Breakthrough Energy, a group founded by Bill Gates to accelerate innovation, sustainable energy and other technologies to reduce greenhouse gas emissions, publsihed a report titled State of the Transition 2023 – Accelerating the Clean Industrial Revolution. The report focuses on the Five Grand Challenges: Electricity, Manufacturing, Agriculture, Transportation, and Buildings. The report provides insights on the scale of change needed to move the world closer to the goal of being carbon neutral. While the scope of change needed is staggering, as Bill Gates noted in the forward of the report, he has become more optimistic. Learn more about the progress being made toward a carbon neutral future, the challenges still blocking this progress, and the exciting technologies being developed to face these challenges.
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
View profiles for thousands of individual companies and ETFs with granular exposure details.
Screen Universes
Find companies that have target exposures from various equity universes.
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.
Learn MoreBenchmark Indices
Syntax has developed its own proprietary set of up-to-date Benchmark Indices that mirror the performance of the commonly used benchmarks.
Learn MoreStratified 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.
Learn MoreThematic Indices
Using proprietary Affinity analytics, Syntax develops Thematic Indices that capture emerging and evolving market trends with pinpoint accuracy in a timely fashion.
Learn MoreCustom Indices
Syntax works with a range of clients, including ETF issuers, institutions, and family offices to develop Custom Indices that precisely fit their needs.
Learn MoreESG 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.
Learn MoreLatest News and Research
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Understanding the Growing Investment Opportunity in Cyber Security
By Paul Kenney, CFA on
It is hard to overstate the growing importance of cyber security. In 2023, American companies collectively invested approximately $188 billion in information security and risk management products and services. In July of 2023, the White House published the National Cybersecurity Strategy Implementation Plan, which highlighted 65 high-impact Federal initiatives, ranging from combating cyber crimes to building a skilled cyber workforce. The pace of change will likely accelerate given the recent advancements in artificial intelligence, creating opportunities for companies that can deliver solutions to individuals, corporations, and government agencies. Learn how the Syntax Cyber Security Index measures this dynamic and crucial industry.
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Names Rule Solutions
By Syntax on
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
By Lea Mayer on
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.
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.