Category: Patrick Shaddow

Syntax Data and PM Insights Partner to Address $3 Trillion Private Market Data Gap as RIAs Demand Public-Private Parity

11/11/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a leading independent market data provider for venture-backed private companies, today announced a strategic partnership that combines Syntax’s proprietary company classification system with PM Insights’ comprehensive private market dataset. As institutional investors increasingly allocate to private markets amid extended IPO timelines and the rise of late-stage ‘private IPO’ rounds, the need for standardized classification and benchmarking across public and private assets has become critical.

The partnership unlocks analytical transparency by combining PM Insights’ extensive coverage of mid-to-late stage venture-backed private companies with Syntax’s patented Functional Information System (FIS®) classification framework.

Bruce Traan Joins Syntax Data as President and COO of Syntax’s Index Division

11/3/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced that Bruce Traan has joined the firm as President and COO of the Index Division. In this capacity, Traan will oversee operations, data policy, and business development for Syntax’s index business. He will also serve as an executive member of the Syntax Data LLC management committee, where his responsibilities will include overall business development and operations.

Traan brings a fresh dynamic to Syntax’s index business, where his broad experience in multi-asset, international markets, and data distribution will augment and enhance Syntax’s world-class development and production teams. Syntax currently provides custom index services and solutions to a wide range of well-recognized global financial institutions. The company recently launched Syntax Direct, a forward-looking index development tool that revolutionizes the rapidly growing direct-to-index investment process.

Syntax Data Drives Innovation in Sector ETFs with Dynamic Volatility and Functional Indexing

7/30/2025

Syntax Data, a financial data and technology provider offering data-optimized custom index solutions, is at the heart of two major ETF launches reshaping sector-focused investing and large-cap diversification across the S&P 500 universe.

Syntax played a key role in the development of the WEBs Investments Defined Volatility Sector ETFs – a suite of 11 funds listed on the Nasdaq that applies the Defined Volatility strategy to the individual sectors within the S&P 500 – by creating the custom Defined Volatility indices that underpin each ETF in the suite. Syntax’s indices provide the dynamic, real-time volatility framework used by the ETFs, evaluating 21-day realized volatility daily and adjusting sector exposure accordingly. Syntax’s involvement ensured that the ETFs could offer precise, transparent, and adaptive sector-based risk management as their core investment approach.

Inside the Domestic Nuclear Revival - Research from Syntax Data

7/15/2025

On Friday, May 23, 2025, the Trump Administration signed four executive orders aimed at reaffirming U.S. leadership in nuclear energy. These directives called for expanding nuclear capacity and accelerating the deployment of advanced reactor technologies like microreactors and small modular reactors (SMRs). These newer technologies seek to address the cost, timing and safety challenges historically associated with nuclear power.

Leveraging Syntax’s proprietary classification data, we analyzed the year-to-date performance of three key nuclear sub-groups: Small Modular Reactors (SMRs), Uranium, and Generation.

Syntax Data and Prometheum ATS Partner to Deliver Indexing Services into Blockchain Securities Infrastructure

6/10/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and trading platform for blockchain-based securities. Prometheum ATS is a subsidiary of Prometheum Inc. (“Prometheum”), a market infrastructure provider for blockchain-based securities.

Syntax and Prometheum ATS will bridge traditional indexing with blockchain-enabled market infrastructure, supporting the next phase of growth for blockchain-based securities and investment products. The collaboration will start by extending Syntax Direct’s direct indexing capabilities to RIAs and other institutions trading through Prometheum ATS. The firms will also explore the creation of bespoke indices enabling the development of on-chain investment products from RIAs, asset managers, banks, and product issuers.

Syntax Data and Donoghue Forlines Introduce Tactical Momentum and Dividend Indexes Seeking Downside Risk Mitigation

6/3/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, announced a strategic partnership to offer index strategies aimed at mitigating downside risk. The strategic partnership recently launched two indexes, the Donoghue Forlines Risk-Managed Momentum Index and the Donoghue Forlines Risk-Managed Dividend Index.

Both indexes, available now, are tracked by two separately managed accounts (SMAs) that are approved and available to advisors on the LPL Model Wealth Platform (MWP), Envestnet, Fidelity Managed Account Exchange (FMAX), Orion Portfolio Solutions, Adhesion Wealth, Amplify, Brookstone, Goldman Sachs Folio Institutional, Pershing Manager Gateway, and SMArtX Advisory Solutions TAMP platforms. Further, both strategies are offered as mutual fund and variable insurance trusts.

FTSE Russell Indices Added to Syntax Direct Platform

2/4/2025

Syntax Data announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax Direct custom index creation platform. The collaboration empowers financial advisors to customize major industry benchmarks to meet the specific needs and preferences of clients across mass affluent market segment.

The integration of FTSE Russell indices into the Syntax Direct platform enables advisors to leverage major recognized benchmarks as a foundation for creating custom indices that focus on key performance drivers, such as quantitative and fundamental factors, as well as emerging investment themes. The Syntax Direct platform provides advisors with the ability to tailor personalized portfolios at scale, allowing them to serve more clients at a reduced cost.