Market Moves
Endowment Index Rises 4.43% in First Quarter
Strong equity markets helped index outperform benchmark 60/40 index.
Tag: Endowment 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 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.