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 30 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.

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.

Latest News and Research

Regime Shifts: Value regime looks set to last (April Update)

The 3.6% sell-off in the S&P 500 on Friday (4/29) capped a dismal April for the world’s most traded index (-8.72%). 

As we wrote in our February note Regime Shifts: Why the S&P 500 could underperform Alternatively Weighted ETFs, “[the S&P 500] is highly exposed to several potential headwinds in 2022, including interest rate hikes, rising vaccination rates, increased regulation, and overly optimistic valuations. A change in the prevailing market dynamic could cause one (or more) of these headwinds to reverse the long-run market trends and see cap weighted indices underperform alternatively weighted products. The Stratified LargeCap Index outperformed its cap weighted counterpart by 3.12% in April.” 

Passive Perspectives : First Quarter 2022

 Key Points 
  • 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

Why the S&P 500 could underperform Alternative Weighted ETFs: an analysis of three types of regime shifts and how they may cause headwinds for the S&P 500 and other cap-weighted strategies.

Passive Perspectives: Fourth Quarter 2021

  • 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 

Contact Us


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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