Latest Blog: Fireside Reading - 03/01/2024
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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ANGELES INVESTMENTS APPOINTS HOWARD PERLOW AS CEO & DAVID BRIEF AS HEAD OF OCIO 06-07-2023
Angeles Investments announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created ...
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MAY 2023 GLOBAL MARKET INDEX PERFORMANCE 06-01-2023
Global equities posted negative returns in May. The S&P 500 returned 0.4% and the MSCI ACWI decreased -1.2%, with developed non-U.S. equities ...
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ENDOWMENTS TAP ALUMNI FOR PE OPPORTUNITIES, BUT DOES IT PAY OFF? 05-25-2023
"It's not clear to me, absent a fund-by-fund review, that Yale generated better returns because the alumni were better investors"or if they were ...
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RIA ROUNDTABLE: TAKEAWAYS FROM THE ONGOING TURMOIL IN REGIONAL BANKING 05-25-2023
In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from ...
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STRETCHING YOUR DOLLAR: HOW A US DEFAULT COULD AFFECT YOUR INVESTMENT PORTFOLIO 05-23-2023
How could a potential default impact your investment portfolio? Angeles CIO Michael Rosen joined Cheddar News to discuss what Americans should be ...
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WHAT IS A DIVERSE MANAGER? EVOLVING CONSULTANT DEFINITIONS RAISE QUESTIONS 05-16-2023
In the last few years, there has been a push from groups like the Institutional Investing Diversity Cooperative to have OCIOs and consultants move ...
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WHAT WEALTHY FAMILIES NEED FROM ADVISORS 05-11-2023
What will prompt more women to choose to be a financial advisor? "It comes down to the huge shift in wealth, control of assets from men to women, that ...
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ANGELES INVESTMENTS PUBLISHES 2022 DEI REPORT 05-03-2023
Angeles Investments released their 2022 Diversity, Equity, and Inclusion Annual Report which details its internal and external DEI activity, progress, ...
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THE FEDERAL RESERVE JUST RAISED INTEREST RATES AGAIN - 2 IMPORTANT MONEY MOVES 05-02-2023
If you have high-interest debt, the best move is to pay it off, Angeles Wealth Management CEO Jonathan Foster says. "Start with the highest rate debt ...
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ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 05-01-2023
2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global ...
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APRIL 2023 GLOBAL MARKET INDEX PERFORMANCE 05-01-2023
Global equities posted positive returns in April. The S&P 500 returned 1.6% and the MSCI ACWI increased 1.3%, with developed non-U.S. equities ...
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U.S. INCHING TOWARD RECESSION AS GROWTH CONCERNS MOUNT, SAYS ANGELES CIO 04-27-2023
In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such ...
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SIXTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-26-2023
Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth ...
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ANGELES INVESTMENT ADVISORS SETS UP UNIT TO DRIVE PRIVATE-MARKETS PUSH 04-18-2023
Multiasset manager Angeles Investment Advisors has launched a new private-markets investment unit to capitalize on growing demand for alternative ...
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ANGELES PRIVATE INVESTMENT COMPANY (APIC) ANNOUNCEMENT 04-18-2023
Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive ...
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1ST QUARTER 2023 - DAM(N) 04-11-2023
Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is ...
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ADVISOR TRAINING: HERE ARE FIRMS' BEST PRACTICES 04-05-2023
President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's ...
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MARCH 2023 GLOBAL MARKET INDEX PERFORMANCE 04-03-2023
Global equities posted positive returns in March and for the first quarter of 2023. The S&P 500 returned 3.7% and the MSCI ACWI increased 2.5%, with ...
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FIRESIDE READING 03-30-2023
Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry ...
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ANGELES SCOUTS GROWTH, VC FOR PE BUILDOUT 03-24-2023
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO ...
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MISMATCH 03-20-2023
Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked ...
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ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023
A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This ...
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STRETCHING YOUR DOLLAR: HOW TO PROTECT YOUR WEALTH BY SETTING UP A TRUST 03-16-2023
Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts. ...
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ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023
This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation ...
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