ARTICLES & INSIGHTS

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CIO INSIGHTS

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  2ND QUARTER 2022 - PENDULUM 07-11-2022

  Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow to engulf the Moon during a lunar eclipse, Aristarchus applied some basic geometric calculations...

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  THE G.O.A.T. 08-01-2022

  John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games ...

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  WHAT A START! 06-14-2022

  Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"

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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 the market, the economy, and other issues impacting investors during the second half of the year.

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ANGELES INSIGHTS

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  BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022

  While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our partnerships often extend beyond the boundaries of portfolio management.

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  MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022

  This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

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  INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 08-17-2022

  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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  A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED 07-11-2022

  Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.

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  SHELTER FROM THE STORM 06-21-2022

  The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.

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  WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022

  The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and discuss the prospects for inflation, the economy and investments. Oh, and there's a European land war g

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IN THE NEWS

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  THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022

  "For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for the sake of philanthropy... it's about aligning a foundations values with the entire picture..."

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  HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022

  Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, our CIO Michael Rosen, told Inside Higher Ed that many universities aren't budging.

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  ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022

  Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with attacking BlackRock and the European firms, so then who is the next bogeyman you have to go after?"

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MARKET UPDATE SNAPSHOTS

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  AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE 09-01-2022

  Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6\% and the S&P 500 down -4.1\%. Growth stocks underperformed value stocks for the month, while small cap stocks outperformed large cap. U.S. investment-grade...

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  JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022

  Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1\%, the S&P 500 up 9.2\%, and non-US developed equity markets up 5.0\% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...

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  JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE 07-01-2022

  Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6\%, the S&P 500 down -8.3\%, and non-US developed equity markets down -9.3\% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...

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