ENDOWMENT INDEX

The Endowment Index® uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 47,000 underlying securities. The current target allocation is 32% Equity/57% Alternatives/8% Fixed Inc./3% Liquidity... The Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation. The index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/defined contribution plans, pension plans and individual investors... ETF Model Solutions, LLC is the..

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