ENDOWMENT INDEX^®

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

The Endowment Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $600 billion in total assets.  Each of the 24 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 35.2% Equity/53.2% Alternatives/8% Fixed Inc./2.6% 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.

PRICE HISTORY

Period from 7/1/2000 through 7/14/2021. 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.

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RECENT NEWS

Endowment Index® Q1 2021 Fact Sheet

Press Release: Endowment Index® 1Q 2021 Performance...

Press Release: Endowment Index® 2Q 2021 Performance...

View Endowment Index News 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.