The new Platform delivers to investors portfolios with transparency and accountability that was previously lacking in the ESG and impact investing space.
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
View profiles for thousands of individual companies and ETFs with granular exposure details.
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
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.
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 MoreStratified 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 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 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 MoreLatest News and Research
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Q2 2023 U.S. Earnings Update
By Hezel Gadzikwa on
Pent-Up Demand Fuels Growth across the Consumer Cyclical Sector
Know What You Own: Your Portfolio Needs New Glasses
By Paul Kenney, CFA on
Your insights are only as good as your data.
- Traditional industry classification systems group companies based on their primary business segments, thereby treating each company as one entity with a single business.
- Overlooking secondary and tertiary product line exposures may result in missed opportunities to gain exposure to new and emerging technologies.
- By using Syntax's product line data, investors can analyze public equity managers, benchmarks, and portfolios with an enhanced level of precision.
Syntax Quarterly Commentary: Second Quarter 2023
By Hezel Gadzikwa on
Interest Rates and Inflation and AI! Oh My!
- Central banks continue to fight inflation
- Tourism stocks are back from vacation
- The artificial intelligence boom throws the market a lifeline
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.