Endowment Index™ Gains 0.05%, Extends Weekly Winning Streak to 5 Weeks

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,331.51 Friday, gaining 0.05% from the previous Friday’s close of 1,330.80. 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...

Custodians Move to $0 Commissions Impacts Advisory Firms

Over the past month, large custodians including Schwab, Fidelity and others have eliminated commissions for both retail clients and RIA custody clients.  For some RIAs, especially those that offer services via wrap fees that previously were absorbing these costs, these RIAs need to evaluate whether or not their Form ADV disclosures need to be updated. Since trading costs no longer need to be considered in factoring in investment allocations,...

Endowment Index™ Gains 0.09%, Increases for Fourth Week in a Row

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,330.80 Friday, gaining 0.09% from the previous Friday’s close of 1,329.57. 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 1.07% for Week Ending 11/1/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,329.57 Friday, gaining 1.07% from the previous Friday’s close of 1,215.52. 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 0.44% for Week Ending 10/18/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,302.87 Friday, gaining 0.44% from the previous Friday’s close of 1,297.19. 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...

Model Expense Disclosure

The Model Weighted Average Net Expense Ratio applies only to the portion of the model that is comprised of mutual funds and/or ETFs. It reflects expense waivers or reimbursements from the fund companies, which may not be permanent. The data used to calculate the Model Weighted Average Net Expense Ratio is obtained from a third-party data provider and is believed to be accurate, but has not been verified by...

Factors to consider before adding a thematic ETF to your portfolio

In the quest to launch successful products, ETF sponsors have ventured into thematic segments of the financial markets. Think robotics, artificial intelligence, fintech, online retail, cyber security, etc. There has been mixed success among issuers, as some of these products have rapidly grown to $1 billion in AUM such as ETFMG’s Prime Cyber Security ETF (symbol: HACK), while others never gained traction and were closed within a year. Thematic...

Endowment Index™ Gains 1.04% for Week Ending 10/11/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,297.19 Friday, gaining 1.04% from the previous Friday’s close of 1,283.84. 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™ Q3 Performance Update

Link to PR Newswire Appleton, WI, October 10, 2019 — The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) declined 0.17% (on a total return basis) for the quarter ended September 30, 2019. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 0.33% for the same period. Year-to-date, the Index has increased 12.64%, which compares to the Global 60-40 Portfolio, which has gained 12.56% thus...

Endowment Index™ Declines 0.50% for Week Ending 10/4/2019

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,283.84 Friday, declining 0.50% from the previous Friday’s close of 1,290.23. 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...