ETF Model Solutions®

Endowment Index Press Releases Discontinued

SEC Marketing Rule 206(4)-1, places new requirements on the distribution of hypothetical performance on investment advisers. To comply with the Rule, ETF Model Solutions will no longer provide Endowment Index® performance data via press release. Investment professionals, institutional investors, endowment managers, family office staff and accredited investors who wish to continue to receive Endowment Index® […]

ETFMS’ Prateek Mehrotra Named to Wisconsin Titan 100

Titan CEO and headline sponsor Wipfli LLP are pleased to announce Prateek Mehrotra, Chief Investment Officer, Endowment Wealth Management as a 2023 Wisconsin Titan 100. The Titan 100 program recognizes Wisconsin’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, […]

Endowments Reporting Large Gains in FY2021

University endowments are reporting strong portfolio performance for the fiscal year ended 6/30/2021. For example, Vanderbilt +57%, Washington University in St. Louis +65%, Michigan State +41% are just a few of the stellar returns posted by college endowment portfolios for the fiscal year ended June 30.  The magnitude of these gains is attributable to several […]

Endowments Slow to Adopt Digital Assets

U.S Endowments are not jumping on the crypto bandwagon as quickly as other institutions.  Of the Endowment/Foundation respondents to Fidelity’s 2021 Institutional Investor Digital Assets Study, just 13% of U.S. endowments and foundations reported they do not currently buy or invest in digital assets.  Of the pension and endowment respondents, just 3% reported exposure. This […]

Do You Know What is in Your Thematic ETF?

Part of the ETF marketing machine is launching thematic ETFs with a catchy symbol based on the latest trends.  However, not always does the ETF offer exposure to the desired theme as you might think it should.  For example, some investing themes may be too narrow and do not have enough established public companies trading […]

ETF.com: Model Portfolios a Growing Trend

In a growing world of complexity for RIAs, using model portfolios can help advisers better serve their clients.  Jessica Ferringer of ETF.com interviewed Ryan Kristopowicz of Wisdom Tree to discuss trends in model portfolios, their benefits to clients, how clients are accepting of them, and how they improve client retention and attract more clients. Read […]

New ESG ETF Sees to Provide Active Corporate Governance Oversight

The Engine No. 1 Transform 500 ETF (symbol: VOTE) will invest in a market-cap weighted index of the 500 largest U.S. stocks, tracking the Morningstar U.S. Large Cap Select Index. Unlike a passive Vanguard S&P 500 Index fund, investors in the ETF will also get a team of active investors who vote carefully on shareholder […]

Time To Take Control: Informed, Diversified Investors Can Weather Market Storms

Robert Riedl, CPA, CFP, AWMA, Managing Member of ETF Model Solutions and CEO and Director of Wealth Management for its affiliate, Endowment Wealth Management, Inc. was recently featured in the article titled Time to Take Control: Informed, Diversified Investors Can Weather Market Storms, which appeared in the most recent issue of Insight Magazine.  Rob’s quotes […]