Financial advisors scaling business through model portfolios

A recent study by Broadridge Financial Solutions indicated that that 85% of financial advisers currently use model portfolios and that over half of advised assets (54%) are in model portfolios. More advisers are using model portfolios to become more efficient as the advisory business becomes more complex. Advisors credit the following reasons for using investment models in their practice: Business scalability leveraging investment management experts focusing efforts on client...

Endowment Index™ Declines 0.07% for Week Ending 7/12/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,301.35 Friday, declining 0.07% from the previous Friday’s close of 1,302.27. 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™ Gained 2.34% in Q2 2019, Up 12.84% YTD

Link to PR Newswire Appleton, WI, July 12, 2019 — The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) gained 2.34% (on a total return basis) for the quarter ended June 30, 2019. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 3.61% for the same period. Year-to-date, the Index has increased 12.84%, which compares to the Global 60-40 Portfolio, which has gained 12.19% thus...

80% of the stock market is now on autopilot

Passive investments control about 80% of the equity assets while quantitative funds (trend following models) account for 20% of market share. Passive Funds have attracted $39 billion in inflows during first half of 2019, while active funds have lost $90 billion. (link to article: https://tinyurl.com/y62es57r)

Endowment Index™ Posts Slight Gain For Week Ended 6/14/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,263.79 Friday, rising 0.17% from the previous Friday’s close of 1,261.66. 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™ Posts 2.12% Gain for Week Ended 6/7/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,261.66 Friday, rising 2.12% from the previous Friday’s close of 1,235.51. 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™ Closes Lower For Week Ended 5/31/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,235.51 Friday, declining 1.04% from the previous Friday’s close of 1,248.55. 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™ Declines 0.75% for Week Ended 5/24/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,248.55 Friday, declining 0.75% from the previous Friday’s close of 1,258.03. 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™ Falls 0.91% for Week Ended 5/17/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,258.03 Friday, declining 0.91% from the previous Friday’s close of 1,269.56. 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™ Declines 1.91% for Week Ended 5/10/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,269.56 Friday, declining 1.91% from the previous Friday’s close of 1,294.28. 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...