Syntax Direct Artificial Intelligence Index Case Study

Artificial intelligence (AI) has rapidly emerged as a compelling financial opportunity. As AI technologies advance at an unprecedented pace, proponents are excited by its potential to transform virtually every industry, from healthcare to logistics to insurance to manufacturing. The demand for AI technology from all corners of the economy has spurred massive growth in the many firms developing hardware, software, and services to support this work, with governments and corporations alike pouring billions into AI research and infrastructure. Correspondingly, AI has become an attractive strategic theme in investment portfolios, making it a focal point for those seeking high-growth, future-oriented opportunities.

​In this case study highlighting how an advisor can use Syntax Direct to create a custom index solution for a client looking to invest in the artificial intelligence space. Syntax demonstrates the steps taken to create the custom Artificial Intelligence Index and illustrate the information that is readily available in Syntax Direct to support the sample case study. In addition to enabling the creation of personalized index solutions, Syntax Direct supports the reporting and regulatory needs of advisors by providing immediate access to both factsheets and index rulebooks, compliance-ready documents that detail the key methodologies used to create and backtest each index.

​​Originally published on SyntaxData.com on May 22, 2025. Read full article here.

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