ARTICLES & INSIGHTS

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CIO INSIGHTS

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  1ST QUARTER 2021 - COGNITIVE DISSONANCE 04-05-2021

  Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably used pre-history, opium was cultivated by the Sumerians 4500 years ago, and Peruvians were chewing...

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  BEACH READING 04-29-2021

  Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading.

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  MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS 02-18-2021

  When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to discuss.

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  PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020

  "That doesn't mean it's a bad idea. But it probably means that it's not as attractive as many people think it may be." Rosen cautions that there is no way of knowing if the distressed opportunity set is as large or as attractive as some have...

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ANGELES INSIGHTS

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  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 investment program. Angeles takes a holistic approach to responsible investing and creates custom...

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  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 allocation modeling for our clients over a long-term horizon (>10 years).

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  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 on Day One by Anna (because we needed someone who could do the actual work), and Sandra joined...

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  WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 03-02-2021

  Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move forward?

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  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 the case of a pension fund), current operational expenses (in the case of an endowment) or...

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  APRIL 2021 GLOBAL MARKET INDEX PERFORMANCE 05-03-2021

  Global equities posted positive returns in April, with the MSCI ACWI IMI up 4.3%, the S&P 500 up 5.3%, and non-US developed equity markets up 3.0% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...

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IN THE NEWS

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  STOCKS CLOSE MOSTLY LOWER AS YELLEN SAYS INTEREST RATES LIKELY TO RISE 05-04-2021

  Michael Rosen, Managing Partner and CEO at Angeles Wealth Management, says Yellen's comments threw a wrench into the market, even though her comments shouldn't have come as a major surprise.

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  RVK AND ANGELES TOP GREENWICH CONSULTANT RANKINGS FOUR YEARS STRAIGHT 04-30-2021

  Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th anniversary, has had little employee or client turnover and is big enough to have the resources to identify...

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  FOURTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-27-2021

  For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for four consecutive years.

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  ANGELES INVESTMENT ADVISORS RECEIVES 2019 GREENWICH QUALITY LEADER AWARD 04-28-2020

  Angeles Investment Advisors is pleased to announce that it was named a 2019 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates.rn

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