Syntax Data

📰 At the beginning of each month, Syntax Data sends out a monthly newsletter that covers the latest in company updates and content. For September, we introduce an especially important topic, our revamped website! 🎉 The new and improved www.syntaxdata.com site is currently live! Of note is our sleeker design, increased emphasis on user demos and screener tools, and improved visuals throughout the site – which we believe coalesce to better explain who we are, what we offer, and what we hope to facilitate in our client relationships. 🖥 Check out the new website, and sign up for our newsletter at the bottom of the homepage for the latest on all things Syntax! 🌟 A huge thank you to the folks over at Momkai for a fantastic collaboration, and for all the work they did in realizing our vision!

🚀 The Nitrogen Fearless Investing Summit is just around the corner, come check us out at booth #315 — and don’t forget to get a demo of Syntax Direct, our next-gen direct-to-index platform, while you’re there! 🗣️ To hear even more about Syntax Direct, join our session on Wednesday, October 23rd at 3:45 pm CDT, in which our CEO, Patrick Shaddow, will discuss how the platform can facilitate the creation of custom indices in a seamless, scalable, and repeatable way. 🙌 See you there!

🏆 The Magnificent Seven—a name used to summarize Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla—and its performance has received significant attention since entering the financial lexicon in 2023. But how would the market perform today without the Magnificent Seven? 🧩 We ran a simulation that began with the Syntax 500, an index that closely mirrors the performance of the S&P 500. We subtracted the Magnificent Seven and compared the performance of the new index (the Syntax 493) with the Syntax 500. Curious about the results? Download the report! ___ 🎯 The analysis for the above-mentioned comparison was conducted in Syntax Direct, our direct-to-index software platform that allows users to quickly customize indices and put them into production in only a few minutes. To learn more about Syntax Direct, click here 👉 https://lnkd.in/eHUrFfAg

🙌 We’re excited to announce that Patrick Shaddow, CEO of Syntax Data, will discuss how Syntax Direct – our innovative direct-to-index platform – can facilitate the creation of custom indices in a seamless, scalable, and repeatable way at the Nitrogen Fearless Investing Summit! 📌 If you plan to attend the conference in Nashville, join us for our session at 3:45 pm CDT on Wednesday, October 23rd. We look forward to seeing everyone there!

🙌 We’re excited to announce that Patrick Shaddow, CEO of Syntax Data, will discuss how Syntax Direct – our innovative direct-to-index platform – can facilitate the creation of custom indices in a seamless, scalable, and repeatable way at the Nitrogen Fearless Investing Summit! 📌 If you plan to attend the conference in Nashville, join us for our session at 3:45 pm CDT on Wednesday, October 23rd. We look forward to seeing everyone there!

💡 Consumers think they understand how and where companies derive revenue, and they’re often correct. However, drilling down into product line data can reveal actionable details; and when explored deeply, there are a handful of companies whose revenue pictures would surprise even the savviest of investors. 🧠 🧩 Check out our recurring series entitled “Wait, they do that, too?”, which identifies companies with diverse and notable revenue pictures. These types of data-driven narratives are made possible by FIS®, our proprietary, next-gen classification system. 👉 Learn more about how FIS data can improve your analysis at syntaxdata.com. #Nestle #SyntaxData #FunFacts #Data

🔘 Syntax Data’s Revenue Radar series offers insightful revenue-related stories, focusing on market-moving companies with notable changes in revenue, be they changes in total dollars or the overall proportions. 👉 In this edition, we highlight BNY, which recently received a “no-objection” decision from the US Securities and Exchange Commission (SEC) regarding its request to custody digital assets (e.g., bitcoin) for institutional clients (e.g., exchange traded funds on behalf of asset managers) without a need to re-classify the holdings as balance-sheet liabilities. 💲 While BNY’s revenue proportions have remained relatively stable in recent years – which includes reporting $0 in revenue from “Custody Banking for Cryptocurrency” since 2021 – that could change in the very near future. Considering the above-mentioned SEC ruling, BNY will most likely begin custodying cryptocurrency in 2025, if not sooner. Therefore, it is safe to assume that BNY will begin reporting revenue from this new venture. However, exactly how much revenue is derived from custodying cryptocurrency remains to be seen. In the meantime, BNY reports earnings on October 11. Insightful takeaways like those seen in Revenue Radar can be determined via Syntax Data’s Affinity platform. Click here to learn more about Affinity and how to gain access to it: 👉 https://lnkd.in/ewyEti89.

💹 The Kelly US Cash Flow Dividend Leaders Index – calculated and maintained by Syntax – is made up of between 40 and 100 large- to mid-cap publicly traded US companies that offer high free cash flow and consistent dividend growth. The Kelly US Cash Flow Dividend Leaders Index is updated upon request by the client, which triggers an updated Index Insights piece like the one linked below, dissecting index performance and relevant changes to the economic landscape. 💲 Check out latest insights amidst a continued stock market rally and the Federal Reserve’s 50 basis point interest rate reduction, and see what we think about the index’s outlook considering continuing concerns about inflation and the federal deficit 👇 https://lnkd.in/egMksREF Kelly Intelligence Kevin Kelly

😎 Syntax Data’s foundational Functional Information System (FIS®) provides deeper analysis than traditional classification systems thanks to our unique approach. Specifically, FIS classifies all of the individual product lines of a company, interpreting the language used to describe business lines and creating more relevant comparisons across traditionally understood sectors. Our FIS universe consists of 11,000 publicly-traded companies arranged using six levels of detail to pin-point business characteristics, which are split into 9,000+ product lines. Click below to learn what FIS indicates about cloud computing “pure plays” and what it says about other companies that are traditionally associated with the timely micro-theme. 🙂↔️ https://lnkd.in/ec8hVr-r

If you weren't able to attend our event, “Moving From Talking the Talk: Wall Street and the SDGs,” you can now access the recording here. In collaboration with 17 Asset Management, our panel explored the critical role of data in directing capital to address global challenges. We also unveiled our latest suite of indices that align with the 17 UN Sustainable Development Goals (SDGs) and discussed actionable strategies that address both Wall Street’s return criteria and the UN’s 2030 Agenda. A big thank you to everyone who participated, whether in person or online. ▶️ Watch recording: https://lnkd.in/eNaV5shg