Syntax codifies
business models

Data without structure is only numbers.
Our data empowers clients to identify, classify, and analyze financial products better than ever before.

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.
Search Securities
Search Securities

View profiles for thousands of individual companies and ETFs with granular exposure details.

Screen Universes
Screen Universes

Find companies that have target exposures from various equity universes.

Analyze Portfolios
Analyze Portfolios

Upload portfolio holdings to find hidden exposures across over 38 different lenses and more than 1,250 unique exposures.

Indices

Sector Indices


Syntax’s suite of over 600 sector-based indices tracks market performance using groups from its proprietary FIS classification system that range from broad top-level sectors to granular business segments and activities within a sub-industry.

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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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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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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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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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Latest News and Research

Syntax and Mansueto Ventures launch the Fast Company Most Innovative Company Index

Syntax and Mansueto Ventures launch the Fast Company Most Innovative Company Index

Know What You Own:  Underlying Concentration Risks Embedded in Domestic, International, and Emerging Markets Equity Indices

Know What You Own: Underlying Concentration Risks Embedded in Domestic, International, and Emerging Markets Equity Indices

  • Geographic diversification across major benchmark indices may be insufficient to ensure that a portfolio is sector-risk averse. 

  • Following the 2022 tech stock sell-off, the U.S. market, represented by the S&P 1500 Index, still has substantial exposure to the sector. As of 30 June 2023, the Index’s total tech exposure, based on Syntax’s classification methodology, is 40%, which is significantly higher than the 27% reported by S&P for the Information Technology sector.

  • The International Developed ex-U.S. market, represented by the MSCI EAFE Index, has significant allocations to the Industrials (21%) and Financials (19%) sectors. MSCI EAFE also has the largest allocation to the Consumer sector (13%) across the three market categories.

  • Emerging markets, represented by the MSCI Emerging Markets Index, is overweight Financials (23%), with Banking (17%) as the largest component. Tech exposure (34%) also poses a potential concentration risk. 
Syntax and 17 Asset Management announce partnership and the launch of the Intentional Solutions Platform

Syntax and 17 Asset Management announce partnership and the launch of the Intentional Solutions Platform

The new Platform delivers to investors portfolios with transparency and accountability that was previously lacking in the ESG and impact investing space.
Q2 2023 U.S. Earnings Update

Q2 2023 U.S. Earnings Update

Pent-Up Demand Fuels Growth across the Consumer Cyclical Sector

About Syntax


Syntax LLC is a financial data and technology company that codifies business models. Syntax operates through three segments: Company Data, Wealth Technology, and Financial Indices. Using its patented FIS® technology inspired by systems sciences, the Company Data segment offers the most comprehensive, granular, and accurate product line revenue data available on the market. The Wealth Technology segment then uses this abundance of data to facilitate the instantaneous creation and ongoing management of direct indexing solutions and rules-based equity portfolios through a fully automated platform. The Financial Indices segment enables Syntax to deliver customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products.

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