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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 40+ different lenses and more than 1,500 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

Names Rule Solutions

Names Rule Solutions

The SEC’s “Names Rule” requires fund managers to demonstrate that “at least 80 percent of the value of its assets” are invested in a manner “consistent with its name.” Learn more about how Syntax's revenue data can help fund managers comply with the Names Rule.
Breaking Down the Basics: EU Taxonomy Green Revenue Eligibility

Breaking Down the Basics: EU Taxonomy Green Revenue Eligibility

In July 2020, the European Union (EU) began development on the EU Taxonomy, a first-of-its-kind sustainable business classification system that aims to standardize for the investment community what qualifies as an investment in a sustainable business. Learn more about the EU Taxonomy and how Syntax's revenue data can help determine eligibility.
Index Insights: Stratified LargeCap Q4 and 2023 Review

Index Insights: Stratified LargeCap Q4 and 2023 Review

  • The Stratified LargeCap Index (SYLC) returned 10.9% in Q4 vs. 11.7% for the S&P 500. SYLC realized outperformance in 16 of the 24 Level 2 sub-sectors relative to the S&P 500, but underperformed the S&P 500 due to its lower weight to tech stocks. 
  • 2023 was largely a reversal of 2022. The S&P 500 returned 26.3% for the year after a decline of 18.1% in 2022. SYLC returned 14.1% in 2023, underperforming the S&P 500 by 12.2 percentage points. In 2022, SYLC returned -8.8%, outperforming the S&P 500 by 9.3 percentage points. 
  • SYLC returned 4.1% and 10.4% annually over the past two and three years, respectively, outperforming the S&P 500 by 70 basis points over the past two years and 40 basis points over the past 3 years. 
  • The results are consistent with expectations as SYLC works well as a diversification strategy during market reversals, but not in momentum driven markets like the first half of 2023 where performance was driven by the “Magnificent Seven.”

Syntax Introduces Breakthrough Custom Direct Indexing Platform

Syntax Introduces Breakthrough Custom Direct Indexing Platform

Syntax LLC, a New York based data provider, introduced today its new wealthtech platform, Syntax Direct™, at the T3 Technology Conference 2024 in Las Vegas, Nevada. Syntax Direct puts advanced index creation and management capabilities in the hands of financial advisors and wealth managers.

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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