ARTICLES & INSIGHTS

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CIO INSIGHTS

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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, Barcelona's central plaza. He wandered into a used bookstore, and in the back of the store, buried...

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

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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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ANGELES INSIGHTS

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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. Read our latest case study to learn how Angeles works with retirement plans.

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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 missions and values of our clients. This policy articulates some of the specifics of how Angeles...

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  A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

  Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.

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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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IN THE NEWS

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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 highly experienced wealth management professionals who report to him.

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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 deal with complex issues and should be dealt with by separate individuals or teams.

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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 oversight, corporate responsibility, diversity and inclusion, and sustainable social impact.

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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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MARKET UPDATE SNAPSHOTS

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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 down -2.9\% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap...

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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\% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...

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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\% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...

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