Press Release: Endowment Index™ 2018 Performance Update

By S Moore
In January 9, 2019
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Link to PR Newswire

Appleton, WI, January 9, 2019 –The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) declined 9.09% (on a total return basis) for the year ended December 31, 2018. This compares to the S&P 500, which declined 4.38% for the same period. For the 4th quarter, the Index declined 10.22% compared to a 13.52% decline in the S&P 500.

After a good start to the year, volatility returned in 2018.  A stronger U.S. dollar weighed on international and emerging markets throughout most of the second half of 2018, although there was no shortage of other investor concerns. Global recession fears, U.S. Federal Reserve rate hikes and higher interest rates, slowdown in corporate profits, an escalation in the U.S.-China trade dispute and other factors resulted in a global asset selloff that left few asset classes untouched.

Only three of the Index’s nineteen components posted gains in 2018.  International developed fixed income (+2.94%), US T-Bills (+1.70%), and managed futures (+0.32%). Eight of the Index’s components posted double digit losses for the year with the worst three being emerging markets-China (-28.05%), commodities-timber (-21.11%), and commodities oil & gas (-19.36%).

The Endowment index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or who otherwise incorporate alternative investments within a comprehensive asset allocation. The Index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/contribution plans and individual investors.

Visit EndowmentIndex.com to download longer term index price and performance data.

ETF Model Solutions, LLC serves its clients as an ETF strategist, designing and managing ETF-based investment solutions for advisers, institutions, retirement plans and individual investors based upon the Endowment Investment Philosophy™. The Firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. ETF Model Solutions, LLC also provides digital investment services to individual investors through the website, www.MyRoboAdviser.com.

Info: www.ETFModelSolutions.com or www.EndowmentIndex.com

Contact: Tim Landolt

920.785.6012

Disclosure: Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice. Past performance is not necessarily indicative of future results. Endowment Index™ results are presented net of any underlying constituent exchange-traded fund expenses. Investments involve risk and unless otherwise stated, are not insured or guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any investment strategies discussed herein. ETF Model Solutions, LLC is registered as an investment adviser with the SEC. ETF Model Solutions is an affiliate of Endowment Wealth Management, Inc., an SEC registered investment adviser. Registration does not imply a certain level of skill or training. You cannot invest directly in an index. Indexes do not contain fees. A copy of the Firm’s disclosure document, Form ADV Brochure Part 2, is available upon request.

ETF Model Solutions, LLC

2200 North Richmond Street, Suite 200

Appleton, WI 54911

920.785.6010

www.ETFModelSolutions.com