milissa.gravois
Acronym
Syntax Data
Product ID
Syntax-Direct
Description
Design hyper-customized portfolios and automate your investment process
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Details
- Replicate benchmark performance with fewer holdings and off-the-shelf indices that mimic ETF strategies
- Build portfolios based on macro or micro-economic themes and your clients' values
- Capture market cycle factors in real time
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Details
- Explore the daily performance along with 16 other risk metrics of the index alongside up to five Syntax benchmarks or third party benchmarks.
- View sector and subsector breakdowns for each index created.
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Details
- Each index comes with an institutional-quality rulebook. This document summarizes the index selection criteria, metrics going into each factor or thematic grouping, rebalancing/recon schedule, as well as the index formulas that calculate the strategy.
Features
- Grow your practice with customized individual equity solutions
- Create unlimited branded, personalized models in minutes for clients
- Auto generate institutional-quality portfolio analysis and commentary
Note: Direct influence over investments vs. ETF or wrapped funds where they have no say-so.
Vendors
Management Style
Schwab Products
Solution