Tag: Endowment Index

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

Private equity and emerging market investments weigh down the portfolio, offsetting gains by oil and gas and commodities.

Newsmakers February 1, 2022

Oil and gas commodities led all asset classes with a 75.59% gain, while gold lost nearly 4%.

July 21, 2021

Its performance just beat the 6.11% gain posted by a 60/40 stock/bond portfolio.

Market Moves April 15, 2021

Strong equity markets helped index outperform benchmark 60/40 index.

Asset Allocation January 15, 2021

Despite 10.14% rise during 2020, the index still underperformed a 60/40 stock-bond portfolio.

Asset Allocation October 21, 2020

China equities, timber, and private agriculture investments bolster robust quarterly gains.

Research July 20, 2020

Index jumps 15.40% after plunging more than 20% during the first quarter.

Coronavirus - COVID-19 April 22, 2020

COVID-19 wipes out robust 2019 earnings in just three months.

Research January 14, 2020

China helps index rebound sharply from previous year’s 9% decline.

Research July 17, 2018

Index falls 0.41% during quarter, while S&P 500 gains 3.43%.

Research April 13, 2018

Tracking portfolio reverses last year’s gains after surging in January.

Research January 17, 2018

Index reports highest returns in eight years.