Rediscover your portfolio

Syntax® Affinity™ is a financial analysis platform that gives users a more complete picture of their investment risks. By leveraging Syntax’s patented business classification data, Affinity lets users view a portfolio across multiple dimensions, build more specific peer groups, and select varying levels of granularity to analyse risk. Affinity holds more data than traditional portfolio analysis tools, helping users uncover hidden accumulations of risk and make more informed investment decisions.

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Syntax Business Classification

syntax business classification

Traditional Classification

Sector

Leverage Deeper Company Data

Affinity uses granular product-line level classifications to fully capture portfolio exposures. Most companies don’t just do one thing, and classifying by a majority of revenue can miss out on important sources of risk.

Go Beyond Sectors

Companies can be similar in many different ways. Even if two companies aren’t in the same industry, they can share customers, supply chains, regulations, technologies, and more. Affinity enables users to uncover hidden interconnectedness in their portfolios.

At the same time, companies in the same industry can differ in material aspects of their business. While Amazon, Target, Bookings, and Rent-A-Center are all retailers, they are not identical companies. Their varying activities, distribution models, and utilization of real estate resources can contribute to deviations in financial performance.

Risk isn't one-dimensional. Why should your portfolio analytics be?

Depending on the investment question you are asking, some sources of risk may be more important than others. The power of Affinity is its ability to combine detailed company data with multiple perspectives on company risk. Explore for yourself below.

amazon
disney
nvidia
accenture
Product Lines
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61% Diversified Consumer Goods Online Retail (Amazon.com)
Sector
Information
Consumer Information
Internet Services and Websites
Online Platforms
Online Distribution Networks
Resource
Equipment/ Components/ Materials
Information Resources
Final Equipment
Web-Based Platforms
Diversified Equipment
Web-Based Retailing and Distribution Platforms
Activity
Sell/Broker
Retail
Online Retail
Software Developers and Operators of Website/ Electronic Platforms
Distribution Model
Direct-to-Consumer
Consumer
Consumer Durables and Discretionary
Retail
E-Commerce
Technology
Software
Web-Based Retailing and Distribution Platforms
18% Online Sales Platform (Amazon Marketplace)
Sector
Information
Consumer Information
Internet Services and Websites
Online Platforms
Online Distribution Networks
Resource
Information Resources
Web-Based Platforms
Web-Based Retailing and Distribution Platforms
Activity
Software Developers and Operators of Website/ Electronic Platforms
Distribution Model
Direct-to-Consumer
Consumer
Consumer Software and Web Platforms
Retail
E-Commerce
Technology
Software
Web-Based Retailing and Distribution Platforms
10% Cloud Computing (Amazon Web Services)
Sector
Information
Consumer Information
Internet Services and Websites
Internet Services
Cloud Storage
Resource
Equipment/ Components/ Materials
Final Equipment
Enterprise Electronic Hardware
Activity
Professional Services
Use
Used in IT Services
Distribution Model
Recurring Revenue Model
Technology
Internet Infrastructure
6% Online Consumer Media Distribution (Prime Video)
Sector
Information
Consumer Information
Internet Services and Websites
Online Platforms
Online Distribution Networks
Resource
Information Resources
Consumer Media
Diversified Consumer Media
Use
Used to Entertain
Distribution Model
Direct-to-Consumer
Recurring Revenue Model
Consumer
Consumer Media
Technology
Software
Web-Based Retailing and Distribution Platforms
3% Groceries (Whole Foods)
Sector
Food
Food Sales
Food Distributors
Food Retailers
Supermarkets
Resource
Food Products
Diversified Food Resources
Activity
Seller/Broker
Retail
Brick & Mortar Retail
Distribution Model
Direct-to-Consumer
Consumer
Consumer Staples and Necessities
Real Estate
Real Estate Owners/Operators
Real Estate Operators
Retail
Brick & Mortar Retail and Real Estate
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4
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10
30% TV Network (ESPN, FX, and other cable networks)
Sector
Information
Consumer Information
Content Providers
Media and Entertainment
Television and Radio Networks
Resource
Information Resources
Consumer Media
Television
Activity
Produce
Media Production
Use
Used to Entertain
Consumer
Consumer Media
12% TV Broadcaster (ABC)
Sector
Information
Consumer Information
Content Providers
Media and Entertainment
Television and Radio Networks
Resource
Information Resources
Consumer Media
Television
Activity
Produce
Media Production
Use
Used to Entertain
Distribution Model
Advertisement-Based-Revenue Model
Television/ Radio Advert Revenue
Direct-to-Consumer
Consumer
Consumer Media
11% Theme Parks and Resorts (Disneyland, Disneyworld)
Sector
Financials
Real Estate
Operators and Developers
Specialty Owners and Operators
Leisure and Entertainment Real Estate
Resource
Real Estate
Consumer Services, Leisure, and Entertainment Real Estate
Activity
Leisure, Accommodation, and Recreation
Use
Used to Entertain
Consumer
Consumer Leisure
Real Estate
Real Estate Owners/Operators
Real Estate Operators
Tourism Estate
Theme Parks and Resorts
9% Hotels
Sector
Financials
Real Estate
Operators and Developers
Specialty Owners and Operators
Hotels
Resource
Real Estate
Hotels
Activity
Leisure
Accommodation, and Recreation
Distribution Model
Direct-to-Consumer
Consumer
Consumer Leisure
Real Estate
Real Estate Owners/Operators
Real Estate Operators
Tourism Estate
Hotels
9% Movie and TV Studio, Licensing and Direct Distribution
Sector
Information
Consumer Information
Content Providers
Media and Entertainment
Movies
Resource
Information Resources
Consumer Media
Film
Intellectual Property
Use
Used to Entertain
Distribution Model
Recurring Revenue Model
8% Food Concessions
Sector
Food
Food Sales
Restaurants
Food Catering Services
Resource
Food Products
Restaurant Meals and Prepared Foods
Activity
Leisure, Accommodation, and Recreation
Distribution Model
Direct-to-Consumer
Consumer
Consumer Staples and Necessities
Real Estate
Real Estate Owners/Operators
Real Estate Operators
Retail
Brick & Mortar and Real Estate
7% Movie Studio, Theatrical Distribution
Sector
Information
Consumer Information
Content Providers
Media and Entertainment
Movies
Resource
Information Resources
Consumer Media
Activity
Produce
Media Production
Use
Used to Entertain
Consumer
Consumer Media
7% Online Consumer Media Distribution (Disney, Hulu)
Sector
Information
Consumer Information
Internet Services and Websites
Online Platforms
Online Distribution Networks
Resource
Information Resources
Consumer Media
Diversified Consumer Media
Use
Used to Entertain
Distribution Model
Direct-to-Consumer
Recurring Revenue Model
Consumer
Consumer Media
Technology
Software
Web-Based Retailing and Distribution Platforms
6% Character Licensing (Disney Intellectual Property)
Sector
Information
Consumer Information
Resource
Information Resources
Consumer Media
Diversified Consumer Media
Intellectual Property
Distribution Model
Recurring Revenue Model
3% Retail Sales (Toys, Apparel)
Activity
Sell/Broker
Retail
Brick & Mortar Retail
Distribution Model
Direct-to-Consumer
Consumer
Consumer Durables and Discretionary
Real Estate
Real Estate Owners/Operators
Real Estate Operators
Retail
Brick & Mortar Retail and Real Estate
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2
3
4
5
51% GPUs for Computers
Sector
Information Tools
Integrated Circuits
Digital Integrated Circuits
Digital Integrated Circuits for Diversified Uses
Processors
Resource
Equipment/Components/Materials
Components
Electronic Components/Integrated Circuits
Processing Integrated Circuits
Activity
Produce
Outsourced Production
Use
Used to Entertain
Technology
Hardware
Electronic Components
Integrated Circuits
27% Microprocessors for Data Centers
Sector
Information Tools
Integrated Circuits
Digital Integrated Circuits
Digital Integrated Circuits for Diversified Uses
Processors
Resource
Equipment/Components/Materials
Components
Electronic Components/Integrated Circuits
Processing Integrated Circuits
Activity
Produce
Outsourced Production
Use
Used in IT Services
Technology
Hardware
Electronic Components
Integrated Circuits
Network Equipment & Servers
11% Microprocessors for Visualization
Sector
Information Tools
Integrated Circuits
Digital Integrated Circuits
Digital Integrated Circuits for Diversified Uses
Processors
Resource
Equipment/ Components/ Materials
Components
Electronic Components/ Integrated Circuits
Processing Integrated Circuits
Actvity
Produce
Outsourced Production
Technology
Hardware
Electronic Components
Integrated Circuits
6% GPUs for Automobiles
Sector
Information Tools
Integrated Circuits
Digital Integrated Circuits
Resource
Equipment/Components/Materials
Components
Electronic Components/ Integrated Circuits
Transportation Components
Processing Integrated Circuits
Consumer Auto Components
Activity
Produce
Outsourced Production
Use
Used to Transport People and Goods
Technology
Hardware
Electronic Components
Integrated Circuits
Electronic Systems for Transportation
Automotive
Consumer Automotive
Automotive and Parts Manufacturing
Automotive Parts Manufacturing
5% OEM and Intellectual Property Licensing
Sector
Information Tools
Integrated Circuits
Digital Integrated Circuits
Digital Integrated Circuits for Diversified Uses
Processors
Resource
Equipment/Components/Materials
Components
Electronic Components/Integrated Circuits
Processing Integrated Circuits
Activity
Produce
Outsourced Production
Technology
Hardware
Electronic Components
Integrated Circuits
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3
4
5
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8
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12
13
14% Diversified Consulting
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
13% Consulting for Financial Services
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Resource
Financial Resources
Diversified Financial Resources
12% Consulting for Government
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Distribution Model
Government-Subsidized
9% Consulting for Telecommunications
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Use
Used to Communicate
Telecommunications
Other Telecommunication Support
7% Consulting for Healthcare
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Use
Used in Healthcare
7% Consulting for Industrials
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Use
Used in Industrial Production
7% Consulting for Pharmaceuticals
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Resource
Pharmaceuticals/Biotech
Use
Used in Healthcare
7% Consulting for Software
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Technology
Software
6% Consulting for Insurance
Sector
Information
Commercial Information
Investment Services
Asset Management Support
Asset Servicing
Activity
Professional Services
Resource
Financial Resources
Insurance Products
6% Consulting for Utilities
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Infrastructure
4% Consulting for Chemicals
Sector
Information
Commercial Information
Management and IT Services
Management Services
Advisory Services
Activity
Professional Services
Resource
Equipment/ Components/ Materials
Materials
Chemical Products/ Materials
4% Consulting for Oil and Gas
Sector
Industrials
Industrial Services
Specialty Services
Other Industrial Services
Other Industrial Services
Activity
Professional Services
Commodities
Energy Commodities
Upstream Oil and Gas
Oilfield Services and Equipment
Values Investing
Fossil Fuels
Equipment and Services for Oil and Gas Extraction
4% Consulting for Technological Hardware
Sector
Industrials
Industrial Services
Specialty Services
Other Industrial Services
Other Industrial Services
Activity
Professional Services
Technology
Hardware
Electronic Component
Semiconductor Manufacturing Equipment and Services

Stratified Weight™

Stratified Weight Investment

Stratified Weight™ powers software to enable investors to algorithmically assess and control for complex risks in large-scale portfolios. Our technology enables the use of Stratified Weight™ for computational modelling for diverse financial applications, including equity research, financial analysis, comparative analytics, and portfolio management.

Patents

  • Syntactic tagging in a domain-specific context. (2020)
  • Matching multidimensional projections of functional space. (2020)
  • Predictive search and navigation for functional information systems. (2019)
  • Hyperdimensional vector representations for algorithmic functional grouping of complex systems. (2019)
  • Weighted analysis of stratified data entities in a database system. (2019)
  • Stratified composite portfolios of investment securities. (2015)