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 Endowment Index® provides an objective tool used for portfolio comparison, investment analysis, research, and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit plans, defined contribution plans, pension plans and individual investors. The target asset allocation of the index for 2018 is: 36% Equity, 52% Alternatives, 8% Fixed Income, and 4% Liquidity.
Endowment Index® calculated by NASDAQ OMX®
|Source of Data||Ticker|
|Schwab Streetsmart Edge||$ENDOW|
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Who Should Implement the Endowment Index®
Foundation/Endowment: Foundations and Endowments can invest in the underlying ETF components of the Endowment Index® through a Separately Managed ETF Account managed by Endowment Wealth Management®. Please call Prateek Mehrotra, Chief Investment Officer, MBA, CFA®, CAIA®, at (920) 785 – 6010 to learn about our outsourced CIO services.
Individual Client: Individual investors can invest in the underlying ETF components of the Endowment Index® through a Separately Managed ETF Account managed by Endowment Wealth Management®. Please call Robert Riedl, Director of Wealth Management, CPA, CFP®, AWMA® at (920) 785 – 6010 to learn about our Private Wealth Management services.
401(K) Plan Sponsor/Adviser: Plan Sponsors/Advisers can now access the Endowment Investment Philosophy® through the Endowment Risk-Based Models. Please call Tim Landolt, MBA, Director of Institutional Services,at (920) 785 – 6012 to learn more.
Investment Adviser: Investment Advisers can now implement the Endowment Investment Philosophy® in a core satellite framework by using the Endowment Index® in the core and adding our 7 ETF based models as satellites. Please call Tim Landolt, MBA, Director of Institutional Services, at (920) 785 – 6012 to learn how to implement the Endowment Investment Philosophy® in your client portfolios. Learn more about our 7 ETF Based Models.