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Data without structure is only numbers. Our data empowers clients to identify, classify, and analyze financial products better than ever before
Syntax 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.
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......
Use Syntax Direct to create and manage boundless direct indexing solutions and rules-based portfolios in an instant. Why Syntax Direct? The market The Great Wealth Transfer is underway. $80+ trillion will be passed on to Gen X, Millennials, and Gen Z heirs in the coming decades. The challenge The new financial consumer seeks transparency and......
Syntax's Functional Information System® framework underpins our innovative index construction and portfolio analysis, enabling clients to derive new insights through market analysis, financial data analytics, and more. Product lines Browse 12,500+ companies by their product lines and business risks to get additional and distinct insights into company revenue. Sector classifications Traditional sector classifications map......
Benchmark A suite of cap-weight and equal-weight benchmark indices measuring the performance of the broad market, as well as geographic and size subsets. Thematic An ever-expanding selection of indices leveraging our revolutionary FIS® classification database to precisely capture each company’s exposure to each theme. Sector A suite of hundreds of indices that divide the equity......