ENDOWMENT INDEX®

 

 

 

FINALIST FOR ETF.COM’s 2014 “INDEX OF THE YEAR” AWARD 

The Endowment Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $630 billion in total assets.  Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 34,000 underlying securities. The current target allocation is 34% Equity/54% Alternatives/8% Fixed Inc./4% Liquidity.

The Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation.  The index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/defined contribution plans, pension plans and individual investors.

ETF Model Solutions, LLC is the creator and owner of the Endowment Index.  Nasdaq OMX is the calculation agent.

Period from 7/1/2000 through 1/14/2022. You cannot invest directly in an index. Indexes do not contain fees. Past performance not necessarily indicative of future results.  Current performance may be lower or higher than past performance. See Disclosure for important information on back testing.

 

INVEST LIKE THE ENDOWMENT INDEX

 

ETF Model Solutions created the Endowment Moderate Allocation which seeks to replicate the holdings, target allocations and long-term performance of our Endowment Index calculated by NASDAQ OMX.  ETF Model Solutions utilizes separate accounts for our clients when investing in our Endowment Index allocation and other risk managed ETF model allocations. Unitized accounts are  available for clients to use in their 401(k) plans on the MidAtlantic’s ModelxChange platform.   To learn more about our ETF model solutions and our Endowment Index calculated by NASDAQ OMX please contact Tim Landolt, Managing Director (920) 785-6012 or email Tim@ETFModelSolutions.com.

 

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PRESS RELEASE HISTORY

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      *Refers to underlying components.   Reported index results do not have fees and expenses. You typically cannot invest directly into an index.

      Award recognition does not qualify as an endorsement of any particular index, investment or investment strategy.  ETF Model Solutions does not make solicitation payments to award sponsors in order to be nominated or to qualify for the nomination of an award. For information on the Index of the Year award, visit ETF.com.