Syntax Data

⭐ Proud to share that our own Paul Kenney was published in Advisor Perspectives by VettaFi. 🚀 His latest article — “The Best Story Wins: The Power of Presenting Data in New Ways” — explores how better data organization and smarter storytelling can transform how investment strategies are understood. ➡️ Read it here: https://lnkd.in/eNHhg9np

Syntax Data and Donoghue Forlines have partnered to launch the DF Risk-Managed Tactical Top 30 Index, a rules-based approach designed to capture momentum leadership while helping manage downside risk. The DF Risk-Managed Tactical Top 30 Index seeks to realize the potential benefits of a momentum strategy while mitigating the downside risk of long bear markets by using a tactical overlay that can move the index to treasuries when return trends turn bearish. To support the ETF launch, we’re also sharing research that outlines the momentum and risk-management ideas behind the strategy. 📖 Press Release: https://lnkd.in/eiWhjmJ5 📊 Research – Pure Momentum With Downside Risk Management:  https://lnkd.in/eY3RJrwS 💻 Index Construction Details:  https://lnkd.in/ehWZrCCb

🚀 We’re proud to support T3 Technology Tools for Today 2026 — the leading event shaping the future of fintech innovation. 📍 Join us in New Orleans, March 9–12, 2026, as we explore “From Noise to Knowledge: The FinTech Playbook for 2026.” 🎟️ Save $200 on registration with code: T3SYNTAX200 ⚡ Learn more: t3conferences.com

Marie Swift interviews Bruce Traan, President and COO of Syntax Indices at Syntax Data, on the #SwiftCam at the 2025 #SchwabIMPACT Conference. Traan discusses his new role at Syntax and the company’s innovative platform, #SyntaxDirect, which focuses on #CustomIndexing and scaling these solutions for the financial services industry. He emphasizes the importance of utilizing proprietary data sets and AI-driven technology to optimize #PortfolioConstruction and #InvestmentManagement. Watch the full interview here: https://lnkd.in/guMB5vNW #SchwabIMPACT2025 #WealthManagement #PortfolioManagement #Investing #DirectIndexing

🚀Syntax Data and PM Insights are proud to announce a strategic partnership aimed at bridging the $3 trillion private market data gap. 🔗By integrating PM Insights’ extensive private company coverage with Syntax’s patented Functional Information System (FIS®) classification framework, RIAs and institutional asset managers have access to unparalleled analytical transparency. This initiative provides structured data, consistent classifications, and enhanced benchmarking capabilities across public and private markets. Investors can now leverage these insights to identify mispriced opportunities and optimize public-private allocation strategies. The integrated solution is now available to institutional investors and RIAs, marking a significant advancement in private market analysis. Learn more about the partnership: https://lnkd.in/eh2U_KjM #PrivateMarkets #InvestmentData #RIAs #SyntaxData #PMInsights

Syntax Data Partners with RFG Advisory to Expand Model Marketplace 🎉 Syntax Data is proud to partner with RFG Advisory to deliver low-cost, single-name equity portfolios that enhance personalization and scalability for independent financial advisors. Combining Syntax’s equity research expertise with RFG’s institutional portfolio management, the partnership introduces competitively priced portfolios that provide precise sector and company exposure—offering advisors a flexible, scalable way to build customized client portfolios within the SMA/UMA structure. 🚀 Read full press release ➡️ https://lnkd.in/ePruSdHt

Big news at Syntax Data: we’re thrilled to welcome Bruce Traan as President & COO of our Index Division! Bruce Traan brings deep experience in index innovation and data strategy, and will help drive the next the next phase of growth in the Syntax indexing business. Read more here 👉 https://lnkd.in/g94HK6xQ

🚀 Join us for The Next Wave: Portfolio Construction 3.0 ⛳ Don’t miss this powerful discussion at IMPACT 2025, featuring Joel Bruckenstein (T3), Jalina Kerr (Schwab), Patrick Shaddow (Syntax Data), and Shannon Spotswood (RFG Advisory). Explore the evolution beyond the 60/40 model, the impact of personalized indexing, and what’s next for RIAs building more adaptive portfolios. 📍 Thursday, Nov 6 | 1:30–2:30 PM MT | Room 404 #IMPACT2025 #WealthManagement #PortfolioConstruction #DirectIndexing #Fintech

➡️ We're heading to Schwab Advisor Services IMPACT 2025 in Denver! ⚡ Stop by booth #2006 to meet the Syntax Data team, grab some swag, and create your own hyper-customized portfolios in a matter of minutes. You’ll find Sarah Grieco, Patrick Shaddow, Sean Sandys, Jonathan Chandler, CFA Rory Riggs, Joel Bruckenstein on-site and ready to connect. 📍 November 4–6 | Denver, CO See you there! #SchwabIMPACT #PrivateWealth #WealthManagement #AdvisorServices #WealthTech

📈 Direct Indexing vs. ETFs: The Final Verdict? ⭐ They're Better Together. Advisors are combining ETFs for broad, tax-deferred exposure and Direct Indexing for personalized, taxable portfolios. This hybrid approach is unlocking new levels of customization and tax efficiency. Get the complete breakdown on the three differentiators of Direct Indexing and the Core vs. Satellite implementation strategies —all in this quick carousel. ➡️ Swipe now. Which approach is more critical for your clients right now? Learn more about out Syntax @ https://lnkd.in/g_VANSPx #InvestmentNews #FinTech #WealthManagement #DI #CoreSatellite