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

Screen Universes
Screen Universes hero image

Find companies that have target exposures from various equity universes.

Analyze Portfolios
Analyze Portfolios hero image

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.

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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
Syntax delivers index universes for Healthcare Innovations and Technology Revolution strategies on SmartTrust® UIT platform

Syntax delivers index universes for Healthcare Innovations and Technology Revolution strategies on SmartTrust® UIT platform

Passive Perspectives: First Quarter 2023

Passive Perspectives: First Quarter 2023

  •  The technology sector provides refuge during the banking crisis, with Apple and Microsoft driving outperformance 

  • The emergence of ChatGPT, the artificial intelligence chatbot, adds fuel to the technology theme rally 

  • The Fed continues to fight inflation 
Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities

Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities

Syntax Launches Thematic Indices on the SMArtX Advisory Solutions UMA Platform

Syntax Launches Thematic Indices on the SMArtX Advisory Solutions UMA Platform

Syntax Debuts Seven Thematic Indices on SMArtX's UMA 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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