For Retirement Plan Sponsors, Consultants, Advisers

The Endowment Moderate Allocation model seeks to replicate the allocation of the Endowment Index™.
Can be added as an investment option for participants in existing plans without changing providers
Offers a unique passive investment option to participants that goes beyond simple stock-bond allocations to include alternative investments
Offer an alternative to Target Date Funds which could be overweight U.S. Treasury Bonds and have greater interest rate risk