Syntax Direct Case Study Creating a Defensive Equity Index to Balance Portfolio Risk

Artificial intelligence is rapidly reshaping industries—and investment strategies along with them. In our latest case study, we show how you can use Syntax Direct℠ to design a custom index that tracks and responds to this evolving AI landscape.

Our modeled Artificial Intelligence Index delivered an annualized return of 18.9% over the past five years, outperforming the broad Syntax 3000 benchmark by more than 380 basis points.

The case study breaks down:

• How the index was constructed using AI revenue data
   
• What types of companies and sectors it includes
   
• Performance trends, volatility, and key fundamentals
   
• How Syntax Direct empowers you to build and tailor indices to meet client need

If you’re exploring ways to provide targeted thematic exposure—like AI—we’d love to connect and show you what Syntax Direct can do for you.