ANGELES INSIGHTS

18 RESULTS

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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  A FRAMEWORK FOR EVALUATING OUTSOURCED CHIEF INVESTMENT OFFICE PERFORMANCE 06-30-2018

  The OCIO hiring process often deemphasizes firms track records due to misplaced concerns about comparing apples to apples. GIPS lays out clear ...

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  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 ...

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  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 ...

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  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 ...

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  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 ...

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

               Giving Circles: Comingtogether to ...

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  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, ...

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