Turn Data into Differentiation: Using AI-Driven Indices to Win Clients and Cut Costs

Your clients increasingly expect customized solutions across all their products. Building customized portfolios can help you satisfy those demands by tailoring strategies to each client's specific scenario, constraints, and investment thesis -- but they're difficult and costly to build with traditional tools. Syntax Direct is a direct indexing platform that solves this problem by combining AI with three fundamental pillars: high-quality granular data, a well-defined and repeatable process that can be automated, and trusted sources of truth that eliminate guesswork. The platform brings institutional-grade index creation tools directly to you, making it easy to build customized, rules-based indices tailored to your clients' specific needs -- capabilities typically reserved for institutional research teams and custom indexing shops.