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.Request Access
Syntax Business Classification
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.
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.
- 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)