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Featured News
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Featured News
280 Results-
22 Jan, 2018
Angeles Investment Advisors Hires Senior Investment Team; Opens New Office
Angeles Investment Advisors announced today the hiring of David Brief, CFA and Brandon Pevnick, CFA, formerly of the investment office of the Jewish Federation of Metropolitan Chicago.
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22 Jan, 2018
ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE
David Brief was named senior managing director and head of the Angeles Investment Advisors' new Chicago office, said Michael Rosen, co-founding principal and chief investment officer of the investment consultant.
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22 Jan, 2018
TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS
"The tech giants control such an enormous part of our lives online, financial services could be one of those things that could make sense for them to offer," said Michael A. Rosen.
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8 Jan, 2018
EMERGING MARKETS GURU MARK MOBIUS TO RETIRE
"When he started, there was no Internet and you could barely make a phone call," said Mr Michael Rosen, CIO at Angeles Investment Advisors in Santa Monica, California. "People on the ground had a distinctive advantage."
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7 Nov, 2017
SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE
Michael Rosen, Angeles Advisors CIO, says most investors prefer to make their own asset allocation choices"deciding for themselves whether stocks are worth the risk"and don't want to pay equity-fund-level management fees on idle money.
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26 Oct, 2017
Bond Managers Who Can Go Anywhere May End Up in the Wrong Place
Michael Rosen remains skeptical. As a group, he says, unconstrained bond funds have yet to prove they can add value for investors. "They asked for fewer constraints so they could make bets and show how smart they are".
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11 Sep, 2017
ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS
Derrick Cruz was named director of private markets at Angeles Investment Advisors, said Michael A. Rosen, principal and chief investment officer.
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17 Mar, 2016
HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE
Many managers spend their entire careers at Wellington, said Michael Rosen, CIO at Angeles Investment Advisors in Los Angeles, where he helps oversee $25 billion. "If you have been there for 20 years, you are the new kid at the firm," Rosen said.
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5 Feb, 2016
BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN
"Bridgewater has a unique culture, and one of the most successful long-term track records in the history of investing. I suspect those two observations are probably connected,"" said Michael Rosen, CIO of Angeles Investment Advisors.
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27 Jan, 2016
Angeles Investment Advisors Admits New Member
Angeles Investment Advisors announced today that Aaron Azelton, Gina Cadei and Susan Yun Lee have been admitted as new members of the company. Angeles is now wholly owned by eleven employees.
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11 Jan, 2016
BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO
Mr. Rosen said the Baird approach had produced strong investment results, despite avoiding macro bets. "Using a baseball term, do you swing for the fences or do you hit bunt singles .. If you can do enough of those bunt singles, it adds up".
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30 Nov, 2015
CONSULTING FIRMS ANSWER ASSET OWNER CALLS FOR ACCOUNTABILITY
Michael Rosen said in a phone interview: "Since the crisis, the advice and analysis of consultants is more greatly valued. But at the same time, (we're) more likely to be held accountable for that advice."
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15 Oct, 2015
UNNERVED INVESTORS PULL SHUTTERS AS CAPITAL-MARKET CRACKS SPREAD
Ghana, which sold $1 billion in debt this month at 10.75 percent, is an example of a borrower that has been forced to offer a higher yield, according to Rosen. "Poor-quality borrowers, which they apparently are, have to pay up," Rosen said.
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2 Sep, 2015
PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY
Michael Rosen said that to contemplate such a move, investors need to understand their goal and then execute the strategy in a "systematic and disciplined" way.
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27 Jul, 2015
OUTSOURCING HERE TO STAY BUT WILL CONTINUE TO EVOLVE
"It's unlike a lot of investment ideas that are really nothing more than fads; the OCIO concept is rooted in a good idea,"" Mr. Rosen added. "It's an approach that solves a number of challenges in a more efficient way."
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22 Jul, 2015
CAPITAL GROUP CHAIRMAN JAMES ROTHENBERG DIES AT 69 OF HEART ATTACK
"He was one of the giants in the investment management world and was part of building Capital Group into one of the premier investment organizations,"" Michael Rosen, CIO of Angeles Advisors.
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13 Jul, 2015
TOWERS WATSON, WILLIS MERGER TO COMBINE STRENGTHS
"Towers Watson has the stronger investment consulting presence, and I would expect that group to lead the new group effort," Mr. Rosen said.
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29 Jun, 2015
MANAGERS ADD CONSULTING TO GROW CLIENT RELATIONSHIPS
"I've run into money managers and my peers have as well. The argument is mostly about fees," Mr. Rosen said. "So prospective clients say "I can get all my consulting for free and I have to pay you and so I will go with them because they are cheaper.'
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29 Jun, 2015
WAMCO WORKING TO REGAIN STATUS WITH INSTITUTIONS
Michael Rosen said it's not surprising that WAMCO suffered severely during the financial crisis, given its orientation toward riskier assets. "Downside protection has not been a key part of their strategy,"
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25 Jun, 2015
CALPERS LIKELY TO FALL SHORT OF ANNUAL INVESTMENT GOALS
Michael Rosen, a principal at Angeles Investment Advisors, which counsels institutional investors, said the year-to-date performance was "not outside the bounds of what might be reasonable."
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15 Jun, 2015
CLIENTS VIEW MONEY MANAGERS APART FROM TAINTED PARENTS
"To my knowledge, there's no evidence of wrongdoing within the asset management groups. So there's logic to separating the asset manager from the rest of the organization," Mr. Rosen said. "But it's not completely apart. There is a connection."
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7 Jun, 2015
SOUTHLAND BOND TRADERS HAD PREPARED FOR SCENARIOS FROM GREEK DEBT CRISIS
Michael Rosen said MetWest benefited from its size and consistency in attracting cautious bond investors, which often move herd-like to a few firms. "It's not only a good choice, it's a safe choice, and in that sense, it makes it an easy choice,"
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1 Jun, 2015
FIVE YEARS IN, JANUS CEO RICHARD WEIL BEATS THE ODDS BUT HAS MORE WORK TO DO
But consultant Michael Rosen, founder and CIO of Angeles Investment Advisors, believes institutional money could flow to Mr. Gross sooner than the usual three-year track record if he can adequately articulate his investment process to investors
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8 May, 2015
MONEY MANAGER ASSETS INCREASE THANKS TO RISING MARKETS
Vanguard benefited in 2014 from its leadership as a low-fee index fund manager, said Michael Rosen, founder and CIO at Angeles Investment Advisors LLC, Santa Monica, CA.
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