Asset Allocation
Falling Markets Send Endowment Index 7.5% Lower in Q3
Oil assets, MPLs were the top performers, while Chinese equities and real estate burdened the hypothetical portfolio.
Tag: Nasdaq OMX
Newsmakers
Endowment Index Falls Over 6% in First Quarter
Private equity and emerging market investments weigh down the portfolio, offsetting gains by oil and gas and commodities.
Newsmakers
Endowment Index Rises 14.59% in 2021
Oil and gas commodities led all asset classes with a 75.59% gain, while gold lost nearly 4%.
Global Equities Spur Endowment Index 6.17% Higher in Q2
Its performance just beat the 6.11% gain posted by a 60/40 stock/bond portfolio.
Market Moves
Endowment Index Rises 4.43% in First Quarter
Strong equity markets helped index outperform benchmark 60/40 index.
Asset Allocation
Endowment Index Ends Second Straight Year at Record High
Despite 10.14% rise during 2020, the index still underperformed a 60/40 stock-bond portfolio.
Asset Allocation
Endowment Index Returns Over 5% in Q3
China equities, timber, and private agriculture investments bolster robust quarterly gains.
Research
Increased Investor Risk Appetite Spurs Endowment Index Q2 Rebound
Index jumps 15.40% after plunging more than 20% during the first quarter.
Coronavirus - COVID-19
Endowment Index Tumbles over 20% in First Quarter
COVID-19 wipes out robust 2019 earnings in just three months.
Research
Endowment Index Surges 20.19% in 2019
China helps index rebound sharply from previous year’s 9% decline.
Endowment Index Falls 9% in 2018
Recession fears, trade wars, rate hikes, and a strong dollar weigh down index.
Endowment Index Declines Again in Q2, Lags Behind S&P
Index falls 0.41% during quarter, while S&P 500 gains 3.43%.
Endowment Index Declines 0.36% in Q1
Tracking portfolio reverses last year’s gains after surging in January.
Endowment Index Gains 17.6% in 2017
Index reports highest returns in eight years.