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Endowment Index Declines for Week Ended 3/19/2021

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,584.96 Friday, decreasing 0.76% from the previous Friday’s close of 1,597.17. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.  

Endowment Index Posts Gain for Week Ending 3/12/2021

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,597.17 Friday, increasing 1.90% from the previous Friday’s close of 1,567.42. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.  

Endowment Index Gains for Week Ended 3/5/2021

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,567.42 Friday, increasing 0.35% from the previous Friday’s close of 1,562.01. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.  

Endowment Index Declines 0.07% for Week Ended 2/19/2021

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,605.33 Friday, decreasing 0.07% from the previous Friday’s close of 1,606.47. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.  

Endowment Index Gains 1.84% for Week Ended 2/12/2021

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,606.47 Friday, increasing 1.84% from the previous Friday’s close of 1,577.41. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.  

Press Release: Endowment Index® 2020 Performance Update

By Endowment Index

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,517.54 to end 2020, the second consecutive year that the Index closed at a record high. The Index gained 10.14% in 2020 (on a total return basis), which compares to a Global 60-40 portfolio which increased 13.77% for the same period. For the fourth quarter, the Index gained 13.91% compared to a 10.08% increase for the Global 60-40 portfolio.  Link to Full Release

Endowment Index Declines 0.01% for Week Ending 12/25/2020

By Endowment Index

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,500.53 Thursday, declining 0.01% from the previous Friday’s close of 1,500.61.

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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.

 

Endowment Index Gains 1.50% for Week Ending 12/18/2020

By Endowment Index

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,500.61 Friday, increasing 1.50% from the previous Friday’s close of 1,478.15.

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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.

 

Endowment Index Gains 1.56% for Week Ending 12/4/2020

By Endowment Index

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,485.83 Friday, increasing 1.56% from the previous Friday’s close of 1,462.99.

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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.

Endowment Index Gains 1.72% for Week Ended 11/27/2020

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,462.99 Friday, increasing 1.72% from the previous Friday’s close of 1,438.31. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 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.