ANGELES INSIGHTS

23 RESULTS

• 

  INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 04-21-2021

  Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the ...

  READ MORE
• 

  ANGELES 2021 LONG TERM CAPITAL MARKET ASSUMPTIONS 04-02-2021

  This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2021. These assumptions are used in asset ...

  READ MORE
• 

  WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021

  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 ...

  READ MORE
• 

  WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021

  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 ...

  READ MORE
• 

  A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

  The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...

  READ MORE
• 

  RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

  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 ...

  READ MORE
• 

  MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020

  Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...

  READ MORE
• 

  REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020

  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 ...

  READ MORE
• 

  PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

  We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...

  READ MORE
• 

  THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY 01-07-2020

  Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and ...

  READ MORE
• 

  YEAR END NEWSLETTER 12-02-2019

  As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...

  READ MORE
• 

  FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION 06-15-2019

  In January, my wife Laurie and I took a long overdue vacation to London and Paris. Before we departed, I reached out to my friend and ...

  READ MORE
• 

  THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019

  The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...

  READ MORE
• 

  ANGELES RESPONSIBLE INVESTING POLICY 03-08-2019

  Angeles believes that effective portfolio management requires the integration of responsible investing practices into all aspects of the research ...

  READ MORE
• 

  ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019

  Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...

  READ MORE
• 

  BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) 09-07-2018

  Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management ...

  READ MORE
• 

  THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS. 07-11-2018

  The following is an interview between Jonathan Foster, President and CEO of Angeles Wealth Management and Marta Gazzera Ferro, Senior Director of ...

  READ MORE
• 

  THOUGHTS FROM MY FATHER - JONATHAN FOSTER 05-07-2018

  Thoughts From My FatherJonathan FosterMy father, Dr. Charles Foster, was aworld-renowned environmentalist. Initiatives spearheaded by him during his ...

  READ MORE
• 

  L.A. KITCHEN DINNER PARTY EXPERIENCE 05-07-2018

  L.A. KITCHEN Dinner Party ExperienceOn April 27th Angeles Wealth Management hosted an intimate dinner party experience at L.A. Kitchen. The ...

  READ MORE
• 

  THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT 04-26-2018

  The Future of the Investment Management Industry atThe UCLA Anderson School of ManagementBy Alan Adelman Senior Managing Director Angeles Wealth ...

  READ MORE
• 

  FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT 04-17-2018

  Finding Philanthropy: Making the Most of Your ImpactAngeles Wealth Management Senior Managing Director, Marta Gazzera ...

  READ MORE
• 

  GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT 04-17-2018

               Giving Circles: Comingtogether to ...

  READ MORE
• 

  IMPORTANCE OF BACK OFFICE SUPPORT 04-02-2018

  A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, ...

  READ MORE