CIO INSIGHTS

632 RESULTS

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  WEST TAKES EAST: HARRY GRAND AND AWMS TRIUMPHANT CHARGE INTO NYC 10-21-2021

  From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, bringing aboard four ...

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  TAX-SAVVY WEALTH MGMT. SURGES IN IMPORTANCE FOR FINANCIAL ADVISORS & CLIENTS 10-15-2021

  Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both ...

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  3RD QUARTER 2021 - ETERNITY IN AN HOUR 10-05-2021

  One day, after school, Pablo strolled along La Rambla, the wide, tree-lined pedestrian street that runs from the harbor to the Placa de Catalunya, ...

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  SEPTEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 10-01-2021

  Global equities posted negative returns in September, with the MSCI ACWI IMI down -4.0%, the S&P 500 down -4.7%, and non-US developed equity markets ...

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  FEE ANALYSIS MAPPING FOR A BETTER FUTURE 09-27-2021

  High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. ...

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  FEE ANALYSIS MAPPING FOR A BETTER FUTURE 09-27-2021

  High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. ...

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  SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS 09-22-2021

  Its great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time, said Michael ...

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  ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR 09-21-2021

  Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio ...

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  HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN 09-11-2021

  For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in ...

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  OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE 09-02-2021

  The traditional 60/40 portfolio has served investors well, but it has reached its expiration date. In an Op-ed for CNBC, Angeles CIO Michael Rosen ...

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  COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE. 09-02-2021

  Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barrons ...

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  TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME 09-01-2021

  Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at ...

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  1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE 09-01-2021

  With many asset managers predicting lower market returns in the next decade, hedge funds that charge high fees and need high returns to justify them ...

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  AUGUST 2021 GLOBAL MARKET INDEX PERFORMANCE 09-01-2021

  Global equities posted positive returns in August, with the MSCI ACWI IMI up 2.5%, the S&P 500 up 3.0%, and non-US developed equity markets up 1.8% ...

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  ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS 08-10-2021

  "It's easy to exclude coal companies or bad actors from your portfolio and only invest in companies that are green. The real impact comes from taking ...

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  ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021

  Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important ...

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  ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021

  Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important ...

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  BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE 08-03-2021

  "There is an enormous illiquidity aspect to investing in infrastructure, said Michael Rosen, principal and CIO at Angeles Investment Advisors. These ...

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  JULY 2021 GLOBAL MARKET INDEX PERFORMANCE 08-02-2021

  Global equities posted positive returns in July, with the MSCI ACWI IMI up 0.5%, the S&P 500 up 2.4%, and non-US developed equity markets up 0.8% ...

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  BEACH READING 07-29-2021

  A few more outstanding books for your summer reading ...

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  BEACH READING 07-29-2021

  A few more outstanding books for your summer reading ...

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  STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 07-08-2021

  What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on ...

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  2ND QUARTER 2021 - ALL IN THE STARS 07-07-2021

  Concrete has been used as a building material since the Roman Empire 2,000 years ago. It has high compressive strength (it doesn't crack under heavy ...

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  EQUITIES REMAIN THE PLACE TO BE FOR LONG-TERM GROWTH: ANGELES WEALTH MANAGEMENT 07-06-2021

  Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by ...

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