- 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”
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.
Learn MoreThematic Indices
Using proprietary Affinity analytics, Syntax develops Thematic Indices that capture emerging and evolving market trends with pinpoint accuracy in a timely fashion.
Learn MoreBenchmark Indices
Syntax has developed its own proprietary set of up-to-date Benchmark Indices that mirror the performance of the commonly used benchmarks.
Learn MoreESG 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.
Learn MoreTax Efficient Indices
Syntax uses proprietary tax loss harvesting algorithms to create Tax Efficient Indices without compromising overall performance objectives.
Learn MoreCustom Indices
Syntax works with a range of clients, including ETF issuers, institutions, and family offices to develop Custom Indices that precisely fit their needs.
Learn MoreLatest News and Research
Syntax Announces Executive Transition
By Irene Chow
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
By Paul Kenney, CFA
- 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
By Adam Beaser
- 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.