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, 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.