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Why your stock and bond index funds outsmart Wall Street’s best and brightest

1. U.S. endowments lagged behind index funds by $468 billion over 20 years. 2. Average endowment annualized return: 6.7%, compared to 8.8% for a stock-bond portfolio. 3. Many endowments invested in risky alternative assets, underreporting volatility. 4. Current performance reports coincide with October endowment evaluations and market conditions. 5. Investing in index funds consistently beats professional fund management over long-term.

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FAQ

Why Bullish?

The article highlights the superiority of index funds, suggesting potential investor shifts towards ETFs like SPY. Historical data shows SPY generally outperforms actively managed funds, making it attractive.

How important is it?

The findings suggest a broader trend towards passive investment, which could positively affect SPY. Institutional investors reallocating funds to index strategies would benefit SPY's price.

Why Long Term?

Over time, continued underperformance of endowments could lead to increased investments in index funds like SPY, reinforcing its growth.

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