Endowment Index Gains 1.72% for Week Ended 11/27/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,462.99 Friday, increasing 1.72% from the previous Friday’s close of 1,438.31. 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 Increases 1.15% for Week Ended 11/20/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,438.31 Friday, increasing 1.15% from the previous Friday’s close of 1,421.98. 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 5.38% for Week Ended 11/6/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,390.57 Friday, gaining 5.38% from the previous Friday’s close of 1,319.59. 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 3.55% for Week Ended 10/30/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,319.59 Friday, declining 3.55% from the previous Friday’s close of 1,368.15. 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...

The Endowment Index Gained 0.13% for the Week Ended 10/23/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,368.15 Friday, increasing 0.13% from the previous Friday’s close of 1,366.34. 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 0.32% for Week Ended 10/16/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,366.34 Friday, declining 0.32% from the previous Friday’s close of 1,370.79. 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 3Q 2020 Performance Update

Link to full release Endowment Index® Third Quarter 2020 Performance Update  October 15, 2020.  Appleton, WI–The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) gained 5.05% (on a total return basis) for the third quarter ended September 30, 2020.   This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which increased 5.89% for the same period. The economic recovery continued in Q3 2020 and overall, equity markets...

Endowment Target Risk Model 3Q Update

Endowment Target Risk Updates are now available, with performance information through 9/30/2020.  Each of the respective models generated a positive return during the quarter: Endowment Conservative Allocation (+3.02%) Endowment Moderate Allocation (+4.9%) Endowment Aggressive Allocation (+5.83%) The models provide risk- appropriate investment allocations to serve as a complete portfolio solution.  Each model contains global equity, global fixed income and risk managed (hedge strategies, real assets and private equity) target...

The Endowment Index Gained 2.52% for Week Ended 10/9/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,370.79 Friday, increasing 2.52% from the previous Friday’s close of 1,337.15. 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 Increases 1.58% for Week Ended 10/2/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,337.15 Friday, increasing 1.58% from the previous Friday’s close of 1,316.32. 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...