• The Endowment Moderate Allocation model seeks to replicate the allocation of the Endowment Index™.
  • Can be added as an investment option for participants in  existing plans without changing providers
  • Offers a unique passive investment option to participants that goes beyond simple stock-bond allocations to include alternative investments
  • Offer an alternative to Target Date Funds which could be overweight U.S. Treasury Bonds and have greater interest rate risk

Recent Tweets

  • Endowment Index Gains 1.90% for Week Ended 3/12/2021 - https://t.co/wlw0HInKh6
  • Endowment Index Gains for Week Ended 3/5/2021 - https://t.co/1uCRvpULM6
  • U.S. Economy Optimism Takes Off On Vaccines, Stimulus Checks: IBD/TIPP https://t.co/29hNSazsws via @IBDinvestors