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Syntax Data and Donoghue Forlines Introduce Tactical Momentum and Dividend Indexes Seeking Downside Risk Mitigation

  • Syntax Data and Donoghue Forlines have partnered to introduce two indexes, the Donoghue Forlines Risk-Managed Momentum Index and the Donoghue Forlines Risk-Managed Dividend Index, aimed at mitigating downside risk in equity markets.
  • The indexes are designed to provide protection against significant market drawdowns and 'black swan' events by utilizing multi-factor strategies with defensive tactical overlays.
  • Both indexes are available as separately managed accounts (SMAs) on various platforms and are also offered as mutual fund and variable insurance trusts to provide options for advisors.
  • The strategic partnership aims to address recent extreme market volatility and provide investors with tools to navigate uncertainty in today's equity markets.

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