Syntax Data and Donoghue Forlines Launch Risk-Managed Indexes
Syntax Data, a provider of data-optimized index solutions, and Donoghue Forlines, a tactical investment firm known for risk-managed portfolios, have entered a strategic partnership. The collaboration aims to deliver innovative, risk-conscious investment strategies tailored to today’s unpredictable market environment. The partnership has resulted in the launch of two new indexes designed to mitigate downside risk:
- Donoghue Forlines Risk-Managed Momentum Index
- Donoghue Forlines Risk-Managed Dividend Index
Features of the New Indexes
1. Donoghue Forlines Risk-Managed Momentum Index
- Focuses on Quality and Risk-Adjusted Momentum.
- Employs Defensive Tactical Overlays to reduce exposure during market downturns.
- Designed for investors seeking growth while minimizing risk in volatile environments.
2. Donoghue Forlines Risk-Managed Dividend Index
- Combines High Dividend Yield with Quality screening.
- Also integrates Defensive Tactical Overlays for enhanced downside protection.
- Appeals to income-focused investors with a risk-aware approach.
Investment Availability and Platforms
These indexes are not only conceptual but already implemented through multiple investment vehicles and platforms:
- Separately Managed Accounts (SMAs) available on:
- 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
- SMArtX Advisory Solutions
- Also offered as:
- Mutual funds
- Variable insurance trusts
Market Relevance and Strategic Vision
- Volatility as the Catalyst
- “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,” added Jeff Thompson, CEO and Portfolio Manager at Donoghue Forlines.
- These strategies aim to protect investors from black swan events and prolonged market declines.
- Multi-Factor, Defensive Investing
- The partnership bridges data-driven index construction with tactical investment execution.
- Combines analytical rigor and market responsiveness for portfolios seeking long-term resilience.
The launch of these risk-managed indexes represents a forward-thinking response to the increasingly volatile equity landscape. By blending quality screens, momentum analysis, and tactical overlays, Syntax Data and Donoghue Forlines offer a robust solution for advisors and investors looking to navigate uncertainty with confidence.
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