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Endowment Investment Philosophy®

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Endowment Investment Philosophy®

The Endowment Investment Philosophy builds portfolios using an asset allocation approach inspired large university endowments and institutional investors. Designed for long-term investors, this strategy emphasizes broad diversification by incorporating a wide range of asset classes beyond traditional stocks and bonds, including alternatives such as hedge funds, private equity, and real assets within a global framework.

You Can Implement the Endowment Investment Philosophy as a:

The investments below are not invested in the Endowment Index®; you cannot invest directly in the Endowment Index. Indexes do not have fees. Investments are not guaranteed, not bank insured and may lose value. Investing involves risk, including possible loss of principal. Investors should assess for themselves their objectives, fees, and the risks involved before making any investment decision.

Foundation/
Endowment/ Family Office:

ETF Model Solutions® can provide your Foundation, Endowment or Family Office with an Endowment Index-based passive, liquid Endowment solution. ETF Model Solutions can also construct an active strategy based upon the Endowment Index.

Please call Prateek Mehrotra, Chief Investment Officer, MBA, CFA, CAIA, at (920) 785-6010Call: (920) 785-6010 to learn about how you can reduce your management costs through our outsourced CIO services. Please sign-up below to receive the Endowment Index fact sheet and periodic updates.

401(K) Plan Sponsor/Adviser:

Plan Sponsors/Advisers can now access the Endowment Investment Philosophy through the Endowment Multi Asset Target Risk models models that can be included as unitized investment options within a 401(k) Plan. These globally diversified, risk models may serves as an alternative to a traditional balanced or target date funds.

Please call Tim Landolt, Managing Director, MBA, at (920) 785 – 6012 to learn how you could add Endowment Target Risk Models to your 401(K) investment lineup.

Investment Adviser:

Investment Advisers can now implement the Endowment Investment Philosophy in a core satellite framework by using the Endowment Index in the core and adding our ETF based TAMP/SMA models as satellites.

Please call Tim Landolt, Managing Director, MBA, at (920) 785 – 6012 to learn how to implement the Endowment Investment Philosophy in your client portfolios. Learn more about our 7 ETF Based Models.

Individual Client:

Individual investors can invest in models created from the underlying ETF components of the Endowment Index.

Visit Embark-Invest.com or call Tim Landolt, Managing Director at (920) 785 – 6010 to learn more.

Request the Endowment Investment Philosophy White Paper

To comply with SEC marketing rule (206(4)-1, effective November 4, 2022, we will only provide the Endowment Investment Philosophy White Paper to advisors, institutional investors, family offices and accredited individuals. If you meet one of these qualifications and would like to receive the Endowment Investment Philosophy White Paper, please fill out one of the forms below. If you have any questions please contact Tim Landolt, Managing Director at (920) 785-6012 or email Tim@ETFModelSolutions.com.

The Endowment Investment Philosophy white paper examines the role that a broader range of asset classes may play in an investor’s overall portfolio. Building on the traditional allocation to stocks and bonds, the paper explores the potential characteristics, risks, and considerations associated with incorporating additional asset classes and investment strategies.

Drawing on concepts commonly used in institutional and endowment investing, the white paper considers how different asset classes may exhibit varying relationships to one another and to traditional markets. It discusses considerations such as diversification, risk, liquidity, time horizon, and the potential trade-offs investors may encounter when evaluating a broader investment opportunity set.

The paper is intended to provide educational information and a framework for evaluating portfolio construction concepts. It does not represent a recommendation that any particular investor adopt a specific asset allocation or investment strategy. The appropriateness of any investment approach depends on an investor’s individual objectives, risk tolerance, liquidity needs, time horizon, financial circumstances, and other considerations. Investing involves risk, including the possible loss of principal.

 

For Financial Professionals.

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    or Accredited Investors. (Please Review The Definition Here)

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      Accredited Investor Threshold Criteria:

      Net Worth: Over $1 million, excluding primary residence (individually or with spouse or partner).

      Income: Over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.

      Professional: One of the following

      • Investment professionals in good standing holding a Series 7, 65, or 82 license.
      • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company).
      • Any “family client” of a “family office” that qualifies as an accredited investor.
      • ETF Model Solutions values your privacy and we will not sell or share your contact information with unaffiliated entities.

      *Refers to underlying components. Reported index results do not have fees and expenses. You typically cannot invest directly into an index.