When it comes to live indexing, adoption and understanding has historically lagged because the tools weren't readily available to advisors and/or they weren't intuitive to use. The evolution of direct indexing is not just a trend, but a fundamental shift in the investment management industry, driven by technological innovation and the changing needs of investors. It offers financial advisors a way to differentiate themselves by offering unique, customized portfolio constructions that cannot be easily replicated by competitors.

In this special episode, Shannon Rosic, WealthStack's director of content and solutions, talks with Patrick Shaddow, president and CEO of Syntax Data, about why live indexing is set to transform the investment landscape.

Shannon and Patrick also discuss:

• Benefit for advisors to create their own indexes
• Why the industry is at an inflection point with live indexing and the technology behind it
• How Syntax helps advisors and their clients navigate the complexities of ESG investing
• What's going on with Texas?

Connect with Shannon Rosic:

Connect with Patrick Shaddow

About our guest:

Patrick Shaddow has been involved in all aspects of indexing for over 15 years. He has worked directly with a wide range of financial institutions on index development, index production, data acquisition and distribution, business development and index marketing and promotion.

Patrick joined Syntax in September 2021 as President with a mandate to organize the company's internal structure, increase its operational resources and commercialize its unique intellectual property. As President, Patrick initiated data sales and licensing processes with a wide range of financial intermediaries, providing clear “proof of concept” for rollout plans.

Prior to joining Syntax, Patrick served as Head of Index Operations at S-Network Global Indexes, where he led a team of 20 professionals. At S-Net, Patrick oversaw the development and daily production of over 350 indices, including approximately 100 indices licensed to serve as the basis for financial products holding over $30 billion in assets under management. Patrick also oversaw the development of the S-Net index production and distribution platform and the technology infrastructure that supported it. He negotiated and managed the company's data licenses and rights, working closely with a variety of providers including Refinitiv, Bloomberg, FactSet, NYSE and others. Patrick participated in the 100% equity sale of S-Net to a private equity company in 2020 and was a member of the Alerian/S-Network management team until July 2021.

Prior to joining S-Network, Patrick worked as an index analyst at Dow Jones Indexes. He is a graduate of Rutgers University School of Business with a concentration in management information systems. Patrick is married with three children.