Second Quarter 2021 Endowment Index Performance Update

APPLETON, Wisconsin., July 14, 2021 / PRNewswire / – The Endowment Index® Calculated by Nasdaq OMX® (Ticker: ENDOW) Gained 6.17% (on a Total Return Basis) for the Second Quarter Ended June 30th, 2021. This compares to the Global 60-40 Portfolio (60% equities, 40% bonds), which increased by 6.11% for the same period.

Global equity markets continued to climb in the second quarter of 2021, with many indexes setting new records throughout the quarter. This strong performance is attributable to the continued deployment of Covid-19 vaccines and an overall strong economy. Beyond the stock markets, inflation data has received a lot of attention as the Consumer Price Index (CPI) has posted high year-over-year increases and the unemployment rate US fell to 5.9%.

Twenty-one of the index’s twenty-two components posted gains for the second quarter of 2021, four of which posted double-digit gains. The best performing component of the index for the second quarter of 2021 was publicly traded MLPs, which gained 22.00%. Short-term Treasuries were the only negative performance, posting a loss of -0.03% for the quarter.

Asset class

Q2 2021
Switch
(%)

Asset class

Q2 2021
Switch
(%)

Listed MLP

22.00

International developed actions

5.22

Commodity – Oil and gas

6.30 p.m.

Merchandise – Wood

4.83

Commodities / Div-Futures

13.79

Intl. Immovable

4.50

Domestic real estate

11.66

Emerging Mkt Fixed Inc

4.43

Merchandise – Met / Mine

9.22

Gold

4.20

Private equity / CR

8.91

Merchandise – Infrastructure

3.08

American equities

8.28

Private debt in difficulty

2.29

Global Equities

7.08

Domestic landline Inc.

2.00

Managed Futures

5.96

Hedge funds

1.79

Emerging Markets

5.78

Intl Developed Fixed Inc

0.27

Em. Market actions – China

5.53

Liquidity – Treasury bills

-0.03

The endowment index represents an investment opportunity for portfolio managers using the endowment® investment philosophy or who otherwise integrate alternative investments into a full asset allocation. The Endowment Index measures the performance of a multi-asset, globally diversified, three-dimensional portfolio that includes global equities, global fixed income and alternative investments (such as private equity, hedge funds and real assets). construction methodology based on portfolio allocation data obtained from more than 700 educational institutions that collectively manage more than $ 637 billion to 06/30/20. Each of the 22 sub-indices that currently make up the Index is investable and contained in these sub-indices includes more than 47,000 underlying securities.

Visit EndowmentIndex.com to download longer-term index price and performance data.

ETF model solutions, LLC serves clients as an ETF strategist, designing and managing ETF-based investment solutions for advisors, institutions, pension plans and individual investors based on the Endowment Investment Philosophy®. The company offers diversified target risk models based on ETFs and asset class models for use by investment advisers and pension plans. ETF Model Solutions, LLC also provides digital investment services to individual investors through the website, www.MyRoboAdviser.com.

Contact: Tim Landolt MBA, Managing Director, 920.785.6012
Info: www.ETFModelSolutions.com or www.EndowmentIndex.com

Disclosure: The information presented for educational purposes only and is not intended as an offer or a solicitation for the sale or purchase of any specific securities, investments or investment strategies, nor should it be construed as the provision of investment advice. You cannot invest directly in an index. The indexes do not contain fees. A previous performance is not necessarily indicative of future results. Investments involve risk and, unless otherwise stated, are neither insured nor guaranteed. The performance information provided is net of the charges of the underlying exchange traded funds, but does not include any other fees or expenses. ETF Model Solutions, LLC is registered as an investment advisor with the SEC. Registration does not imply any level of skill or training, nor approval from the SEC or any other securities regulatory authority. A copy of the firm’s backgrounder, Form ADV Brochure Part 2, is available on request.

Media contact:
Sam moore
920-785-6010
[email protected]

Cision

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SOURCE ETF Model Solutions, LLC

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