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Endowment Index™

Endowment Index™ Updates Asset Allocation for 2018

By February 1, 2018No Comments

Link to Press Release

Thursday, February 1, 2018 Appleton, WI. The Endowment Index, calculated by NasdaqOMX® (symbol: ENDOW) has reconstituted and rebalanced its overall asset allocation for 2018 to maintain true representation, as follows:

Endowment Index 2018 Target Asset Allocation (%)

Index updates are effective Thursday, February 1, 2018.  The Endowment Index represents the investable opportunity for managers of portfolios utilizing an Endowment investment methodology or otherwise incorporate alternative investments within a comprehensive asset allocation strategy.                                               

2017 Performance

The Endowment Index gained 17.61% (total return) for the calendar year ended December 31, 2017.  For the fiscal year as measured by most endowments (ended June 30, 2017), the Endowment Index returned +13.86%, which compared to the average university endowment portfolio return of +12.20% (net of fees), as reported by the Commonwealth NACUBO study.

About the Endowment Index calculated by Nasdaq OMX®

The Endowment Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets.  Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 33,000 underlying securities.  Real-time pricing data on the Endowment Index can be viewed under the symbol “ENDOW” through major quote providers, including Bloomberg as well as public websites such as Google and Yahoo Finance. The Morningstar® Index ID for the Endowment Index is F00000TPG6.

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 adviser 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.  Registration does not imply any level of skill or training, nor does it imply endorsement by the SEC or and other securities regulatory authority.  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 the Firm’s disclosure document, Form ADV Brochure Part 2, is available upon request.

EWM e_logo_reg_tm_square 12.2017

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