Syntax Advisors Hires Paul R. Kenney Jr. as Managing Director of Product Development and Client Solutions

NEW YORK–(BUSINESS WIRE)–Syntax Advisors, LLC (Syntax) announced today that it has hired Paul R. Kenney, Jr., CFA as a Managing Director, focusing on product development and client solutions. Paul recently retired as a Partner from NEPC, LLC, where he held a number of leadership positions including overseeing the firm’s Detroit’s office and serving as a Team Leader for both NEPC’s Healthcare and Corporate Defined Benefit practices. In his role at Syntax, Paul will work closely with the firm’s Research and Data Science teams to launch Affinity, a software tool designed to help plan sponsors, investment managers, and fiduciaries better understand the business risks embedded in their portfolios.

“Syntax has built a powerful technology and data platform based on its proprietary Functional Information System (FIS) database,” Kenney said. “FIS presently enables Syntax to develop its Stratified Index products that equally weight business risk across sectors, and I am excited to begin developing other applications including completeness portfolios, ESG products, and data solutions for plan sponsors and investment managers.”

Rory Riggs, CEO and Founder of Syntax noted, “Paul has a unique background – he consulted to all segments of the institutional market while at NEPC, and he has plan sponsor experience tied to his work overseeing the Ford Motor Company US pension plan. His insights will help us expand the functionality of Affinity to support the needs of institutional investors. We are excited to have him join our team.”

About Affinity™

Syntax® Affinity™ is a financial analysis platform that is designed to give users a more complete picture of their investment risks. By leveraging Syntax’s patented business classification data, Affinity lets users view a portfolio across multiple dimensions, build more specific peer groups, and select varying levels of granularity to analyze risk. Affinity holds more data than traditional portfolio analysis tools, helping users uncover hidden accumulations of risk and make more informed investment decisions.

About Syntax Advisors

Syntax Advisors LLC provides investors with rules-based, diversified exposure to business risks via products that track Syntax Stratified Weight Indices. Syntax Indices are a new class of indices that reweight the most widely used benchmarks using the Stratified Weight methodology. Their objective is to deliver a diversified return across all of the business opportunities in a benchmark rather than just the largest. Syntax Stratified Indices were developed in conjunction with a patented business classification system called the Functional Information System (FIS) built by Locus Analytics. FIS provides the technology used to identify business risks in a portfolio. Syntax Indices are developed and maintained by Syntax LLC, Syntax Advisors’ parent company. Syntax Advisors, LLC is a SEC-registered investment advisor based in New York, NY.


Theodore Lowen