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.  Disclosure

PRICE HISTORY

Period from 7/1/2000 through 9/30/2019.  Past performance not necessarily indicative of future results.  Current performance may be lower or higher than past performance.

Follow the Endowment Index Real Time

RECENT NEWS

Press Release: Endowment Index™ Q3 2019 Performance...

Endowment Index™ Q3 2019 Fact Sheet

Endowment Index™ Q2 2019 Performance Update

Endowment Index™ Q2 2019 Fact Sheet

View Endowment Index News History

Sign Up Below to receive more information about the Endowment Index

To receive the current fact sheet and Index data history please provide a valid email address, then click “CONTINUE“.  Please do not fill out your First Name/Last Name/Company Name until your email has been verified (don’t worry- it only takes a few seconds).

If you don’t receive an email containing information on the index within a few minutes, please check your spam or junk-mail folder.  If your requested information is not in your spam/junk folder-  don’t give up!   Just send an email request to  info@etfmodelsolutions.com, or call us at 920.785.6012 and we will gladly get this information out to you. 

*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.