ENDOWMENT INDEXTM

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FINALIST FOR ETF.COM’s “INDEX OF THE YEAR” AWARD FOR 2014

To request an Endowment IndexTM Quarterly Fact Sheet, or obtain a download of historical daily index data, please scroll to the bottom of this page and complete the request form.

The Endowment IndexTM represents the investable opportunity for managers of portfolios utilizing the Endowment Investment PhilosophyTM or otherwise incorporate alternative investments within a comprehensive asset allocation.  The index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/defined contribution plans, pension plans and individual investors.

The Endowment IndexTM 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 30,000 underlying securities. The current target allocation is 36% Equity/52% Alternatives/8% Fixed Inc./4% Liquidity.     Disclosure

PRICE HISTORY

Period from 7/1/2000 through 6/30/2018.  Past performance not necessarily indicative of future results.  Current performance may be lower or higher than past performance.

TRACK THE ENDOWMENT INDEXTM REAL TIME

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

 

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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.

Award recognition does not qualify as an endorsement of any particular index, investment or investment strategy.  ETF Model SolutionsTM does not make solicitation payments to award sponsors in order to be nominated or to qualify for the nomination of an award. For information on the Index of the Year award, visit ETF.com.

 

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