Endowment Index™ Outperforms S&P 500 Index for 1st Quarter of 2015
Appleton, WI. April 14, 2015. The Endowment Index™ calculated by Nasdaq OMX® increased 2.92% (on a total return basis) for the quarter ended March 31st, 2015. This compared to the S&P 500, which gained 0.95% for the same period.
Fourteen of the index’s 19 components provided a positive return for the quarter. On an attribution basis, the largest portion of the gains were provided by private equity (+0.70%), equity-emerging market/China (+0.68%), equity-international developed (+0.47%) and hedge strategies (0.31%). Only 5 components posted a negative return attribution during the quarter, three lowest of which were: global metals and mining (-0.11%), commodities (-0.10%), and gold (-.01%).
Visit EndowmentIndex.com to download an index fact sheet or spreadsheet containing longer term performance information or register to receive periodic Endowment Index™ updates.
- Endowment Index™ data is now available through InformaIS/Zephyr.
- The Endowment Index™ was recognized as one of five finalists for Index of the Year by ETF.com. The other finalists were the S&P 500, MSCI Low-Carbon Indexes, Bloomberg Dollar Index, and the EMQQ Index. The Bloomberg Dollar Index was awarded the honor.
ETF Model Solutions, LLC designs ETF-based investment solutions for advisers, institutions, retirement plans and individual investors based upon the Endowment Investment Philosophy®. The firm is the investment manager for the Endowment Multi Asset ETF Collective Investment Fund, a Collective Investment Trust (CUSIP 26923F105) available for use in 401(k) Plans.
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Contact: Tim Landolt, Managing Director, 920.785.6012.
Disclosure: Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice. Past performance is not necessarily indicative of future results. Investments involve risk and unless otherwise stated, are not insured or guaranteed. Be sure to consult with a qualified financial
advisor and/or tax professional before implementing any investment strategies discussed herein. ETF Model Solutions, LLC is registered as an investment adviser with the SEC. ETF Model Solutions is an affiliate of Endowment Wealth Management, Inc., an investment adviser registered with the State of Wisconsin. You cannot invest directly in an index. Indexes do not contain fees. Performance information contained in this presentation is provided net of any underlying exchange-traded fund expenses, does not include any other fees or expenses. Past performance is not necessarily indicative of future results. A copy of each firm’s respective disclosure document, Form ADV Brochure Part 2, is available upon request.
Award recognition does not qualify as an endorsement of any particular index, investment, or investment strategy. ETF Model Solutions, LLC does not make any solicitation payments to award sponsors in order to be nominated or to qualify for nomination of an award. Award criteria can be obtained from ETF.com