​The DF Tactical 30 ETF (Ticker: DFTT) started trading on the NYSE ARCA on November 12, 2025. The ETF applies a disciplined rules-based investment approach by allocating to companies exhibiting strong momentum characteristics in favorable market environments, but attempts to reduce market exposure when conditions soften. The underlying index, the DF Risk-Managed Tactical Top 30 Index, was developed by Donoghue Forlines in conjunction with Syntax Indexes.

The largest 100 US stocks have outperformed the S&P 500 Index over the trailing 1, 2, 3, 5, 7, 10, 15, and 20 year period ending September 30, 2025 (Paul Kenney, Syntax, Pure Momentum with Downside Risk Management, Oct. 23, 2025, pp. 2-3). The DF Risk-Managed Tactical Top 30 Index utilizes a proprietary methodology to identify and rotate quarterly amongst the thirty top momentum stocks within the one hundred largest US stocks. Technical trend following indicators are then applied to seek to identify a downtrend condition with the possibility of a continuation of a drawdown. When a downtrend is signaled, assets transition from equities into US treasuries.

​Originally posted on Business Wire on November 18, 2025. Read the full article here.

Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists in the 2025 ThinkAdvisor Luminaries Awards. This recognition highlights the exceptional contributions by these organizations in advancing the financial advisory and wealth management profession.

Now in its fifth year, the prestigious Luminaries Awards program is presented annually by ThinkAdvisor to celebrate individuals and firms in financial services who demonstrate excellence beyond traditional metrics. Categories span firm and individual awards recognizing product or service innovation, thought leadership and education, industry disruption, and more.

Among the finalists for the 2025 ThinkAdvisor Luminaries Awards are Impact clients Advyzon, Advyzon Investment Management (AIM), Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans, each recognized for their outstanding achievements in advancing the success of financial advisors.

​Originally posted on Business Wire on November 18, 2025. Read the full article here.

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, 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.
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​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. Syntax has codified the business models for private companies with more than $3 trillion in market value alongside 12,500 public companies. FIS® also provides the ability to look at both private and public companies through multiple dimensions and thematic lenses. This represents the first integrated classification system to apply institutional-grade indexing methodology across both public and private company universes, enabling institutional investors, registered investment advisors (RIAs), and asset managers to conduct more accurate, competitive benchmarking and derive actionable insights across traditionally siloed markets.

Originally posted on Business Wire on November 11, 2025. Read the full article here. ​

Syntax Data, a financial data and technology provider offering data-optimized index solutions, today 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.

Originally published on Business Wire on November 3, 2025. Read full article here.

Syntax Data will host a special event for UN Climate Week 2025: Investing in a Resilient Future, Innovation, Data & Capital for Energy, Food, Water and Climate Solutions.

Location:
Midtown Loft & Terrace Venues: 267 5th Ave, NY, NY 10016

Date and Time:
​Tuesday, September 23, from 3:00-6:00 PM
(With Cocktail Hour, Hors D’oeuvres and Networking to Follow)

Click the link below to see the agenda, speakers, and more. To request an invite to the event, please email [email protected].

Originally published in Citybiz on September 4, 2025. Read full article here.

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.

Originally published on Citybiz on July 30, 2025. Read full article here.

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.
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​Originally published by Syntax Data on July 10, 2025. Read full article here.

The role financial advisors play is both important and complex. Their guidance can be invaluable to clients who need assistance in achieving financial security, and their job requires a depth of knowledge in order to provide a range of valuable advice – all within the context of understanding the goals of each individual client amongst a large client base. The position also places an emphasis on relationship skills that allow them to successfully help clients manage through difficult markets and life events that will impact their financial planning.

This paper offers an appreciation for:

• The work financial advisors perform for their clients. 
• How they have been proactive in capturing the benefits of new technology to lower fees for their clients and better manage their businesses. 
• How they have been closing the gap between retail and institutional investors

To illustrate the breadth and scope of financial advisors' work, Syntax Data examined institutional investors in order to then connect these insights to financial advisors and their clients.​

​Originally published by Syntax Data on June 12, 2025. Read full article here.

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.

Originally published on Business Wire on June 10, 2025. Read full article here.

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, today 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.

Originally published on Business Wire on June 3, 2025. Read full article here.