Endowment Index™ Gains 10.26% in Q1; Best Quarter since 2014 Inception

By S Moore
In April 10, 2019
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Link to PR Newswire

Appleton, WI, April 9, 2019 — The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) increased 10.26% (on a total return basis) for the quarter ended March 31, 2019.   This compares to the S&P 500, which gained 13.65% for the same period.

Following Q4 2018, which was one of the worst quarters for stocks in recent history, asset prices rebounded and had their best January in more than 30 years. Gains were primarily driven by easy monetary policy announcements by the central banks of China, the Eurozone and the United States. In addition, other factors included the U.S. unemployment rate, which remains near historical lows, and progression in the trade talks between the U.S. and China.

All 19 components of the Index posted a gain in the first quarter. Emerging markets equity-China (+31.0%), domestic real estate (+17.3%), commodities- metals & mining (+15.4%) all posted gains in excess of 15% for the quarter. The worst performing constituent for the quarter was managed futures with a return of +0.2%.

The index was reconstituted and rebalanced in January, with some minor changes to several asset classes.  Broad allocations between equities, fixed income and alternatives remained constant. Commodities, managed futures and gold saw their allocations increase while private equity, hedge funds and U.S./international real estate’s allocations were reduced.

The Endowment index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or who otherwise incorporate alternative investments within a comprehensive asset allocation. The Index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/contribution plans and individual investors.

Visit EndowmentIndex.com to download longer term index price and performance data.

ETF Model Solutions, LLC serves its clients as an ETF strategist, designing and managing ETF-based investment solutions for advisers, institutions, retirement plans and individual investors based upon the Endowment Investment Philosophy™. The Firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. ETF Model Solutions, LLC also provides digital investment services to individual investors through the website, www.MyRoboAdviser.com.

Info: www.ETFModelSolutions.com or www.EndowmentIndex.com

Contact: Tim Landolt

920.785.6012

Disclosure: Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice. Past performance is not necessarily indicative of future results. Endowment Index™ results are presented net of any underlying constituent exchange-traded fund expenses. Investments involve risk and unless otherwise stated, are not insured or guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any investment strategies discussed herein. ETF Model Solutions, LLC is registered as an investment adviser with the SEC. ETF Model Solutions is an affiliate of Endowment Wealth Management, Inc., an SEC registered investment adviser. Registration does not imply a certain level of skill or training. You cannot invest directly in an index. Indexes do not contain fees. A copy of the Firm’s disclosure document, Form ADV Brochure Part 2, is available upon request.

ETF Model Solutions, LLC

2200 North Richmond Street, Suite 200

Appleton, WI 54911

920.785.6010

www.ETFModelSolutions.com

 

 

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