Syntax Direct

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Syntax Direct℠

Precision-powered portfolios

Create hyper-customized portfolios in a matter of minutes.  With Syntax Direct, you can help your diverse range of clients fulfill their investment objectives on a highly personalized basis – at scale.

Simple, intuitive and easy-to-use, Syntax Direct enables you to create and manage a limitless number of direct indexing solutions based on sound investment principles.

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Why Syntax Direct?

Client Retention

Improve client relationships by offering clients superior customized investment solutions that precisely match their investment goals and risk preferences.

Practice Expansion

Attract new clients by providing unique investment portfolios that avoid the undifferentiated “me too” clutter of standardized investment products.

Lower Costs

Eliminate many of the costs related to the investment management process, especially costs related to packaged investment products.

How Syntax Direct Works

Select an Index Type
Choose from a wide range of index types including benchmarks, core indices, thematic indices, factor indices and off-the-shelf indices.
Tailor Your Index
Tailor indices to suit your needs by overweighting, underweighting or eliminating sectors, by adding one or more factor tilts, by applying macroeconomic thematic tilts, by incorporating socially desirable considerations, and by excluding individual stocks.
Develop Standalone Indices
Develop standalone indices that aim to capitalize on specific market characteristics, while adding structure in the terms of number of constituents, rebalancing frequency and type of weighting methodology.

Coming Soon!

Add ETF Sleeves
Create complete investment portfolios by adding ETF sleeves for fixed income, foreign equities, currencies (including gold and crypto) and, for qualified investors, alternative private investments such as venture capital, real estate or private equity.
Comprehensive Constituent Lists
Get comprehensive constituent lists for every index your create that includes company names, identifiers and weights for the current index, as well as historically on a quarterly basis for the past eight years.
Stats Packages
Receive a stat package that gives you most known and recognized performance measures tailored to match what’s important to you.
Download your Rulebook
Download a comprehensive rules and methodology document that memorializes the entire strategy for in-depth review and compliance purposes.
Convert to Whole Shares
Choose between fractional or whole shares based on the amount of money invested to track the index with a clear idea of the estimated tracking error between the whole share and fractional share indexes.
Daily Index File Delivery
Receive daily index files that guide you through the asset management process, including changes that occur due to rebalancings and corporate actions.
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How Syntax Direct works

Create your custom index in just three steps

1

Select your strategy

Pick a starting index universe.

2

Pick your preferences

Refine your index by answering a few simple questions.

3

Download a full report

Access current and historical constituents, five-year back-tested performance, detailed sector breakdowns, statistical analysis, 
and more.

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Data - The Power Behind Syntax Direct

Syntax Direct is 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.
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Syntax’s 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’s 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

Coming Soon!

Let Saidee™ AI Do the Work For You

Saidee is Syntax Direct’s exclusive AI agent.  She’s adept at designing indexes for all kinds of scenarios, and is ready, willing, and able to assist you.

With Saidee, you can build structured portfolios based on:

Economic/Market Outlook

Type in your outlook – or your firm’s outlook – and Saidee will help you design an index that takes your ideas and turns them into actionable investment portfolios.

Client Profiles

Tell Saidee about your client – age, income, risk preferences, etc. – and she’ll help you build an index that focuses on the investment goals and risk preferences that are in line with client needs and expectations.

Just Good Ideas

Just let Saidee know your idea – a thesis, a theme, a sector, a factor – and she’ll help you create a rules-based portfolio that brings the idea to life.

Client-Facing Commentary

Ask Saidee to explain the key characteristics of the index you just created, and she’ll come right back to you with all relevant investment considerations and statistics in clear understandable language.

FAQ

What types of indices can I create on Syntax Direct?

Users are free to choose from any number of the following indices: benchmark, core, factor, thematic, impact/ESG, and/or off-the-shelf. 

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What makes Syntax Direct different?
  • An easy and intuitive platform to rapidly create indexes at scale across a wide range of strategies
  • Our Functional Informational System (FIS®) provides unparalleled precision in constructing thematic indexes.
  • The platform creates a rules-based and transparent process for portfolio construction, free of any black-box/AI approaches.
  • Includes an institutional-grade rulebook that is specific to the custom index a user creates, thus providing transparency into the exact methodology that was implemented in deriving the constituents.
What kind of support does Syntax provide?

We have a dedicated team to troubleshoot technical issues along with ongoing account management support. Our experienced index team can provide ongoing support to guide the development of indices to track or use as benchmarks to meet desired investment objectives for end clients.

What are the deliverables once an index is created and goes into production?

Users receive the Daily Close, Adjusted Close, Levels, Corporate Action, and Trade files for ongoing index maintenance. Trade files can be exported into preferred client order entry systems.

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Resources

Syntax Direct User Guide

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Syntax Direct Glossary of Terms

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A Direct-to-Index Solution Platform

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The Hidden Cost in Investing: Negative Compounding and the Opportunity Cost of Fees

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How can Syntax Data help you?

Create an index.

Create hyper-customized portfolios in a matter of seconds, at scale.

Next

License an index.

Construct bespoke financial products based on our world-class industry data.

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I want data.

Gain Unparalleled insights and make sharper decisions tailored to your needs.

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How do you want to create an index?

I want to use your tools and your data.

Instantly design hyper-customized portfolios and rules-based index solutions with unmatched precision.

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Make it for me.

Construct indices using world-class industry data and browse through precisely crafted market themes.

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Syntax does not provide investment, financial or tax advice. Syntax Direct is solely for institutional use. Syntax Direct, Syntax, Saidee, FIS and Functional Information System are trademarks or registered trademarks of Syntax and/or its affiliates.