• 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

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  • https://t.co/V5MHJijtug: Model Portfolios a Growing Trend - https://t.co/Wu5ptfseXB https://t.co/ehUwIuuKHG