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New Endowment Index Launched to Provide Independent Benchmark for Fiduciaries

By May 22, 2014No Comments

Endowment Index™ now available as a benchmarking tool for investors that manage multi-asset portfolios comprised of both traditional (stocks and bonds) and alternative (private equity, real assets, hedge funds) asset classes.

Appleton, WI (PRWEB) May 22, 2014

Endowment Wealth Management, Inc. in collaboration with ETF Model Solutions, LLC have launched the Endowment Index™ (Symbol: ENDOW) as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments. The Endowment Index, calculated by Nasdaq OMX® is an objective benchmark comprised of three major asset class building blocks: Global Equity, Global Fixed Income, and Alternatives which includes hedge funds, private equity and real assets. The Index is used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees, portfolio managers, consultants and advisors to endowments, foundations, trusts, defined benefit/defined contribution plans, pension plans and individual investors. The Endowment Index™ is a total return index and all underlying components are comprised of exchange-traded funds or other investable securities.

“The proliferation of exchange-traded products and mutual funds that offer alternative strategies in liquid form is leading to the increasing adoption by investors outside of the institutional endowment universe,” said Prateek Mehrotra, Chief Investment Officer of Endowment Wealth Management. “Until now, they’ve had to use a proxy or a custom benchmark for those portfolios. The Endowment Index™ now provides an appropriate benchmarking solution for investors that embrace the Endowment Investment Philosophy™.”

The use of alternatives has broadened beyond endowments. Recent studies by Barclays Prime Brokers estimates that use of liquid alternatives grew 43% to $137 billion in 2013, and that by 2018, assets in this space could stretch to between $650 and $950 billion. Index data can be accessed through most major quote providers and websites under the symbol “ENDOW”. For more information visit

Endowment Wealth Management, Inc. is an independent Private Wealth Management Firm using a Multi-Client Family Office service model, whose sole mission is to provide wealth sustainability for individuals, families, retirement plans, endowments, foundations and other institutions through the utilization of the Endowment Investment Philosophy™.

ETF Model Solutions, LLC, is third party investment manager and ETF strategist that builds investment models for 401(k) plans, Investment Advisors within their practice, Family Offices, Endowments, Foundations, Trusts, and Individual Investors. The Firm is the fund manager for the Endowment Multi-Asset ETF Collective Investment Fund, available for use in 401(k) and other retirement plans.

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. 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. While the firms are related and share corporate offices, Endowment Wealth Management, Inc. and ETF Model Solutions, LLC are each individually registered as an investment adviser in the State of Wisconsin. You cannot invest directly in an index. Indexes do not contain fees. A copy of each firm’s respective disclosure document, Form ADV Brochure Part 2, is available upon request.

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