Dealflow | March 16, 2017

Motif offers refunds if its impact robo-advisors underperform

The team at


Motif Investing’s “impact portfolios” use automated algorithms to help retail investors align their stock market picks and their values.

The three portfolios include companies leading on environmental sustainability, fair labor practices and good corporate behavior, based on ESG (environment, social, governance) data from MSCI.

Motif’s research showed values matter to eight in 10 Americans making investment decisions.

That doesn’t mean Motif’s clients want to take a hit on returns.

To woo skeptics, Motif will refund its $9.95 per month fee if the impact portfolios underperform their benchmarks by one percent or more.

This post originally appeared in ImpactAlpha’s daily newsletter. Get The Brief.