Monthly Archives: November 2017

Endowment Index® Posts Gain For Week Ended 11/24/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,243.11, rising from last Friday’s close of 1,229.75. 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 include...

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Endowment Index® calculated by Nasdaq OMX® Dips for Week Ended 11/17/2017

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,229.75, falling from last Friday’s close of 1,232.08. 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 includ...

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EWM Weekly Capital Market Highlights for Week Ended 11/17/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: In the US, small cap equities outperformed large cap. The S&P 500 Index ended the week in negative territory for the second straight week. Outside the US, developed markets equities also lost steam, concluding the week in red. Emerging markets equities lead the way, up by over 110 basis points. The yield on the 10-Year Treasury Note slipped 2.35% after strong housing starts data was released. The dollar depreciated against a basket of major curren...

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EWM Weekly Capital Market Highlights for Week Ended 11/10/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: Domestic equity large cap stocks outperformed small caps, while growth-oriented stocks outperformed value. US equities outperformed international developed markets, while emerging markets was left relatively unchanged. The NASDAQ Composite Index, which is heavily weighted to information technology stocks, has had an especially strong year, returning over 30% as of Thursday, November 9. The NASDAQ has experienced 64 all-time closings highs this year, more t...

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Endowment Index® Closes Lower For Week Ended 11/10/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,232.08, falling from last Friday’s close of 1,235.83. 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 includ...

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EWM in the News: Real Assets Adviser Features EWM’s CIO Prateek Mehrotra in Comprehensive Perspective on the Endowment Model

Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of EWM is quoted extensively in this month's Real Assets Adviser magazine.  In an article titled Endowment Model Takes Its Lumps: It has been a rough year or two, but proponents remind detractors that the model is built for long-term investment strategies, author Steve Bergsman collects viewpoints from several industry professionals analyzing the broad asset allocation of the endowment model and how the various underlying asset cl...

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Weekly Unicorn News (November 2 ,2017)

Weekly Unicorn News features current articles about private technology companies whose ideas are dynamically changing our world. Investors refer to these private, venture-backed companies, all or most of which are valued at over $1 billion, as Unicorns, due to their rarity and size. This week's issue features LinkedIn's list of the 50 most sought-after startups and articles on SpaceX, Pinterest, 23andMe, Spotify, Lift, and Infor.  Click to read. ...

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