Endowment Index™

Endowment Index® Posts Gain for week ended 9/29/2017; + 4.07% in 3Q; +13.37% YTD in ’17

By September 29, 2017 No Comments

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) ended today at 1215.48, rising from last Friday’s close of 1,214.15.  The close of trading today marks the end of the 3rd quarter.  On a preliminary basis, the Index spurted +4.07% during the 3rd quarter, and gained+13.37% YTD over the 1,072.11 close on 12/31/2016.  A more detailed report will be provided in an upcoming press release and quarterly fact sheet to be posted at www.EndowmentIndex.com, where you can sign up to receive email alerts when Index updates are released.

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 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.

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