Syntax Data

Syntax Data

Financial Services

New York, New York 1,912 followers

Illuminating Insights

See jobs Follow

About us

Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity Data™. Syntax operates through three segments: Affinity Data™, Syntax Direct™, and Syntax Indices™. Using its patented FIS® technology inspired by systems sciences, the Affinity Data™ segment offers the most comprehensive, granular, and accurate product line revenue data available on the market. The Syntax Direct™ segment then uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. The Syntax Indices™ segment offers 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. All Syntax products were developed in conjunction with a patented information system for classifying and organizing business, financial and economic activity called the Functional Information System (FIS). FIS provides the technology used to identify business risk across companies, sectors, and time.

Website
http://syntaxdata.com
Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, New York
Type
Privately Held

Locations

Employees at Syntax Data

See all employees

Updates

  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    Syntax Data CEO Patrick Shaddow recently joined Shannon Rosic on The WealthStack (Part of Wealth Management EDGE) Podcast to talk all things direct indexing. Check out the episode to hear more about that, custom indices, and all the other great things Syntax is currently working on!

    View profile for Shannon Rosic, graphic
    Shannon Rosic

    B2B fintech marketer, content producer, and on-camera host with a passion for storytelling.

    🚨 New episode alert 🚨 When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, or they were not intuitive to use. The evolution of #directindexing is not just a trend but a fundamental shift in the investment management industry, driven by technological innovation and the changing needs of investors. I had the pleasure of speaking with Patrick Shaddow of Syntax Data about why direct indexing is the future of investing. We also discuss: 💡 The benefit for advisors to create their own indices 💡 How Syntax helps advisors and their clients navigate the complexities of ESG investing 💡 What’s up with Texas?! Tune in! ⬇

    The WealthStack Podcast: Why Direct Indexing Is the Future of Investing with Patrick Shaddow

    The WealthStack Podcast: Why Direct Indexing Is the Future of Investing with Patrick Shaddow

    wealthmanagement.com

  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    🚀 In May 2024, Syntax and Fast Company partnered to launch the Most Innovative Companies Index, which offers investors exposure to some of the most innovative companies in the world. Considering the performance of the underlying securities, the Most Innovative Companies Index significantly outperforms similar indices. 👨💻 In addition to technology, the index offers access to sectors that aren’t as traditionally aligned with innovation like healthcare and consumer goods via companies like Novo Nordisk and Unilever. ➡ The Most Innovative Companies Index is currently available as a model on the SMArtX Advisory Solutions platform.

  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    ⛽ ♻ Hydrogen is a key part of the ongoing fight against climate change. Subsequently, the hydrogen economy could be ready for a major breakout in the coming years. But which sub-sectors of the hydrogen economy are most compelling, and which companies should investors monitor? ⚡Syntax used its proprietary Hydrogen and Fuel Cell lens to identify the companies and areas that are most intriguing. ⤵ Click here to check out our insights on the burgeoning (and increasingly important) hydrogen industry! #Hydrogen #Gas #SyntaxData #netzero

  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    Same exact holdings just diversified using FIS™ technology. The difference is weighting.

    View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    💹 Investors have long relied on the S&P 500 as a benchmark for large-cap U.S. equities. The Syntax Stratified LargeCap Index (SYLC), which leverages Syntax’s proprietary classification data to diversify holdings, offers a compelling alternative whose appeal grows by the day. With market volatility on the rise, the benefits of reducing concentration risk by utilizing a pure diversification strategy – achieved through SYLC’s Stratified Weight methodology – is on full display. ⚖ Compared to SYLC, the S&P 500 is overweight in companies with larger market capitalizations, many of which are concentrated in technology. Specifically, from the end of June through yesterday’s close, the S&P 500 has lost 4.9%, versus only 1.3% for the SYLC. ⚡ 📊 If diversification is of interest to your and your clients, visit SyntaxData.com to learn more about the Stratified Weight Indices today!

    • No alternative text description for this image
  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    💹 Investors have long relied on the S&P 500 as a benchmark for large-cap U.S. equities. The Syntax Stratified LargeCap Index (SYLC), which leverages Syntax’s proprietary classification data to diversify holdings, offers a compelling alternative whose appeal grows by the day. With market volatility on the rise, the benefits of reducing concentration risk by utilizing a pure diversification strategy – achieved through SYLC’s Stratified Weight methodology – is on full display. ⚖ Compared to SYLC, the S&P 500 is overweight in companies with larger market capitalizations, many of which are concentrated in technology. Specifically, from the end of June through yesterday’s close, the S&P 500 has lost 4.9%, versus only 1.3% for the SYLC. ⚡ 📊 If diversification is of interest to your and your clients, visit SyntaxData.com to learn more about the Stratified Weight Indices today!

    • No alternative text description for this image
  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    👚 📲 A digital fashion revolution is underway, but not all retailers have found a way to capitalize on it. The savvier companies have differentiated themselves by leaning into the online retail spike brought on by the COVID-19 pandemic, increasing market share and building brand loyalty through re-imagined business models. 📈 Investors should investigate which companies are on the cutting edge of fashion e-commerce before making investment decisions. ▶ Click here to check out our insights on the ever-changing fashion retail space! https://lnkd.in/e5Ueerh3

  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    📊 Syntax is proud to introduce Data Stories ✨ — a series that will analyze interesting economic narratives. Relying on our FIS classification system, we provide compelling details about crucial events that impact the broader economy. 📖 For the inaugural edition, we analyze which banks and REITs carry the most exposure to commercial real estate (CRE) loans, as CRE loans face a bleak new normal. #BANKCRE #DataStories #SyntaxData #FIS #REITs #BANKS #Commercialrealestate #Loans

  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    Come learn about all the things we’ve been working on at Syntax Data in the latest installment of Nebo Wealth’s “Hidden in Plain Sight” series, where Adam Scully-Power, CIMA®, CPWA® chats with our CEO, Patrick Shaddow!

    View organization page for Nebo Wealth, graphic
    Nebo Wealth

    986 followers

    Today, we’re excited to share our second installment of “Hidden in Plain Sight,” with our own Adam Scully-Power, CIMA®, CPWA®and special guest Patrick Shaddow, CEO, Syntax Data. Through Patrick's creativity and imagination, financial advisors are being empowered to create custom indexes for every client in minutes. With a career spanning the indexing business, he offers invaluable insights. Here are a few of our favorite takeaways:   1. Custom index portfolios in minutes: "...you could produce a portfolio, a comprehensive back test, a whole slew of statistics, and then ultimately name the index after your client, have the index ticker reflect their particular account number."   2. Democratization: "...what was once the purview of the high net worth individual and only the privileged few has come full circle through financial technological innovation. And the SMA is now available to folks who don't have tremendous amount of assets, right?"   3. Fractionalization: "...instead of having one client with, say, a few million dollars, that same financial advisor, once that money transfers to the heirs, will have multiple accounts with hundreds of thousands of dollars. And in order to provide the same level of customization and personalization, they must use financial technological innovation." Link to full video in the comments!

  • View organization page for Syntax Data, graphic
    Syntax Data

    1,912 followers

    ✈ Revenue Radar offers important revenue-related takeaways about market-moving companies in a discreet and digestible format. 🛩 🇺🇸 In this edition, we highlight American Airlines, which reported a five-year high in airline loyalty program revenue in 2023. American Airlines will report earnings on Thursday, July 25.

Similar pages

Browse jobs