Le Lézard
Classified in: Business

Endowment Index® Gains +4.07% During Q3 as Bull Market in Private & Global Public Equities Continues

APPLETON, Wis., Oct. 6, 2017 /PRNewswire/ -- The Endowment Index® calculated by Nasdaq OMX® closed at an all-time high of 1,215.48 to end the third quarter of 2017, an increase of +4.07% on a total return basis over its 2Q closing price.  Comparatively, the S&P 500 gained 4.48% during this same period.  The Endowment Index® has gained +13.37% in 2017, vs. 14.24% for the S&P 500.

The broad and favorable upward bias of global markets from the first half of 2017 continued into the 3rd quarter.  All but one of the Index's 19 components posted gains during Q3. Energy & natural resources- metals & mining (+14.66%) and oil & gas (+7.69%) were the two best performing components.  However, their relatively small weighting provided nominal contribution to the Index's increase.  Private equity, along with all 4 equity components (domestic, international-developed, international-emerging market and international-emerging market/China) comprised 62% of the Index's gain during Q3.  The only declining component was managed futures, which closed the quarter with a fractional loss.

Visit EndowmentIndex.com to download an Index fact sheet or spreadsheet containing longer term performance information and sign up to receive periodic Endowment Index® updates.

ETF Model Solutions, LLC designs ETF-based investment solutions for advisers, institutions, retirement plans and individual investors based upon the Endowment Investment Philosophy®.  The Firm is the investment adviser to MyRoboAdviser.com, a digital investment advisory service that provides investment solutions to individual investors based upon holdings within the Endowment Index®.

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

Disclosure:  Information presented is for informational and educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  Past performance is not necessarily indicative of future results. Current performance may be lower or higher than the performance data cited.  You cannot invest directly in an index. Indexes do not contain fees.  Performance information contained in this presentation is provided net of any underlying exchange-traded fund expenses, does not include any other fees or expenses.  All investments are subject to risk and unless otherwise stated, are not insured or guaranteed.  You should not assume that any investments or strategies discussed herein are or will be profitable.  You should consult with an adviser and consider your goals, risk tolerance, and the risks and costs of investing before making any investment decision.  The S&P 500 is a widely-used barometer of U.S. stock market performance; as a market-weighted index of leading companies in leading industries, it is dominated by large-capitalization companies.

SOURCE ETF Model Solutions, LLC

These press releases may also interest you

at 13:03
PIMCO, a leading global investment management firm, has hired Sung-Hee Suh as a Managing Director, Global Head of Regulatory Risk and Compliance. Ms. Suh will be based in PIMCO's Newport Beach office and...

at 13:00
Canada is building a highly capable, flexible military with the ability to operate closely with allies and partners. The competitive process to replace Canada's fighter fleet represents the most significant investment in the Royal Canadian Air Force...

at 13:00
SAP SE CEO Bill McDermott today announced a series of planned investments for SAP's operations in France over the next five years to accelerate the company's digital strategy and support France's growing position as a hub of innovation....

at 13:00
On behalf of the Honourable Mélanie Joly, Minister of Canadian Heritage, the Honourable Kent Hehr, Minister of Sport and Persons with Disabilities, today announced $65,000 in funding for the School of Alberta Ballet's 2018?19 Training in Arts...

at 13:00
EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Philip Westphal has joined the firm's commercial property/casualty team in Sacramento, CA as a Risk Advisor/Broker in EPIC's Healthcare Practice....

at 13:00
NetVision Resources, Inc. (NVR), a trusted provider of comprehensive IT solutions and services to leading businesses and government agencies, announced today plans to expand in the Washington, DC metro area by opening a new office in Baltimore...

News published on 6 october 2017 at 08:07 and distributed by: