Endowment Index

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,562.01 Friday, decreasing 2.70% from the previous Friday’s close of 1,605.33. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index^® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. 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 contain fees.  

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,605.33 Friday, decreasing 0.07% from the previous Friday’s close of 1,606.47. 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 Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index^® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. 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 contain fees.  

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,606.47 Friday, increasing 1.84% from the previous Friday’s close of 1,577.41. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index^® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. 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 contain fees.  

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,517.54 to end 2020, the second consecutive year that the Index closed at a record high. The Index gained 10.14% in 2020 (on a total return basis), which compares to a Global 60-40 portfolio which increased 13.77% for the same period. For the fourth quarter, the Index gained 13.91% compared to a 10.08% increase for the Global 60-40 portfolio.  Link to Full Release

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,485.83 Friday, increasing 1.56% from the previous Friday’s close of 1,462.99.

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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index^® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. 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 contain fees.

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,462.99 Friday, increasing 1.72% from the previous Friday’s close of 1,438.31. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index^® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. 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 contain fees.

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,438.31 Friday, increasing 1.15% from the previous Friday’s close of 1,421.98. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index^® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. 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 contain fees.

The Endowment Index^® calculated by Nasdaq OMX^® (Symbol: ENDOW) closed at 1,390.57 Friday, increasing 5.38% from the previous Friday’s close of 1,319.59. 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 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index^® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. 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 contain fees.