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 30 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.
Thematic Indices
Using proprietary Affinity analytics, Syntax develops Thematic Indices that capture emerging and evolving market trends with pinpoint accuracy in a timely fashion.
Benchmark Indices
Syntax has developed its own proprietary set of up-to-date Benchmark Indices that mirror the performance of the commonly used benchmarks.
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.
Tax Efficient Indices
Syntax uses proprietary tax loss harvesting algorithms to create Tax Efficient Indices without compromising overall performance objectives.
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.


Passive Perspectives : First Quarter 2022
By Simon Whitten and Hezel Gadzikwa
- Major benchmarks fell in Q1; Stratified LargeCap index outperformed
- Investors are positioning for persistent inflation
- Regime Shift from Growth to Value benefits Alternative Weight indices
- Market turbulence prompts move to defensive groups

Regime Shifts
By Simon Whitten

Passive Perspectives: Fourth Quarter 2021
By Simon Whitten and Hezel Gadzikwa
- S&P 500 finishes 2021 with strongest quarter amidst supply chain relief
- Omicron surge keeps interest rates suppressed, supporting tech stocks
- Thematic Trends: airlines plummet while autos rally
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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.