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Stratified Weight™

Fixing the Problems of
Cap-Weighted Indices

Syntax Stratified Weight Syntax Stratified Weight

Diversification Matters

Capture Performance from
the Whole Economy

Syntax Economic Data Syntax Economic Data

Reducing Business Risk

Controlling Exposure to Supply Chains,
Customer Groups and Product Types

Syntax Portfolio reduce risk Syntax Portfolio reduce risk

Business Risk Diversification

Syntax’s Stratified Weight™ approach is designed to correct for business risk concentrations that regularly occur in cap-weighted indices. These concentrations leave investors exposed to market shocks. Instead of concentrating in the largest companies, we spread index weight across business risk groups to provide a diversified return of all the business opportunities of a benchmark.

See All Indices
S&P 500 index stratified SYLC
Syntax Stratified

LargeCap

The Stratified Weight version of the
S&P 500 Index.
S&P 400 index stratified SYMID
Syntax Stratified

MidCap

The Stratified Weight version of the
S&P MidCap 400 Index.
MSCI EAFE Stratified SEADM
Syntax

Europe & Asia
Developed Markets

The Stratified Weight version of the
MSCI EAFE Index.
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Tom Livergood, founder and CEO of the Family Wealth Alliance, talks with Syntax about how FIS data can help family offices make better understand their portfolio holdings.

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Institutional Investor covers Syntax’s latest working paper on Active Business Risk, a measure of bias in indices and funds that track them.

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