ETF Model Solutions, LLC is a third party ETF strategist. We are unique in that we implement the Endowment Investment Philosophy®, pioneered by major university endowments, adding liquid alternatives to create three-dimensional portfolios comprised of global equities, global income, and liquid alts.
Our Endowment Target Risk Models are passive, indexed allocations based upon the asset allocations of over 700 university endowment funds. These globally-diversified core holding can be an alternative to a traditional balanced or target date fund.
Our bespoke Endowment ETF based models include Global Equity, Global Income, Short Duration Fixed Income, Global Fixed Income, Global Multi-Asset Income, Hedge Funds, Real Assets and Private Equity. Advisers, family offices or institutions can select from these modular models to build a customized liquid Endowment asset allocation.
ETF Model Solutions, LLC is the creator of the Endowment Index® calculated by NasdaqOMX®.