Endowment Index Posts Gain for Week Ended 10/22/2021

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,740.59 Friday, increasing 1.43% from the previous Friday’s close of 1,716.06. 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...

Yale Endowment Posts 40.2% Gain For FY 2021; Harvard +33.6%

The Yale Endowment office reported that their endowment grew by 40.2% for the fiscal year ended June 30, 2021, ending the period at $42.3 billion. The Fund’s 10 and 20 year average annualized returns were reported at 12.4% and 11.3%, respectively (see Yale News). Meanwhile, Harvard University reported its endowment gained 33.6% to $53.2 billion, boosted by gains in public and private equity by +50% and 77%, respectively.  Harvard’s...

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 factors, including depressed index prices in 2020 due to Covid, the strong rebound in...

Endowment Index Declines 0.19% for Week Ended 9/24/21

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,699.57 Friday, declining 0.19% from the previous Friday’s close of 1,702.75. 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...

Endowment Index Closes Lower for Week Ended 9/17/21

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,702.75 Friday, declining 0.55% from the previous Friday’s close of 1,712.24. 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 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...