Tag: 60-40 portfolio

Asset Allocation October 25, 2022

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.

Newsmakers April 25, 2022

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 February 1, 2022

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%.