Syntax brings a unique perspective to investment management analytics and processes. Drawing on proprietary methodologies derived from the biotech industry, we define the DNA of companies and investment portfolios with pinpoint clarity. Through its financial analysis platform, Affinity, and its financial indices, Syntax empowers investors to meet their investment objectives with precision and accuracy.
See detailed exposure reports for thousands of individual stocks.
Find companies that have target exposures from various equity universes.
Upload portfolio holdings to find hidden exposures across over 38 different lenses and more than 1,250 unique exposures.
Stratified 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 More
Using proprietary Affinity analytics, Syntax develops Thematic Indices that capture emerging and evolving market trends with pinpoint accuracy in a timely fashion.Learn More
Syntax has developed its own proprietary set of up-to-date Benchmark Indices that mirror the performance of the commonly used benchmarks.Learn More
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 More
Tax Efficient Indices
Syntax uses proprietary tax loss harvesting algorithms to create Tax Efficient Indices without compromising overall performance objectives.Learn More
Syntax works with a range of clients, including ETF issuers, institutions, and family offices to develop Custom Indices that precisely fit their needs.Learn More
Know What You Own: Investing in the Power of the Consumer?
By Simon Whitten, Hezel Gadzikwa, Paul Kenney, CFA
- The XLY is largely driven by two companies, Amazon and Tesla
- Neither Amazon nor Tesla is representative of the consumer discretionary sector
- Syntax’s Stratified Consumer Index more accurately captures the growth of the entire consumer sector, allocating weight evenly across only those companies with direct ties to consumer products
Passive Perspectives: Fourth Quarter 2022
By Simon Whitten and Hezel Gadzikwa
- Market volatility rewarded diversified indices in 2022
- The case for Stratified Weight in 2023
- Leading Themes: Infrastructure, Defensives and Inflation
- Laggard Theme: “Advertising Revenue Model”
Syntax Announces Executive Transition
By Irene Chow
Syntax is a financial data and technology company that has pioneered a proprietary approach to index construction, portfolio analysis, ESG and SDG measurement and other investment applications. By leveraging Syntax’s granular and verifiable data, users can understand a company’s business characteristics and product lines to evaluate its risk and reward profile with pinpoint accuracy, overcoming the limitations of traditional industry classification systems.