hardeep walia the ceo of motif investing hardeep
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Then, copy that formula down for the rest of your stocks. But, as I said, dividends can make a huge contribution to the returns received for a particular stock. Also, you can insert charts and diagrams to understand the distribution of your investment portfolio, and what makes up your overall returns. If you have data on one sheet in Excel that you would like to copy to a different sheet, you can select, copy, and paste the data into a new location. A good place to start would be the Nasdaq Dividend History page. You should keep in mind that certain categories of bonds offer high returns similar to stocks, but these bonds, known as high-yield or junk bonds, also carry higher risk.

Hardeep walia the ceo of motif investing hardeep best twitter crypto callers

Hardeep walia the ceo of motif investing hardeep

But since Motif was founded in , the field of companies helping self-directed investors has changed dramatically. Morgan, and a handful of venture capital firms. Investors could fund accounts then search for and choose to invest in certain thematic portfolios.

For example, some portfolios might only include companies with well-regarded corporate governance or a small carbon footprint. We are all creatures of concepts. We think conceptually about investing. Humans are expression engines. Instead of forcing investors to choose thematic portfolios and stick with them, Motif also enabled investors to customize their portfolios by including or excluding specific stocks.

The Motif Impact Portfolios had an annual fee of 25 basis points and the Motif Thematic Portfolios charged an annual fee of 50 basis points. Like almost all others, Motif supported individual and joint taxable, retirement, and trust accounts.

Sandrib, who previously worked for ICE Data Services, focuses on researching digital wealth management and RIAs, among other areas of financial services. Motif could not be reached to comment. Larger incumbents in financial services are criticized for being slow-moving but they partly might just be waiting to see how different business models of upstart fintech companies fare. They also have the size and scale to pursue new offers to investors knowing it might not be as profitable or at all in the near future.

They can afford to play the long game. How their institutional business works. Some of the big names they are partnering with for thematic investing. Who their main competitors are in the marketplace. How they make investing in IPOs easier and more accessible. The plans for a fixed income Motif.

Where they are on the road towards profitability. Some of the recognizable names they have as equity investors. Why they will be focusing on scaling their institutional business going forward. Their approach to expanding internationally. I think their investor profile would be very similar to the investor profile of the typical Lending Club or Prosper investor.

Now we get into that in some depth in this show. We also talk a lot about the challenge of scaling a business of this kind, whether to go focus on retail investors, whether to focus on institutional investors and we talk about profitability; we talk about IPOs and all sorts of other things. Welcome to the podcast, Hardeep. Hardeep Walia: Thanks, Peter, thanks for having me. Hardeep: How far back do you want to go?

Peter laughs I guess…I have an undergrad from Yale in engineering and economics. I then jumped off and entered the consulting world. I was a consultant at the Boston Consulting Group for a number of years and then when kind of circa Netscape happened there was a lot of excitement in the Internet so I jumped into the software space. I worked at a number of startups but to be honest none of them did really well and so to take my vengeance, I joined Microsoft Peter laughs where my first job was buying distressed startups.

Peter: Okay, so just tell us a little bit about that. Firstly, what Motif does exactly and why you started it? For me it forces a state of zen and calm, nothing like coldhearted calculus and numbers and it gets your mind off things. So during my time off and it was due to my wife not being well at the time, I wanted to invest in things I understood and really the first problem was I wanted to invest in the mobile internet and I do what any Wharton grad does is I pick up the phone, call my friends on Wall Street and say….

The hard part was acting on those expressions and the expressions can take a couple of forms. They can be trading models. So what we do at Motif is we allow people to act on these expressions by turning them into what we call a Motif and a Motif very simply is a thematically weighted basket of up to 30 stocks built around one of these expressions.

So our customers think of Motifs as kind of customizable no fee ETFs, but unlike an ETF you actually own the underlying securities and so you can buy one of our Motifs, you can build your own Motif, in fact we have a royalty program. I think to date there are over , Motifs built and these are all people thinking about investing in a very conceptual, a very natural almost human way of thinking about investing. It had a whole range of different companies in there and I could obviously go and follow that or I could actually go and use that Motif and purchase it.

So you type in drones, how do you decide what companies to present to your investor? And a Motif really is a sample of up to 30 stocks that track the risk return behavior of the bigger index that we manage. We adjust those periodically, typically quarterly, but we have some trading models for example, buy the dips, for example, that might rebalance weekly as it looks to find more opportunities. So we really are about this concept-driven investing so we do have passive models, we have asset allocation models, but we do also have a pretty large universe of thematic models.

People who want to buy that, are they all getting the same 30 underlying stocks or are you taking like random sample, I mean, how does it work? So if you own the benchmark Motif, everyone owns the same product and we do allow you to tweak it and customize it. We like to build index models that give you good coverage and good exposure versus trying to pick a handful of stocks. So now if you go and try to build a Motif prior to the middle of last year, you actually have to do some homework.

Peter: So why did you choose the 30 limit? Hardeep: The honest truth is the first Motif we built just happened to be 30 stocks. Peter: laughs So it is arbitrary. Peter: Right. Peter: Okay, so then who are your investors? Are these typically young professionals, I mean, who do you find coming onto your platform?

Hardeep: Our early adopters, I kind of got this wrong, were ultra high net worth retirees. I thought our early adopters would be millennials. Peter: Right, so would I. Then we have some ultra high net worth investors who like to put their play money on our platform and those are kind of the three big segments for us. Peter: Okay, interesting, interesting.

So then can you share like total assets that is going through your platform now or is that private information? Hardeep: We keep it private. Peter: Right, okay so then… Hardeep: And this is our retail business. Hardeep: We do have an institutional business that we launched last year.

Peter: Yeah, I was going to get to that. Hardeep: What we do there is…our focus is thematic models and rebuild more sophisticated global indices partnering with large financial institutions and then we work with them to sell it to their clients and their partners. We announced a deal with Goldman Sachs, for example, where we partner with them to build Motifs, but we embed them in structured notes issued by Goldman Sachs and then Goldman will sell it to their partners and their clients.

We just launched in November of last year a deal with Global Atlantic where we manage three variable annuity mutual funds for them and, again, these are thematic models.

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Hardeep Walia on Investing the 'Motif' Way

Jun 7,  · Hardeep’s Bio My name is Hardeep Walia and I am the Founder and CEO of Motif Investing. Motif Investing is a next-generation online broker that is pioneering thematic . Hardeep co-founded Motif Investing to create an intuitive way to invest conceptually. He spent more than six years at Microsoft, where he was General Manager of the company’s . Sep 7,  · About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators.