For Endowments, Foundations, & Family Offices

Endowment Index^®-based allocation:
- Endowment Index at core can improve liquidity without significant loss in performance
- Replace under-performing active managers with lower cost, Endowment Index-based allocation
- Endowment Index-based allocation can be used to manage liquidity portion of portfolio to better match overall portfolio and limit performance drag
Outsourced CIO model can reduce costs
Unique and differentiated models
Allow use of the Core-Satellite portfolio construction methodology to lower overall costs while maintaining better risk-adjusted returns
Using our models at the core, helps reduce money manager fees