Introducing a New Index Strategy from one of the most Innovative minds on Wall Street
Is Your Index Fund
Really Diversified?
Most investors think theirs are.
But cap-weighted indexes may become heavily slanted, like towards tech these days. As stocks go up, they likely become a bigger piece of the portfolio. Stocks go down, they likely become less of the portfolio.
The Difference is
weighting
The patented Stratified process
determines the common risks companies
face and then equally divides stocks with
carefully-defined segments.
you get the stocks you want &
The balance YOU NEED
Rory Riggs and the Evolution of Indexing
An early believer in index investing, Rory Riggs also thought that there had to be a more efficient way to passively capture market returns than either conventional cap or equal weighting and set out to uncover it.
Investors Know They Own Too Much Tech. This Analysis Shows That It’s Worse Than They Think.
An alternative way of looking at market-cap weighted index funds shows that investor exposure to the sector is higher than it was during the tech bubble.
Syntax Advisors Appoints Carly Arison President and Chief Operating Officer
Syntax Advisors LLC, an ETF sponsor and investment advisor, announced today the appointment of Carly Arison to serve as President and Chief Operating Officer.