Endowment Index® Updates Asset Allocation For 2016

APPLETON, Wis., Feb. 3, 2016 /PRNewswire/ -- The Endowment Index®, calculated by Nasdaq OMX® has reconstituted and rebalanced its overall asset allocation for 2016 to maintain true representation, as follows:

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Endowment Index® 2016 Target Asset Allocation (%)

These index updates are effective Wednesday, February 3, 2016.  The Endowment Index® represents the investable opportunity for managers of portfolios utilizing an Endowment investment methodology or otherwise incorporate alternative investments within a comprehensive asset allocation strategy.

2015 Performance

The Endowment Index® declined 3.17% (total return) for the calendar year ended December 31, 2015.  When compared to the fiscal year as measured by most endowments (Ended June 30, 2015), the Endowment Index returned +3.61%, which compared to the average university endowment portfolio, which returned +2.24% (net of fees), as reported by the Commonwealth NACUBO study.

About the Endowment Index® calculated by Nasdaq OMX®

The Endowment 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 32,000 underlying securities.  Real-time pricing data on the Endowment Index® can be viewed under the symbol "ENDOW" through major quote providers, including Google Finance. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.

To download Endowment Index® historical pricing data, obtain a fact sheet containing comparative performance information to other major indices, or learn more, visit www.EndowmentIndex.com. 

The Endowment Index® has been co-created by ETF Model Solutions, LLC and Endowment Wealth Management, Inc.  ETF Model Solutions, LLC is the portfolio manager for the Endowment Multi-Asset ETF Allocation, a collective investment trust sponsored by Alta Trust.  Contact:  Tim Landolt, Managing Director, 920.785.6012.

Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  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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SOURCE ETF Model Solutions, LLC