Endowment Index Declines for Week Ended 9/9/21

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,712.24 Friday, declining 1.33% from the previous Friday’s close of 1,735.36. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

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 lags HNW investors (15%), financial advisors (43%), and family offices (47%) in terms of...

Endowment Index Increases 0.53% for Week Ended 8/13/21

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,718.19 Friday, increasing 0.53% from the previous Friday’s close of 1,709.14. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index Gains 0.59% for Week Ended 8/6/2021

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,709.14 Friday, increasing 0.59% from the previous Friday’s close of 1,699.08. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index Closes Lower for Week Ended 7/30/21

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,699.08 Friday, declining 0.10% from the previous Friday’s close of 1,700.75. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Do You Know 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 in that niche to create a diversified portfolio that provides significant exposure to that...

Press Release: Endowment Index® 2Q Performance Update

Endowment Index Second Quarter 2021 Performance Update Appleton, WI July 14, 2021 — The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) gained 6.17% (on a total return basis) for the second quarter ended June 30, 2021.   This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which increased 6.11% for the same period. Global equity markets continued their ascent higher in Q2 2021 with many indices...

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 the article.

21Shares Teams Up With Cathie Wood’s ARK on Proposed Bitcoin ETF

21Shares filed this week for a Bitcoin ETF. 21Shares and Ark join a host of other firms, including VanEck, Fidelity, First Trust seeking to be the first bitcoin ETF in the U.S. approved by the SEC.  You can view the S-1 Registration filing here.  

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 issues, set rigorous goals for boardrooms, and have the ability to successfully run change...