Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and industry.

ARTICLES & INSIGHTS

• 3RD QUARTER 2023 - DYSCRASIA 10-09-2023

  Records of infanticide, that most heinous of crimes, have, sadly, existed throughout human history. Disability and poverty have been common explanations for this horror, but so has misguided morality. Babies born in 18th and 19th century Europe out..

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• BEACH READING 09-18-2023

  September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. Enjoy!

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• GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

  In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.

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• WHAT A START! 06-14-2022

  Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"

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• NAVIGATING PRIVATE MARKETS & DUE DILIGENCE 10-30-2023

  Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.

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• SUSTAINABILITY AT ANGELES 09-21-2023

  Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.

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• OUR CORE MISSION AND CULTURE 08-23-2023

  Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.

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• OCTOBER 2023 GLOBAL MARKET INDEX PERFORMANCE 11-01-2023

  Global equities continued to post negative returns in October. The S&P 500 returned -2.1% and the MSCI ACWI decreased -3.3%, while developed non-U.S. equities fell -4.1%. In the U.S., value stocks underperformed growth, while large cap...

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• OCIOS FLAG POTENTIAL TO 'GAME' PROPOSED GIPS GUIDELINES 11-27-2023

  Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total return aggressive" composite as a portfolio with an 80/20 allocation to public equities and cash.

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• HOW FINANCIAL ADVISOR CLIENTS PERCEIVE THE CURRENT ENVIRONMENT 11-10-2023

  Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of current macro environment conditions, year-end giving and philanthropic strategies, and more.

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• BEST BOOKS ON INVESTING 11-08-2023

  "Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But investors can, and do, lose by underperforming the market for a myriad of reasons."

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• NO RECESSION IN SIGHT: THE US ECONOMY GREW 4.9% ANNUAL RATE IN THE 3RD QUARTER 10-26-2023

  Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we remain fully invested," he said.

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