Latest news with #SyntaxData
Business Wire
10-06-2025
- Business
- Business Wire
Syntax Data and Prometheum ATS Partner to Deliver Indexing Services into Blockchain Securities Infrastructure
NEW YORK--(BUSINESS WIRE)-- Syntax Data, a financial data and technology provider offering data-optimized index solutions, today announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and trading platform for blockchain-based securities. Prometheum ATS is a subsidiary of Prometheum Inc. ('Prometheum'), a market infrastructure provider for blockchain-based securities. 'Syntax's index products provide a compliant path for innovation across structured products and ETFs in blockchain environments.' Syntax and Prometheum ATS will bridge traditional indexing with blockchain-enabled market infrastructure, supporting the next phase of growth for blockchain-based securities and investment products. The collaboration will start by extending Syntax Direct's direct indexing capabilities to RIAs and other institutions trading through Prometheum ATS. The firms will also explore the creation of bespoke indices enabling the development of on-chain investment products from RIAs, asset managers, banks, and product issuers. 'At Syntax, we recognize that on-chain securities and investment products are emerging as an indexable product set that will require robust market data services as it matures,' said Sarah Grieco, Director of National Accounts at Syntax Data. 'Syntax's index products provide a compliant path for innovation across structured products and ETFs in blockchain environments.' To develop index and data feeds between both parties, Prometheum ATS plans to supply on-chain securities market data into Syntax Direct – Syntax's scalable platform that enables investment advisors to create customized, branded indices and financial products – while Syntax plans to deliver an index data feed into Prometheum ATS. As more on‑chain securities products and index data become available on Prometheum ATS, the partners anticipate asset managers and product managers will launch white‑label funds, SMAs, ETFs, and other products that track Syntax indices – each issued, traded, custodied, cleared, and settled on Prometheum's end‑to‑end blockchain infrastructure. 'A transparent data layer is the foundation of efficient capital markets,' said Aaron Kaplan, co‑CEO of Prometheum Inc. 'As securities and investment funds increasingly migrate to blockchain rails, investors need the same reliable indices and analytics they rely on in traditional markets. By partnering with Syntax, we're ensuring those building blocks are in place from day one.' These direct indexing capabilities are expected to be available soon to all RIAs and institutions trading through Prometheum ATS. For more information on Syntax Direct, please click here. For more information on Prometheum ATS, please click here. ABOUT SYNTAX DATA Syntax Data is a financial data and technology company that empowers investment managers, wealth advisors, and financial institutions with precise, transparent data solutions that optimize index development, portfolio customization, and investment analysis to drive better investment outcomes. Syntax operates through three segments: Affinity® Data, Syntax Direct, and Syntax Indices. Built on its patented Functional Information System (FIS®) technology inspired by systems sciences, Syntax's solutions are powered by the most comprehensive, granular, and accurate revenue-derived data available on the market. Learn more at ABOUT PROMETHEUM Prometheum Inc. supports the full lifecycle of securities on the blockchain through its broker-dealer network and market infrastructure for the issuance, trading, and custody of blockchain-based securities. Its subsidiary broker-dealers include Prometheum ATS (secondary market trading), Prometheum Capital (custody, clearing, and settlement), Prometheum Coinery (digital transfer agent), and ProFinancial (capital formation and distribution). For more information, please visit
Yahoo
10-06-2025
- Business
- Yahoo
Syntax Data and Prometheum ATS Partner to Deliver Indexing Services into Blockchain Securities Infrastructure
On-chain securities market data integration will power customized indices and next generation blockchain‑native investment products NEW YORK, June 10, 2025--(BUSINESS WIRE)--Syntax Data, a financial data and technology provider offering data-optimized index solutions, today announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and trading platform for blockchain-based securities. Prometheum ATS is a subsidiary of Prometheum Inc. ("Prometheum"), a market infrastructure provider for blockchain-based securities. Syntax and Prometheum ATS will bridge traditional indexing with blockchain-enabled market infrastructure, supporting the next phase of growth for blockchain-based securities and investment products. The collaboration will start by extending Syntax Direct's direct indexing capabilities to RIAs and other institutions trading through Prometheum ATS. The firms will also explore the creation of bespoke indices enabling the development of on-chain investment products from RIAs, asset managers, banks, and product issuers. "At Syntax, we recognize that on-chain securities and investment products are emerging as an indexable product set that will require robust market data services as it matures," said Sarah Grieco, Director of National Accounts at Syntax Data. "Syntax's index products provide a compliant path for innovation across structured products and ETFs in blockchain environments." To develop index and data feeds between both parties, Prometheum ATS plans to supply on-chain securities market data into Syntax Direct – Syntax's scalable platform that enables investment advisors to create customized, branded indices and financial products – while Syntax plans to deliver an index data feed into Prometheum ATS. As more on‑chain securities products and index data become available on Prometheum ATS, the partners anticipate asset managers and product managers will launch white‑label funds, SMAs, ETFs, and other products that track Syntax indices – each issued, traded, custodied, cleared, and settled on Prometheum's end‑to‑end blockchain infrastructure. "A transparent data layer is the foundation of efficient capital markets," said Aaron Kaplan, co‑CEO of Prometheum Inc. "As securities and investment funds increasingly migrate to blockchain rails, investors need the same reliable indices and analytics they rely on in traditional markets. By partnering with Syntax, we're ensuring those building blocks are in place from day one." These direct indexing capabilities are expected to be available soon to all RIAs and institutions trading through Prometheum ATS. For more information on Syntax Direct, please click here. For more information on Prometheum ATS, please click here. ABOUT SYNTAX DATA Syntax Data is a financial data and technology company that empowers investment managers, wealth advisors, and financial institutions with precise, transparent data solutions that optimize index development, portfolio customization, and investment analysis to drive better investment outcomes. Syntax operates through three segments: Affinity® Data, Syntax Direct, and Syntax Indices. Built on its patented Functional Information System (FIS®) technology inspired by systems sciences, Syntax's solutions are powered by the most comprehensive, granular, and accurate revenue-derived data available on the market. Learn more at ABOUT PROMETHEUM Prometheum Inc. supports the full lifecycle of securities on the blockchain through its broker-dealer network and market infrastructure for the issuance, trading, and custody of blockchain-based securities. Its subsidiary broker-dealers include Prometheum ATS (secondary market trading), Prometheum Capital (custody, clearing, and settlement), Prometheum Coinery (digital transfer agent), and ProFinancial (capital formation and distribution). For more information, please visit View source version on Contacts Media Contact: Jonny SwiftImpact Communications, Inc.913-649-5009JonnySwift@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-06-2025
- Business
- Yahoo
Syntax Data and Donoghue Forlines Introduce Tactical Momentum and Dividend Indexes Seeking Downside Risk Mitigation
Strategic partnership yields rules-based indexes that seek to provide protection against significant market drawdowns NEW YORK, June 03, 2025--(BUSINESS WIRE)--Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, today announced a strategic partnership to offer index strategies aimed at mitigating downside risk. The strategic partnership recently launched two indexes, the Donoghue Forlines Risk-Managed Momentum Index and the Donoghue Forlines Risk-Managed Dividend Index. The indices are multi-factor strategies offering the following screens or techniques: DF Risk-Managed Momentum Index: Quality, Risk-Adjusted Momentum, Defensive Tactical Overlays DF Risk-Managed Dividend Index: Quality, High Dividend Yield, Defensive Tactical Overlays Both indexes, available now, are tracked by two separately managed accounts (SMAs) that are approved and available to advisors on the LPL Model Wealth Platform (MWP), Envestnet, Fidelity Managed Account Exchange (FMAX), Orion Portfolio Solutions, Adhesion Wealth, Amplify, Brookstone, Goldman Sachs Folio Institutional, Pershing Manager Gateway, and SMArtX Advisory Solutions TAMP platforms. Further, both strategies are offered as mutual fund and variable insurance trusts. "We think these indexes are particularly timely, given recent bouts of extreme volatility," said Patrick Shaddow, CEO of Syntax Data. "Uncertainty is a reality in today's equity markets, and these strategies have been designed to attempt to insulate investors against catastrophic 'black swan' events," said Jeff Thompson, CEO and portfolio manager at Donoghue Forlines. Read more in Syntax's white paper discussing this innovative approach. To learn more about Donoghue Forlines' rules-based portfolios, please click here. ABOUT SYNTAX DATA Syntax LLC is a financial data and technology company that codifies business models into a relational system called Affinity® Data. Using its patented FIS® technology inspired by systems sciences, Affinity® Data offers the most comprehensive, granular, and accurate product line revenue data available on public companies in the market. This technology is leveraged to classify and analyze private markets at scale. Syntax Direct℠ then uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. Syntax Indices provides customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products. Learn more at ABOUT DONOGHUE FORLINES Donoghue Forlines is a Boston-based investment management firm specializing in active, risk-managed portfolios. The firm's suite of proactive strategies is designed to help advisors and their clients de-risk when market circumstances warrant, enabling them to stay disciplined to their investment objectives. Put our four decades of experience to work for you. Learn more at DISCLOSURE This press release is for informational purposes only and is not intended to be, nor should it be construed or used as an offer to sell, or a solicitation of any offer to buy, any security or investment vehicle. View source version on Contacts Media Contact: Jonny SwiftImpact Communications, Inc.913-649-5009JonnySwift@ Error al recuperar los datos Inicia sesión para acceder a tu cartera de valores Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos
Business Wire
03-06-2025
- Business
- Business Wire
Syntax Data and Donoghue Forlines Introduce Tactical Momentum and Dividend Indexes Seeking Downside Risk Mitigation
NEW YORK--(BUSINESS WIRE)-- Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, today announced a strategic partnership to offer index strategies aimed at mitigating downside risk. The strategic partnership recently launched two indexes, the Donoghue Forlines Risk-Managed Momentum Index and the Donoghue Forlines Risk-Managed Dividend Index. Uncertainty is a reality in today's equity markets, and these strategies have been designed to attempt to insulate investors against catastrophic 'black swan' events. The indices are multi-factor strategies offering the following screens or techniques: DF Risk-Managed Momentum Index: Quality, Risk-Adjusted Momentum, Defensive Tactical Overlays DF Risk-Managed Dividend Index: Quality, High Dividend Yield, Defensive Tactical Overlays Both indexes, available now, are tracked by two separately managed accounts (SMAs) that are approved and available to advisors on the LPL Model Wealth Platform (MWP), Envestnet, Fidelity Managed Account Exchange (FMAX), Orion Portfolio Solutions, Adhesion Wealth, Amplify, Brookstone, Goldman Sachs Folio Institutional, Pershing Manager Gateway, and SMArtX Advisory Solutions TAMP platforms. Further, both strategies are offered as mutual fund and variable insurance trusts. 'We think these indexes are particularly timely, given recent bouts of extreme volatility,' said Patrick Shaddow, CEO of Syntax Data. 'Uncertainty is a reality in today's equity markets, and these strategies have been designed to attempt to insulate investors against catastrophic 'black swan' events,' said Jeff Thompson, CEO and portfolio manager at Donoghue Forlines. Read more in Syntax's white paper discussing this innovative approach. To learn more about Donoghue Forlines' rules-based portfolios, please click here. ABOUT SYNTAX DATA Syntax LLC is a financial data and technology company that codifies business models into a relational system called Affinity® Data. Using its patented FIS® technology inspired by systems sciences, Affinity® Data offers the most comprehensive, granular, and accurate product line revenue data available on public companies in the market. This technology is leveraged to classify and analyze private markets at scale. Syntax Direct℠ then uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. Syntax Indices provides customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products. Learn more at Donoghue Forlines is a Boston-based investment management firm specializing in active, risk-managed portfolios. The firm's suite of proactive strategies is designed to help advisors and their clients de-risk when market circumstances warrant, enabling them to stay disciplined to their investment objectives. Put our four decades of experience to work for you. Learn more at This press release is for informational purposes only and is not intended to be, nor should it be construed or used as an offer to sell, or a solicitation of any offer to buy, any security or investment vehicle.
Yahoo
27-02-2025
- Business
- Yahoo
Trump tariffs: The top 10 Canadian companies relying on American sales
From cheese makers to the operators of continent-sprawling energy pipelines, Canadian companies earning big chunks of revenue in the United States have gone from bragging about access to American consumers and generating earnings in U.S. dollars, to spelling out strategies to withstand a trade war. The latest deadlines from U.S. President Donald Trump's White House suggest imported Canadian goods will be hit with a 25 per cent import tariff on March 4 (10 per cent on energy and critical minerals), as well as reciprocal tariffs that kick in April 2. Of course, this could change at a moment's notice, as Canadian officials continue negotiations with their American counterparts. On Wednesday, economists at Desjardins described a prevailing state of uncertainty for basically everyone. 'The whole situation is rife with contradictions and vague statements from the U.S. administration, which further clouds the issue for consumers, businesses, financial markets and policymakers,' Jimmy Jean and Marc-Antoine Dumont wrote in a research note. 'The main impact of imposing or simply threatening tariffs is a slowdown in economic activity, even if the goal is to increase local production,' they added. With the fourth-quarter earnings season underway, executives from Canada's largest companies are facing tough questions from investors about how Trump's proposed levies could impact their bottom line. For many, the situation is not as simple as manufacturing in Canada, and selling in the U.S. Many have vast operations south of the border staffed by American workers. In a recent report, New York-based Syntax Data used U.S. revenue as a starting point to understand which companies are potentially most at risk if higher prices for Canadian goods spur American consumers and businesses to seek alternatives. Canadian fertilizer giant Nutrien ( tops Syntax Data's list, with 60.8 per cent of its annual revenue generated in the U.S., amounting to US$17.66 billion. America relies on Canada for more than 80 per cent of the potash used to nourish its crops, leaving farmers particularly exposed to the impacts of a trade war. 'The tariff costs and impact will be passed on,' Nutrien CEO Ken Seitz told analysts on a post-earnings conference call last Thursday. 'It is going to mean rising costs for the U.S. grower.' Next on the list is Canadian pipeline giant Enbridge ( with 45.5 per cent of its annual revenue coming from the U.S., amounting to US$14.98 billion. 'We view the impact on volumes in our systems to be negligible in a tariff situation,' Colin Gruending, Enbridge's president of liquids pipelines, said on a recent call. 'These are must-run systems, and society depends on it.' Auto parts manufacturer Magna International ( is third on the list, with 25.4 per cent of revenue coming from the U.S., amounting to US$10.86 billion. Magna has about 142 manufacturing facilities across Canada, the U.S. and Mexico, and employs more than 73,000 workers across North America. Auto parts are seen as particularly vulnerable to tariffs, since they cross the Canada-U.S. border multiple times before incorporation in finished cars and trucks. 'I believe this is going to be destructive,' Magna CEO Swamy Kotagiri said on an earnings call last Friday. "For a supplier to absorb this magnitude that they're talking about is really unrealistic and unattainable." TC Energy ( has the next largest exposure to tariffs via annual U.S. revenue, according to Syntax Data, amounting to US$6.28 billion or 52.2 per cent of its overall earnings. In 2019, the company changed its name from TransCanada to TC Energy in order to better reflect its assets in Canada, the U.S., and Mexico. Last week, CEO François Poirier said Trump's tariff threats have not impacted the company's plans to focus its investments on America. 'We see the highest risk-adjusted returns being in the United States,' he said during a quarterly earnings conference call. 'The vast majority of our discretionary capital is going, and we expect that it will continue to go, into the United States.' Barrick Gold's ( US$6.05 billion in annual U.S.-generated revenue (53.1 per cent) ranks the company fifth on the list. The price of gold (GC=F) is nearing US$3,000 per ounce, amid concerns and confusion over Trump's tariff agenda. Quebec-based cheese maker Saputo ( is next on the list, with US$5.78 billion in annual U.S.-generated revenue, amounting to 45 per cent of earnings. The dairy producer's CEO Carl Colizza said earlier this month that he does not expect a material impact for the company because its Canada and U.S. divisions have 'very few links between the two on a day-to-day basis.' According to Syntax Data, Quebec-based Bausch Health ( earns US$5.19 billion annually from the United States, amounting to 59.3 per cent of revenue. The pharmaceutical company makes branded generic drugs, mainly for skin diseases, gastrointestinal disorders, eye health, and neurology. Like vehicles in the automotive industry, Bombardier's ( line-up of private aircraft are built with components from across North America. For example, its newer Global 8000 jet has key components produced at manufacturing facilities in Saint-Laurent, Que., Red Oak, Texas, and Querétaro in Mexico. Earlier this month, Bombardier said it was delaying its 2025 financial guidance due to trade tensions. Gas station giant Parkland ( operates more than 4,000 fuel and convenience locations in 26 countries under banners including On the Run, Chevron, Pioneer and Ultramar. About 18 per cent of those are located in the U.S. According to Syntax Data, Parkland earns 20.1 per cent of its annual revenue in the United States, amounting to US$4.92 billion. The company is due to report its next quarterly financial results on March 5. Suncor Energy ( rounds out the top 10. The Calgary-based integrated oil and gas company books 13.1 per cent of its annual revenue in the U.S., according to Syntax Data, working out to US$4.86 billion. CEO Rich Kruger and Bay Street stock analysts have said Suncor is among the best prepared in Canada's oil and gas sector to weather a trade war with the U.S. 'If we were in a world of tariffs, I like our position relative to our peer group,' Kruger told analysts on a Feb. 6 earnings call. 'Sixty to 65 per cent of our barrels stay north of the border, and they either go through our refining network, other refineries of customers, and/or off the coast. That's a high fraction.' Jeff Lagerquist is a senior reporter at Yahoo Finance Canada. Follow him on Twitter @jefflagerquist. Download the Yahoo Finance app, available for Apple and Android. Sign in to access your portfolio
