Endowment Index® Falls for Week Ending 2/28/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,281.59 Friday, falling 7.38% from the previous Friday’s close of 1,383.69. 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 1.20% Gain for Week Ending 2/14/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,390.32 Friday, gaining 1.20% from the previous Friday’s close of 1,373.86. 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...

CalPERs Size Restricts its Alternative Asset Exposure

CalPERs $402 billion pension fund (as of 2/7/20) relies more heavily on traditional equity and fixed income than many of its U.S. pension plan peers.  Less than 20% of CalPERS portfolio is held in alternative investments.  This is not necessarily by choice, as CalPERs staff has indicated that the fund’s extreme size makes it difficult for them to invest at scale in private asset classes such as private equity...

Endowment Index® Gains 1.51% for Week Ending 2/7/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,373.86 Friday, gaining 1.51% from the previous Friday’s close of 1,353.47. 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 (like...

Five Top Tech Stocks Now Comprise 18% of S&P 500

From the “know what you own” department, the top 5 stocks in the S&P 500 now make up 18% of the index, according to a recent report from Goldman Sachs.  Facebook (FB), Amazon (AMZN), Apple (AAPL), Microsoft (MSFT) and Google (GOOG) make up the highest concentration at the top of the index since 2000, when Cisco (CSCO), General Electric (GE), Intel (INTC) and ExxonMobil (XON) comprised 18% of the...

Endowment Index™ Declines for Week Ending 1/31/2020

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,353.47 Friday, decreasing 2.08% from the previous Friday’s close of 1,382.19. 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 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...