Syntax Data

📰 At the beginning of each month, Syntax Data sends out a monthly newsletter that covers the latest in company updates and content. For September, we introduce an especially important topic, our revamped website! 🎉 The new and improved www.syntaxdata.com site is currently live! Of note is our sleeker design, increased emphasis on user demos and screener tools, and improved visuals throughout the site – which we believe coalesce to better explain who we are, what we offer, and what we hope to facilitate in our client relationships. 🖥 Check out the new website, and sign up for our newsletter at the bottom of the homepage for the latest on all things Syntax! 🌟 A huge thank you to the folks over at Momkai for a fantastic collaboration, and for all the work they did in realizing our vision!

🇺🇸 🎯 💱 The Trump administration’s “Liberation Day” tariffs have wreaked havoc on stocks across virtually all industries. However, performance since the announcement has varied based on the percentage of revenue earned in the United States. 📊 Leveraging Syntax Functional Information System (FIS®) data, we identified how revenue earned within the US correlates to market performance yesterday. Check out the full report →

📉 🔻 Recent market volatility has shaken investor confidence, and major tech-heavy benchmark indices have suffered significant losses. But did you know that there are ways to seamlessly reallocate your clients’ balances while taking a defensive stance? 📊 Check out our latest case study that demonstrates how Syntax Direct can be used to build a defensive index, and how such an index might 🏹 protect against volatile conditions → #SytanxDirect #MarketVolatility #DefensiveInvesting #DirectIndexing

Since the start of 2025, the Nasdaq-100 has transitioned from a period of directionless chop to outright capitulation in a remarkably short time. ●    December 31 – February 18 (31 trading days): Moderate market movements skewed slightly positive, with nine days of gains exceeding 1% and four days of declines over 1%. Only one up day surpassed 2%, while on the downside, one day dropped more than 2%. ●    February 19 – March 10 (15 trading days): Downside volatility surged. Just two days saw gains over 1% (none above 2%), while seven days had declines of over 1%. Four of those days dropped more than 2%, with one nearly reaching -4%. This shift is reflected in the Syntax Defined Volatility Triple Q’s Index exposure (see chart below). After fluctuating between 98.01% and 145.91% in early 2025, exposure peaked, marking the end of the chop phase and the beginning of capitulation. Since then, exposure has rapidly declined to 81.18% as of March 21. The takeaway? Until there is clear conviction in market direction, the strategy remains in a “holding pattern.” But once a decisive move occurs—like this recent capitulation—it reacts swiftly. For a deeper dive into how the Index has performed during this turbulent period and what it signals for the months ahead, WEBs Investments Inc. and Syntax Data are co-authoring a whitepaper analyzing key trends and insights. Stay tuned for its release. Are we nearing a bottom, or is there more volatility ahead? Share your thoughts in the comments. #Nasdaq100 #MarketVolatility #ETFs #InvestmentResearch

🦾 Syntax is proud to share that we have been named to the 2025 #WealthTech100 list by FinTech Global—a list of the world’s most innovative #WealthTech companies. 🏆 Our groundbreaking impact can be seen across numerous channels across the financial ecosystem: our patented company classification system maps the global economy, our specialized index business provides detailed and bespoke indices tracked by a range of financial products, and our direct-to-index platform allows #FinancialAdvisors to quickly create custom indices, at scale. 👉 Click here to read the full list and learn why FinTech Global selected us for inclusion on a list of “companies that every leader in the wealth and asset management industries need to know about in 2025”. 👉  https://lnkd.in/embEmEPk

🦾 ⚕️ “Techbio”—a new field focused on leveraging data and technology to improve, enhance, and accelerate life science processes—looks ready to unlock new and efficient uses of scientific data. And part of the SmartTrust Healthcare Innovation II, Series 4 portfolio’s mission is to identify and invest in the very best Techbio companies, some of which are even developing new cures and treatments for various types of cancer. 🩺 Check out our latest research paper on the Syntax US Medical Innovation Index tracked by the SmartTrust® Healthcare Innovations II, Series 4 portfolio. #Techbio #Biotech #SmartTrust #SyntaxData #Indices #FinancialLiteracyMonth

In this #SwiftCam video interview filmed at the #ExchangeETF Conference, taking place this week in Las Vegas, Ellison Kandler, CFA, SVP and Head of Equity of Syntax Data, discusses the conference, what Syntax provides for the wealth management firms and financial advisors, and more. Watch here, live from the 2025 Exchange Conference: cc VettaFi, Marie Swift

🚀 We’re excited to be a proud partner of Exchange 2025! Join us in Las Vegas, March 23-26, and explore how our data-driven solutions can help you invest smarter. Let’s talk about how better data leads to better investing.  Visit us at Booth A-009! See you in Vegas! 🎰 ✨

#WMTV on Location Patrick Shaddow, President & CEO of Syntax Data, describes how this innovative solution removes middlemen from the investment management landscape, streamlining portfolio construction. Watch the entire video >> http://spr.ly/60480mqbe

⚡ At Syntax Data, we believe in helping financial advisors help their clients—and that includes avoiding third-party wrapper fees. 🎯 💰 💹 Our latest research paper, The Hidden Cost in Investing, demonstrates the impact that fees can have on portfolio balances. We believe that our custom indexing platform, Syntax Direct, can help create versatile investment solutions without those pesky wrapper fees—and that could result in larger balances and happier clients. Click here to read the full report → https://lnkd.in/e63aMFSZ..