Custom

ESG Materiality Taxonomy

Syntax has developed its own in-house ESG materiality map that carves out material topics across business line activity exposure.

Custom

Extraction by Resource or Activity Taxonomy

Syntax can identify product line exposure for companies that may slip through the cracks, such as firms involved in fossil fuel extractions as secondary and tertiary business lines. This lens can get as granular as the metal type and region of extraction.

Custom

Fuel Cell Hydrogen Taxonomy

The Fuel Cell Hydrogen universe is made up of a collection of companies that are involved in the hydrogen and fuel cell ecosystem, from hydrogen gas companies to fuel cell power generators.

Custom

Water Taxonomy

Whether it be exposure to companies that operate in the development of water infrastructure, water treatment, or water supply, to name a few, Syntax has encapsulated the world of water with respect to company operations and business lines.

Custom

Biodiversity Enablers Taxonomy

The Biodiversity Enablers lens will include publicly traded companies that generate revenue from, or are currently developing, technologies and products that contribute to biodiversity preservation or renewal. The products and services of these companies enable more ecologically sustainable supply chains across industries. They can contribute to the protection of one or more of the following ecosystems: Land, Ocean, Freshwater.

Custom

Blue Economy Taxonomy

​The Blue Economy lens captures companies engaging in one of the fastest adapting industries, across marine renewable energy, recycling technologies, and sustainable aquaculture.

Custom

ESG Indices

Using our stratified weighting methodology and the knowledge of our in-house experts, Syntax is able to develop and curate customizable and efficient ESG indices.

Our FIS® technology can help you meet your ESG objectives.

Learn more about FIS®

Off-the-Shelf ESG scores and ratings

Syntax’s proprietary ESG scores can be overlaid onto index constituents to determine inclusion and/or feed the weighting of metrics.

Scores leverage both FIS® data and multiple third-party ESG data to pinpoint material ESG risk.


Utilizes Syntax’s in-house materiality map with a focus on up-to-date trends on ESG scoring approaches.

Custom ESG scores and ratings

ESG looks and feels inherently different depending on user needs and preferences. If Syntax’s off-the-shelf ESG scores don’t perfectly meet your needs, we can collaborate with you to create a client-centric approach.

Self-quantifying levels of importance across each ESG bucket


Grouping companies based on ESG materiality preference


Exclusion and/or inclusion of certain ESG metrics (i.e., greenhouse gas emissions)