Syntax Affinity®Data

Providing Investors with Better Data

Affinity® Data allows you to access the most comprehensive, transparent product-level data on public companies. Search, screen and analyze data and risks across 1,500+ business groups to make sharper decisions.

Affinity® enables you to

Search Securities

Enter a name, ticker, or ISIN to see detailed risk exposures for a company or an ETF.

Screen Investment Universes

Select a universe. See all companies that have target exposures.

Analyze Portfolio Risk

Upload your portfolio. Screen for risks using over 40+ different lenses and 1,500+ different exposures.

Identify Comparables

Enter a name, ticker, or ISIN. Find companies with comparable business risk and performance profiles.

Data - The Power Behind Successful Investing

Sound investments are powered by data, and Syntax’s FIS financial database is one of the most extensive and accurate stores of data in the world.  All data used in the FIS database is sourced from reliable and proven entities and is thoroughly vetted to eliminate errors.

Syntax’ proprietary and patented FIS platform supports in-depth examination of the financial characteristics on over 11,000 public companies worldwide.  FIS provides statistics from fully-cited public filings that enable accurate assessments of sector classifications, market shares, supply chain linkages and more – facilitating company analysis and classification on the most precise basis possible.

Syntax’ derived data products offer reliable benchmark indexes, factor scores and thematic groupings that serve as the underpinning for successful and transparent index creation.

Learn more about FIS Data
12,500+
Global companies
7,000+
Active companies
155,000+
Point-in-time product line classifications

Discover in-depth company and ETF insights

Search Securities on Affinity

Explore top companies and ETFs through 1,500+ lenses across Sector, Macro and Micro Thematics, Impact, and Business Models. Affinity allows users to drill down into product line exposures and view aggregated geographic revenue segmentation.

Unpack your investment strategies

Compare portfolios against ETFs, Affinity benchmarks, or any other uploaded portfolios.

Track changes to portfolio exposures over time by uploading different holding dates. Changes over time can be tracked based on point-in-time classifications on individual holdings.

This image is a dark-themed user interface for an investment platform. It shows the section titled "Explore Portfolios," where users are instructed to "Select portfolios to begin analysis." The portfolio named "Syntax 3000" is highlighted and marked with a checkmark, indicating it has been selected. On the right side of the screen, there are two buttons labeled "Build Portfolio" and "Upload Portfolio," suggesting options for creating or uploading a portfolio for analysis.

FAQ

What role does FIS play in our Affinity® platform?

Affinity is a platform that enables users to visualize the output from our FIS® framework in a number of ways. For example, FIS can leverage company revenue data to identify unique product-line analysis.

What are our Affinity® lenses?

Lenses are a collection of companies that operate in shared economic activities. Companies are analyzed at the product line level, resulting in more precise company classifications.

What is the Affinity® Screener?

The Affinity Screener is a slimmed-down version of the full Affinity platform, allowing users to familiarize themselves with the interface and its core capabilities, including Affinity Lenses.

Built for Every
Investment Professional

Syntax connects advisors, managers, and data leaders through one transparent system—from data to implementation.

Financial Advisors & RIAs

Transparent data and differentiated models you can explain and defend.

•  Product-level visibility into holdings and exposures.
•  Model portfolios with clear factor/thematic tilts.
•  Explainable, auditable inputs for client reporting.

Asset & Portfolio Managers

Design, test, and scale strategies—move from idea to investable in days.

•  Granular, revenue-based exposures for precise design.
•  Backtesting on standardized, transparent datasets.
•  Rapid operationalization into indices or mandates.

Investment Strategists & Researchers

Build and backtest thematic and model portfolios with precision.

•  Auditable inputs and rule-based methodologies.
•  Repeatable workflows for research and comparisons.
•  Clear attribution and transparent factor contributions.

Data & Operations Gatekeepers

Standardize workflows with a transparent, compliance-ready
data stack.

•  Auditable inputs and rule-based methodologies.
•  Repeatable workflows for research and comparisons.
•  Clear attribution and transparent factor contributions.

Want to construct or backtest an investment concept?

Learn about Syntax Direct