The Motley Fool's Index Family

Overview

Our mission at The Motley Fool is to make the world smarter, happier, and richer.

Wall Street runs on consensus. We've built a two-decade track record running the other way. Now we're bringing that contrarian edge to research-driven index construction. We don't chase trends. Our indices are built on deep fundamental research and long-term conviction.

Each index utilizes a rules-based, transparent methodology and is drawn from a pool of stocks hand-picked by The Motley Fool's analyst team. This means that every stock included in any of our indices has been thoroughly vetted by our analysts.

Systematic. Transparent. Unconventional.

The methods behind the Foolishness

What Sets Us Apart

Bring differentiated research into your portfolio construction process. We build custom solutions tailored to your investment mandate with access to The Motley Fool's ecosystem of investing intellectual property.

Who We Serve

We meet the needs of investors and fiduciaries seeking access to The Motley Fool’s (TMF’s) ecosystem of investing intellectual property.

TMF’s track record of stock-picking excellence, spanning more than two decades, is recognized globally by investors and advisors.

We take great care in crafting TMF’s long-term mindset, growth-oriented investing approach into retail and institutional portfolio strategies.

asset-managers-1024

Asset Managers & Fund Advisors

  • Index licensing
  • Model & policy development
  • Beta overlay / portable alpha
  • Core-satellite / completion
wealth-planners-1024

Wealth Planners & RIAs

  • Index-based planning
  • Tax-managed solutions
  • Dynamic allocation policies
  • SMA-linked index strategies

Our Process

Ways to Access Motley Fool Indices

Motley Fool Indices can be accessed in multiple ways depending on your needs. For individual investors and advisors, several Motley Fool Indices are available in index-linked ETFs and offer straightforward exposure to our research-driven strategies. For institutions, our indices power separately managed accounts, model portfolios, structured products, and custom benchmarking solutions. Whether you're building a core allocation or looking for differentiated idea generation, there's a path forward. See what's available below.

Our Investment Process: Over $2 Billion in Assets

Fool Indices offers a suite of products designed to leverage The Motley Fool's expert guidance into your investment portfolio.

Three-Step Process:

  1. Selection

    Hand-picked by human analysts with deep expertise

  2. Structuring

    Systematic passive implementation with Smart Beta overlays

  3. Allocation

    Engineered to meet investor needs through top-down allocators