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® 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.


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
Breaking Down the Basics: ESG Reporting Standards vs. Frameworks

Breaking Down the Basics: ESG Reporting Standards vs. Frameworks

Given the constantly evolving nature of ESG investing, Syntax believes gaining clarity is of the utmost importance to the growing number of investors in this space. Consequently, we are focused on educating investors on ESG topics and using our proprietary data to provide unparalleled transparency on the ESG characteristics of their portfolios. In this installment of our “Breaking Down the Basics” series, we explore the topic of ESG reporting standards and frameworks. 
Know What You Own: Investing in the Power of the Consumer?

Know What You Own: Investing in the Power of the Consumer?

What lies beneath the S&P Consumer Discretionary Select Sector ETF (XLY)

  • The XLY is largely driven by two companies, Amazon and Tesla
  • Neither Amazon nor Tesla is representative of the consumer discretionary sector
  • Syntax’s Stratified Consumer Index more accurately captures the growth of the entire consumer sector, allocating weight evenly across only those companies with direct ties to consumer products
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 

About Syntax

Syntax is a financial data and technology company that has pioneered a proprietary approach to index construction, portfolio analysis, ESG and SDG measurement and other investment applications. By leveraging Syntax’s granular and verifiable data, users can understand a company’s business characteristics and product lines to evaluate its risk and reward profile with pinpoint accuracy, overcoming the limitations of traditional industry classification systems.

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