About Us

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.

Affinity

Affinity® transforms a complex financial data landscape into clear, actionable information.
Research Companies

See detailed exposure reports for thousands of individual stocks.

Screen Universes

Find companies that have target exposures from various equity universes.

Analyze Portfolios

Upload portfolio holdings to find hidden exposures across over 38 different lenses and more than 1,250 unique exposures.

Indices

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.

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Thematic Indices

Using proprietary Affinity analytics, Syntax develops Thematic Indices that capture emerging and evolving market trends with pinpoint accuracy in a timely fashion.

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Benchmark Indices

Syntax has developed its own proprietary set of up-to-date Benchmark Indices that mirror the performance of the commonly used benchmarks.

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ESG 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.

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Tax Efficient Indices

Syntax uses proprietary tax loss harvesting algorithms to create Tax Efficient Indices without compromising overall performance objectives.

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Custom Indices

Syntax works with a range of clients, including ETF issuers, institutions, and family offices to develop Custom Indices that precisely fit their needs.

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Latest News and Research
Passive Perspectives: Fourth Quarter 2022

Passive Perspectives: Fourth Quarter 2022

  • 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

Syntax Announces Executive Transition

 Patrick Shaddow named Chief Executive Officer to lead effort to build Syntax’s transformational financial data platform 
Know What You Own: Revisiting S&P 500 Tech Exposure

Know What You Own: Revisiting S&P 500 Tech Exposure

  • Technology stocks have underperformed for the past year, yet their total weight as a percent of the S&P 500 is still considerably higher than at the peak of the Tech Bubble in March 2000. 

  • The S&P 500’s exposure to technology is concentrated in four stocks: Apple, Microsoft, Alphabet and Amazon represent 21% of the Index and more than half of the S&P 500’s 37.5% total tech exposure. 

  • The level of technology innovation is reflected in the S&P 500’s evolution over time. Today, 30% of the S&P 500’s tech exposure consists of business lines that had a zero weight in the Index in December 1999. 
Breaking Down the Basics: SDG Investing

Breaking Down the Basics: SDG Investing

  • Distinct from ESG, the UN Sustainable Development Goals provide a framework for understanding investment impact. 
  • Syntax offers a differentiated and transparent way to measure investment alignment with the Sustainable Development Goals. 

About Syntax


Syntax Indices operates one of the most sophisticated index development platforms available today. Backed by top level investment know-how and Syntax’s proprietary technologies, Syntax Indices is able to create indices that precisely match investment objectives.

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