Endowment Index™ YTD Results Benefit From Global Focus
One third of the way through 2015, the Endowment Index™, on a total return basis, is up 6.03%, outperforming domestically-focused equity indices such as the S&P 500 TR (+1.92%), Nasdaq Composite PR (+4.34%). For comparison, the Morningstar Moderate Target Risk has generated a +2.71 YTD result.
For comparison purposes, other YTD index results:
- Russell 2000 TR +1.65%
- Barclays US Aggregate Bond TR +1.24
- MSCI All Country World Price Return (US$) +4.60%
- MSCI EAFE Net Return (US$) + 9.16%
- MSCI Emerging Market Price Return (US$) +9.57%
- Morningstar Lifetime Moderate 2030 Target Date +3.37%
- Morningstar Long-Only Commodity +0.92%
All return data as of 4/30/2015. Source: Morningstar
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 Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 30,000 underlying securities. You can obtain real-time pricing data on the Endowment Index™ under the symbol “ENDOW” through major quote providers, including Google Finance. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6.
Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not have fees.
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