-
Angeles Insights
-
Angeles Insights
37 Results-
5 Apr, 2024
2023 Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.
-
2 Apr, 2024
Transitioning to OCIO: Enhancing a Foundation's Mission Alignment
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundations transition to a fully discretionary, OCIO.
-
6 Dec, 2023
Year End Newsletter 2023
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023.
-
29 Jun, 2023
Mission Absolutely Possible
From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent Higher Education in "Mission Absolutely Possible."
-
1 May, 2023
Angeles 2022 Diversity, Equity, and Inclusion (DEI) Annual Report
2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global economy and implications for markets, heightened concerns about climate change and its impact on...
-
1 Mar, 2023
Angeles 2023 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
-
9 Feb, 2023
Supporting Diversity: Partnership & Engagement to Improve Industry Standards
Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out DEI-focused managers, Angeles believes it is important to also encourage our high conviction managers...
-
21 Nov, 2022
Year End Newsletter 2022
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022.
-
19 Sep, 2022
Beyond Everyday Portfolio Management: An OCIO's True Role
While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our partnerships often extend beyond the boundaries of portfolio management.
-
12 Sep, 2022
Mid Year 2022 Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
-
17 Aug, 2022
Invigorating Impact: Designing an ESG Program for Community Foundation Donors
Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the investment program. Angeles takes a holistic approach to responsible investing and creates custom...
-
11 Jul, 2022
A Forecasted Budget Decline: How an Endowment Responded
Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.
-
21 Jun, 2022
Shelter from the Storm
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.
-
22 Feb, 2022
Angeles 2021 Diversity, Equity, and Inclusion (DEI) Annual Report (12-31-21)
In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantly clear that the quality of our team is not only one of our strongest competitive advantages, but also key to cultivating... Updated 12-31-21
-
18 Feb, 2022
Angeles 2022 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
-
27 Sep, 2021
Fee Analysis: Mapping for a Better Future
High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. Read our latest case study to learn how Angeles works with retirement plans.
-
9 Aug, 2021
Angeles Responsible Investing Policy - 2021
Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important missions and values of our clients. This policy articulates some of the specifics of how Angeles...
-
21 May, 2021
A Framework for Evaluating OCIO Performance
Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.
-
1 Apr, 2021
With A Little Help From Our Friends
For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined on Day One by Anna (because we needed someone who could do the actual work), and Sandra joined...
-
22 Mar, 2021
Why Should Women Invest - Chloe Wohlforth
I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...
-
18 Feb, 2021
A New Framework to Strategic Asset Allocation
The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in the case of a pension fund), current operational expenses (in the case of an endowment) or...
-
11 Feb, 2021
Resilia - Philanthropy Report 2021
While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new at all.
-
11 Jun, 2020
Reflections After the Death of George Floyd
It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have spent this time watching, reading, learning, and reflecting, as I often do on matters of great...
-
21 Apr, 2020
Planning Ideas & Cares Act Information
We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that this situation has caused anxiety and stress and we, as a firm, are dedicated to helping you...
-