MFIA Privacy Notice
Adopted: April 2026
This Website Privacy Policy ("Policy") explains the types of personal information that Motley Fool Investment Analytics, LLC ("MFIA," "we," or "us") collects, how we use it, who we share it with, and your legal rights. By using our Website (the "Website"), you acknowledge you have read and understood this Policy.
For purposes of this Policy, "Personal Information" means information that enables you to be identified as an individual or recognized directly or indirectly (e.g., name, email, IP address, or location data). It does not include aggregate or deidentified information.
MFIA is an indirect, wholly-owned subsidiary of The Motley Fool Holdings, Inc. ("Holdings"). Holdings also owns other regulated financial services companies, including Motley Fool Asset Management, LLC (MFAM) as well as The Motley Fool, LLC (TMF).
MFIA IS AN INDEX PROVIDER OPERATING UNDER THE "PUBLISHER'S EXCLUSION" FROM THE DEFINITION OF AN INVESTMENT ADVISER. UNLIKE OUR AFFILIATE MFAM, MFIA IS NOT AN SEC-REGISTERED INVESTMENT ADVISER AND DOES NOT PROVIDE PERSONALIZED INVESTMENT ADVICE OR MANAGE CLIENT ASSETS. THIS WEBSITE IS FOR INFORMATIONAL PURPOSES REGARDING OUR RULES-BASED INDICES AND METHODOLOGIES.
Categories of Personal Information Collected
| Classification | Types of Data Collected | Purpose |
|---|---|---|
| Identifiers | Name, email address, IP address. | To respond to inquiries, and identify unique visitors. |
| Professional Info | Firm name, job title (if provided). | To tailor our institutional indexing solutions to your mandate. |
| Usage Data | URL clickstream, pages visited, time on site, location data. | To analyze behavioral characteristics and improve user experience. |
| Tracking Data | Cookies, pixels, and beacons. | To optimize our marketing and measure our reach. |
1. How We Collect Your Information
1.1 Information You Provide Directly
We collect personal information when you voluntarily fill out forms on the Website, such as when you subscribe to receive or request content from MFIA or submit an institutional inquiry. This typically includes your first and last name and email address.
1.2 Information Collected Automatically
While you navigate the Website, we automatically log information about your device and behavior via cookies and pixels. This includes your IP address and the URL you arrived from. We use this data to analyze audience behavior and optimize our digital presence.
1.3 Information from Other Sources
We may receive information about you from our affiliates or third-party service providers (such as Google Analytics) who help us find prospective institutional partners.
2. The Legal Basis for Processing
- Consent: When you sign up for our communications.
- Legitimate Interest: To improve our rules-based index offerings and ensure the Website is presented effectively for your device.
- Legal Compliance: To comply with regulatory record-keeping or respond to valid legal requests.
3. How We Use Your Information
We use your data to:
- Administer the Website and perform data analysis/troubleshooting.
- Keep the Website safe and secure.
- Deliver relevant advertising and measure its effectiveness.
- Future Use of AI: While MFIA does not currently use Artificial Intelligence (AI) to process personal data, we may utilize AI or automated analytics in the future to improve index construction or user insights. We will update this policy if such technologies significantly change how your data is handled.
4. Information We Share
We do not sell your Personal Information. However, we may share it with:
- Affiliates: We may share your identifiers (such as name and email) with our affiliates, including TMF and MFAM so they may inform you of products or services that align with your interests in investing. You may opt-out of this sharing at any time by ops@foolanalytics.com or by using the unsubscribe link in any communication you receive.
- Service Providers: Third parties who help us with email distribution or website hosting (subject to strict confidentiality agreements).
- Legal Requirements: To law enforcement or regulators if we believe disclosure is necessary to protect our rights or comply with a legal investigation.
5. International Users
MFIA is based in the United States and our services are directed to U.S. residents. While the Website is accessible globally, we do not intentionally target or market to individuals in the European Union or United Kingdom. If you access this site from outside the U.S., your data will be processed and stored in the U.S. in accordance with this Policy.
6. Cookies and Other Technologies
We use cookies to remember your preferences and manage features. You can modify your browser settings to reject cookies, though some features of the Site may not function properly as a result. For more information on opting out of tracking, visit the Google Analytics opt-out program.
7. Users Aged 13 or Under
The Website is intended for use by persons aged 13 or older. If you are under 13, please do not provide any Personal Information on this Site.
8. Your Rights & Opt-Out Notice
You may object to further marketing at any time by clicking "unsubscribe" in our emails or contacting us at ops@foolanalytics.com.
Sharing Preferences
| Reason for Sharing | Does MFIA Share? | Can you limit? |
|---|---|---|
| Everyday Business Purposes (Analytics/Security) | Yes | No |
| Marketing our products/services | Yes | Yes |
| For Affiliates to market to you | Yes | Yes |
| For Non-Affiliates to market to you | No | N/A |
Appendix A: Additional Information for California Residents (CCPA)
This section applies to California residents. For the 12-month period prior to this notice, MFIA has not "sold" personal information. However, our use of analytical cookies may be considered "sharing" under the CCPA.
- Right to Know: You may request a list of the categories of data we collect.
- Right to Delete: You may request the deletion of your data, subject to legal exceptions.
- Opt-Out: To exercise your rights, email us at ops@foolanalytics.com or visit our "Do Not Sell or Share My Personal Information" page.
Appendix B: European Union (GDPR)
For GDPR purposes, the data controller is Motley Fool Investment Analytics, LLC.
- Storage: Data is stored in the U.S.
- Rights: EU users have the right to access, rectify, or erase their data, and to object to processing. Contact our Data Protection Officer at ops@foolanalytics.com to exercise these rights.