Endowment Index™ Falls for Week Ending 1/24/2020

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,382.19 Friday, decreasing 1.28% from the previous Friday’s close of 1,400.10. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index™ Gains 20.19% in 2019, Best Annual Performance Since 2009

Link to PR Newswire Appleton, WI, January 10, 2020 — The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) gained 20.19% (on a total return basis) for the year ended December 31, 2019. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 19.11%. The Index ended 2019 at an all-time closing high of 1,377.82. 2019 started off strong with most asset prices rebounding from a...

Endowment Index™ Increases for Week Ending 1/10/2020

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,383.39 Friday, increasing 0.28% from the previous Friday’s close of 1,379.58. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Press Release: Endowment Index™ Gains 20.19% in 2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) gained 20.19% (on a total return basis) for the year ended December 31, 2019. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 19.11%. The Index ended 2019 at an all-time closing high of 1,377.82. 2019 started off strong with asset prices rebounding from a dismal Q4 2018 and ended with several major indexes at or near...

Endowment Index™ Increases 0.20% for Week Ending 1/3/2020

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,379.58 Friday, increasing 0.20% from the previous Friday’s close of 1,376.89. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index™ Gains 0.66% for Week Ending 12/27/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,376.89 Friday, increasing 0.66% from the previous Friday’s close of 1,367.82. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index™ Gains 0.96% For Week Ending 12/20/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,367.82 Friday, increasing 0.96% from the previous Friday’s close of 1,354.83. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Invesco Closing 42 ETFs

Invesco recently announced that they will be closing 42 ETFs, representing $1.3 billion in assets.  The closures are scheduled to occur in February of 2020.Over the past few years, Invesco has aquired a number of ETF issuers, and as a result, some redundancy has been built into their lineup. You can see the full list of ETFs that are closing, as well as the mutual fund changes on Invesco’s...

Nasdaq Publishes Proposal for “Intelligent Ticks”

Nasdaq is leading a coalition of market participants recommending to the SEC the adoption of a market-based approach where not tick would be wider than a tick’s average quoted spread.  The goal is to reduce costs for investors through tighter and  and more stable spreads.    As trading characteristics change over time, market forces would determine in which one of six “Intelligent Tick” buckets and equity would trade ($0.005,...

Endowment Index™ Gains 0.98% for Week Ending 12/13/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,354.83 Friday, increasing 0.98% from the previous Friday’s close of 1,341.64. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...