The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) is a rules-based benchmark for investors who implement a three dimensional portfolio that incorporates alternative investments. This investable index is used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees,
The Endowment Multi-Asset ETF Collective Investment Fund, sponsored by Alta Trust for 401(k) Plans is a passive, indexed allocation based upon the asset allocations of over 800 university endowment funds. This globally-diversified core holding can be an alternative to a traditional balanced or target date fund, or considered as a QDIA option for your plan. CUSIP:26923F105
Advisors can enhance their practice with our TAMP/SMA ETF based models which provide exposure to three broad asset classes: Global Equity, Global Income (Short Duration Fixed Income, Global Fixed Income and Global Multi-Asset Income) and Liquid Alternatives (Hedge Funds, Real Assets and Private Equity).
Our name, “ETF Model Solutions®” embodies our purpose. Our firm utilizes exchange traded funds (ETFs) to create model portfolios and investment solutions designed to provide endowments, foundations, 401(k) plans, advisors, family offices, and investors with better investment outcomes. We use ETFs because they offer low-cost, broad diversification, access to unique asset classes and strategies, and tax efficiency from which ALL investors can benefit.
Our Firm implements the Endowment Investment Philosophy®, pioneered by major university endowments, which adds liquid alternatives to create a three dimensional portfolio comprised of global equities, global income, and liquid alts.
Whether you are an endowment, foundation, 401(k) consultant or Plan Sponsor, investment adviser, family office manager, or an individual investor, I invite you to learn more about our various ETF model solutions®, including the Endowment Index® calculated by Nasdaq OMX®, the Endowment Collective Investment Fund, sponsored by Alta Trust for 401(k) Plans, or our ETF-based SMA or TAMP models for advisers. We can also develop customized endowment-based investment solutions for institutions, family offices or high net worth investors.
To learn more, please tour our website where you can download fact sheets and informational brochures on our investment strategies, or, I invite you to contact me, Prateek Mehrotra, Chief Investment Officer at 920.785.6010 (Prateek@ETFModelSolutions.com) or Tim Landolt, Managing Director at 920.785.6012 (Tim@ETFModelSolutions.com) to arrange for a personalized introductory conversation. We look forward to working with you.
Please view our introductory video: