The Endowment Target Risk ETF models are 3 ultra-diversified, multi-asset strategic asset allocation models that implement the Endowment Investment Philosophy®, a long-term strategic approach to investing pioneered by large university endowment fund managers seeking to improve longer-term risk-adjusted returns.
defined contribution/401(k) plans. Advisers, Plan Sponsors should consider the models as an alternative or compliment to traditional balanced or target date funds.
The Endowment Risk models may also be utilized as core client holdings within an SMA/UMA. The models are available on Fidelity’s Separate Account Network.
defined contribution/401(k) plans. Advisers, Plan Sponsors should consider the models as an alternative or compliment to traditional balanced or target date funds.
The Endowment Risk models may also be utilized as core client holdings within an SMA/UMA. The models are available on Fidelity’s Separate Account Network.
Seamlessly Add Endowment Target Risk Models As Investment Options To 401K Plans
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