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The Endowment IndexTM is an objective 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, portfolio managers, consultants and advisors to endowments, foundations, trusts, DB/DC plans, pension plans and individual investors.  The Endowment Index™ has been co-created by Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. Please read disclosure.

Past performance not necessarily indicative of future results

Source of Data Ticker
Google Finance ENDOW
Yahoo! Finance ^ENDOW
Schwab Streetsmart Edge $ENDOW
Morningstar ID F00000TPG6
Bloomberg ENDOW

NEWS

  • October 16, 2014.  The Endowment Index™ declined 2.77% (total return) for the 3rd quarter ended September 30, 2014.  Nearly half of the decline in the index was attributed to the private equity and venture capital index allocations within the portfolio.  Four of the 19 index components (emerging market bonds, emerging market equities, managed futures, and domestic bonds) generated a positive return during the quarter.

    May 22, 2014. Endowment Index™ Launch Announced by ETF Model Solutions, LLC and Endowment Wealth Management, Inc.  To read the release, see: Endowment IndexTM Press Release.

  • May 7, 2014.  Effective Monday, May 19, 2014, NASDAQ OMX® will begin dissemination of the Endowment Index™ (Symbol: ENDOW) on the Global Index Data Service 2.0 (GIDS 2.0).  For Entire Release see: NASDAQ OMX Announces Launch of the Endowment Index Effective May 19, 2014

Endowment Investment Philosophy®

The Endowment Investment Philosophy® builds portfolios using an asset allocation methodology pursued by major universities like Yale and Harvard because it offers the potential for superior risk-adjusted returns and lower volatility for portfolios with long-term investment horizons. This investment philosophy expands the number of asset classes and strategies used to create a portfolio beyond stocks and bonds by including alternative investments such as hedge funds, private equity, and real assets in addition to traditional stocks and bonds in a global framework.

EWM_Philosophy2

 

You Can Implement the Endowment Investment Philosophy® as a:

The investments below are not invested in the Endowment Index™; you cannot  invest directly in the Endowment Index™. Indexes do not have fees.  Investments are not guaranteed, not bank insured and may lose value.  Investing involves risk, including possible loss of principal. Investors should assess for themselves their objectives, fees, and the risks involved before making any investment decision.

  • Foundation/Endowment:
    Foundations and Endowments can invest in the underlying ETF components of the Endowment Index™ through a Separately Managed ETF Account managed by Endowment Wealth Management. Please call Prateek Mehrotra, Chief Investment Officer, MBA, CFA®, CAIA, at (920) 785 – 6010 to learn about our outsourced CIO services. Please sign-up below to receive the Endowment IndexTM fact sheet and periodic updates.

 

  • Individual Client:
    Individual investors can invest in the underlying ETF components of the Endowment Index™ through a Separately Managed ETF Account managed by Endowment Wealth Management. Please call Robert Riedl, Director of Wealth Management, CPA, CFP®, AWMA® at (920) 785 – 6010 to learn about our Private Wealth Management services. Please sign-up below to receive the Endowment IndexTM fact sheet and periodic updates.

 

  • 401(K) Plan Sponsor/Adviser:
    Plan Sponsors/Advisers can now access the Endowment Investment Philosophy® through the Endowment Multi-Asset ETF Collective Investment Fund (CIF), sponsored by Alta Trust. This globally-diversified Fund may serves as an alternative to a traditional balanced or target date fund. In addition, the CIF may be considered for a QDIA option for your plan. Please call Tim Landolt, Managing Director, MBA, at (920) 785 – 6012 to learn about this fund and how you could add it to your 401(K) investment lineup. Please sign-up at ETF Model Solutions to receive the Endowment Collective Fund brochure and periodic updates.

 

  • Investment Adviser:
    Investment Advisers can now implement the Endowment Investment Philosophy® in a core satellite framework by using the Endowment Index™  in the core and adding our 7 ETF based models as satellites. Please call Tim Landolt, Managing Director, MBA, at (920) 785 – 6012 to learn how to implement the Endowment Investment Philosophy® in your client portfolios. Learn more about our 7 ETF Based Models.

 

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*Refers to underlying components.   Reported index results do not have fees and expenses. You typically cannot invest directly into an index.