In observance of Presidents Day on Monday, February 15, 2016 the markets and Motif’s customer service phone support will be closed. Customer Service will re-open at 9:00am ET and the markets will reopen at 9:30am ET on, Tuesday, February 16, 2016.

Motif Construction Process

Non-Model Based Motifs

Motifs that focus on megatrends, current events, cultural values and specific industries fall under the non-model based category. These motifs use a variety of parameters such as revenue, assets, and reserves to develop the investment thesis. The generic construction process for these motifs is as follows:

Research

Weight

Optimize

Model Based Motifs

Model based motifs are formula driven and quantitative in nature. These motifs use a variety of parameters such as price momentum, price-earnings ratio, price-book ratio, and dividend yields to screen stocks. The generic construction process for these motifs is as follows:

Research

Weight

Fixed Income Motif Construction Process