Motif Investing
This week I caught up with Peter Andes, VP of Research for Motif Investing. They’re an online investment platform that gives its clients the ability to invest in “motifs” built around particular themes or company types. Each motif consists of up to 30 unique company stocks and the investor has the ability to tailor the breakdown of percentage of funds that gets put into a given stock in the motif. In this way, Motif Investments clients get to achieve investment diversity as well as having a high level of control over the stocks in a given motif.
Here’s a link to an overview of Motif Investing.
Motif Investing’s experts have created numerous motifs, based upon market research and trends, that have potential for positive return when investors select that particular group. Should the investor wish to swap out companies or create a motif from scratch based on their own knowledge of market trends/data they have that ability. And trades are inexpensive, with investing in a given motif costing only $9.95 with a minimum starting investment of $250. For users to swap out companies in existing motifs it’s only $4.95 per company to do so.
Another benefit of this investment platform is that investors are actually holders of the respective stocks in these companies, not just investors in a fund that holds the stocks. That means that the investor can transfer their shares to a traditional investment agency should they choose to do so. Motif Investing doesn’t provide investment advice–it’s up to the investor to educate themselves on the stocks/market sectors they want to invest in. But their innovative approach to online investing makes participating in the stock market attainable for pretty much everyone who wants to do so. Check it out!
Special Guest:
Peter Andes, Director of Investment Products & Analytics, Motif Investing
- BSc Computer Science, University of British Columbia
- Chartered Financial Analyst, CFA Institute
- Former Software Engineer, Google
- Previous Associate, Equity Fundamental Strategies, Goldman Sachs