Endowment Index®

Endowment Index™ Posts Slight Gain For Week Ended 6/14/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,263.79 Friday, rising 0.17% from the previous Friday’s close of 1,261.66. 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...

Prateek Mehrotra discusses the Endowment Model of Investing with Institutional Real Estate Inc

Prateek Mehrotra, CIO of ETF Model SolutionsTM,and our affiliate, Endowment Wealth ManagementTM, was interviewed this week by Institutional Real Estate Inc.  In the discussion, Prateek talks about the history of the Endowment Model and how the Endowment IndexTM was constructed.  Listen to the podcast. The podcast is for information purposes only and should not be considered personalized investment advice. Investments involve risk of loss and may fluctuate in value.  You should...

ETF Model Solutions^TM Named Finalist for Wisconsin Innovation Awards

Appleton, WI.  August 13, 2015.  APPLETON, Wis.—ETF Model SolutionsTM and its affiliate, Endowment Wealth ManagementTM have been named finalists for the Wisconsin Innovation Awards based on their development of the Endowment IndexTM(symbol: ENDOW) and related index-based investment strategies.  The Endowment IndexTM calculated by Nasdaq OMX® has created national awareness, assisted in the development of new strategic partnerships, attracted investors in the firm, and have allowed the firms to expand their respective client bases.  The firms...

ETF.com Award Winners Announced

ETF.com announced its 2014 award winners at its annual banquet held in New York City on Thursday.  Endowment IndexTM calculated by Nasdaq OMX® was a finalist for Index of the Year.  The Index of the Year award went to the Bloomberg U.S. Dollar Spot Index. Other category winners included: ETF of the Year: Wisdom Tree Europe Hedged Equity Fund (HEDJ) Best New ETF for 2014: Market Vectors China AMC...

Endowment Index^TM Named A Finalist for Index of the Year for 2014 by ETF.com

MARCH 11, 2015 08:53 AM EASTERN DAYLIGHT TIME APPLETON, Wis.–(BUSINESS WIRE)–The Endowment IndexTM (symbol: ENDOW) calculated by Nasdaq OMX®, has been honored as a finalist for “Index of the Year” by ETF.com for 2014. The rules-based Endowment IndexTM tracks the performance of the average university and college endowment portfolio. The Index represents the investable opportunity for managers of portfolios that utilize the Endowment Investment PhilosophyTM by incorporating alternative investments within their...

Press Release: Endowment Index^TM Historical Data Now Available Through Morningstar, Interactive Data and Bloomberg

APPLETON, Wis., Nov. 11, 2014 /PRNewswire/ Historical index data for the Endowment IndexTM — calculated by Nasdaq OMX® — is now available through major index and investment databases, including Bloomberg, Morningstar, and Interactive Data.  In addition, the 30,000+ advisors on the Envestnet platform can now select the Endowment IndexTM to benchmark client portfolios. Endowment IndexTM data can be accessed through most major quote providers and websites under the symbol...

Endowment Index^TM Asset Allocation and 10 Year Returns Compared to the Nation’s Largest Pension Fund

The nation’s largest pension fund, the California Public Employees Retirement System, better known as CalPERS has been in the news this week with an announcement that they are going to be liquidating their $4B hedge fund allocation over the next year.  Apparently, the high costs and complexities, combined with their ability to scale the asset class relative to their $300B portfolio just isn’t worth the effort. While on the surface this...