SEC Marketing Rule 206(4)-1, places new requirements on the distribution of hypothetical performance on investment advisers. To comply with the Rule, ETF Model Solutions will no longer provide Endowment Index® performance data via press release. Investment professionals, institutional investors, endowment managers, family office staff and accredited investors who wish to continue to receive Endowment Index® performance data should visit EndowmentIndex.com and sign up to receive future updates directly The Endowment Index® represents the investable opportunity for managers of portfoli ..read more

Appleton, WI October 18, 2022 — The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) declined 7.50% (on a total return basis) for the third quarter ended September 30, 2022. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which declined 6.81% over the same period.   Nineteen of the Index’s twenty-two components posted losses for Q3 2022 as federal reserve aggressively tightened monetary policy to curb rising inflation. The top performing component of the Index for Q3 was commodity – oil and gas, which gained 8.55%. Defensive and energy sectors performed ..read more

Part of the ETF marketing machine is launching thematic ETFs with a catchy symbol based on the latest trends.  However, not always does the ETF offer exposure to the desired theme as you might think it should.  For example, some investing themes may be too narrow and do not have enough established public companies trading in that niche to create a diversified portfolio that provides significant exposure to that theme.  Or, the underlying companies held in the ETF may have some, but not significant exposure to the targeted theme. Its not difficult to find the top or even the comp ..read more

Robert Riedl, CPA, CFP, AWMA, Managing Member of ETF Model Solutions and CEO and Director of Wealth Management for its affiliate, Endowment Wealth Management, Inc. was recently featured in the article titled Time to Take Control: Informed, Diversified Investors Can Weather Market Storms, which appeared in the most recent issue of Insight Magazine.  Rob’s quotes in the article include: On Q1 2020 financial market volatility: “Everyone didn’t even want to see what happened on their statements.” “But you need to open it and know your options.  And the investment options are plentiful ..read more

Titan CEO and headline sponsor Wipfli LLP are pleased to announce Prateek Mehrotra, Chief Investment Officer, Endowment Wealth Management as a 2023 Wisconsin Titan 100. The Titan 100 program recognizes Wisconsin’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. Collectively, the 2023 Wisconsin Titan 100 and their companies employ more than 100,000 individuals and generate $36 billion dollars in annual revenues.  This year’s honorees will ..read more

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,408.20 Friday, losing 2.76% from the previous Friday’s close of 1,448.15. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and ..read more

In 2018, The University of Texas System overtook Yale’s endowment as the second-richest US university. Now, the UT system is positioned to take the top spot. The University of Texas oversees 2.1 million acres in the Permian Basin, a vast oil rich region in Texas. UT System’s endowment is unique as crude and natural gas make up a significant portion of the portfolio. Many universities are shying away from fossil fuel investments and taking an ESG investing approach. Meanwhile, UT makes roughly $6 million a day by leasing their land to oil drillers. With soaring oil prices, the revenue generated ..read more

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,520.61 Friday, gaining 2.91% from the previous Friday’s close of 1,477.56. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and ..read more

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,477.56 Friday, falling 0.56% from the previous Friday’s close of 1,485.86 . The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds an ..read more

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,485.86 Friday, gaining 3.37% from the previous Friday’s close of 1,437.46. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and ..read more