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