• Endowment Index®-based allocation:
    • Endowment Index at core can improve liquidity without significant loss in performance
    • Replace under-performing active managers with lower cost, Endowment Index-based allocation
    • Endowment Index-based allocation can be used to manage liquidity portion of portfolio to better match overall portfolio and limit performance drag
  • Outsourced CIO model can reduce costs
  • Unique and differentiated models
  • Allow use of the Core-Satellite portfolio construction methodology to lower overall costs while maintaining better risk-adjusted returns
  • Using our models at the core, helps reduce money manager fees

Recent Tweets

  • Press Release: 1Q 2021 Endowment Index Performance Update - https://t.co/4TkoPH2CqE
  • Endowment Index Gains 1.13% for Week Ending 4/9/2021 - https://t.co/nLvAa5OMEl
  • Endowment Index Increases 0.97% for Week Ended 4/2/2021 - https://t.co/udLBQxgkZU