Most individuals look to mitigate taxation nearing retirement. This is due to the uncertainty of future tax rates as well as future earnings of the individual. Since income is usually high leading up to retirement, it is not uncommon for your adjusted gross income to be high as well. When other forms of income begin to develop, (pension, social security, RMDs) your marginal tax bracket is impacted.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,477.56 Friday, falling 0.56% from the previous Friday’s close of 1,485.86. 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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,485.86 Friday, gaining 3.37% from the previous Friday’s close of 1,437.46. 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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,437.46 Friday, gaining 3.05% from the previous Friday’s close of 1,394.98. 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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,394.98 Friday, falling 1.52% from the previous Friday’s close of 1,416.44. 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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,416.44 Friday, rising 0.24% from the previous Friday’s close of 1,413.02. 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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,413.02 Friday, declining 1.57% from the previous Friday’s close of 1,435.60. 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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,465.94 Friday, declining 3.60% from the previous Friday’s close of 1,50.76.
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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,520.76 Friday, declining 0.41% from the previous Friday’s close of 1,527.00.
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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,472.56 Friday, declining 1.08% from the previous Friday’s close of 1,488.65.
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 (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets as of 6/30/2021. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 48,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.
