• ARTICLES & INSIGHTS

    • Michael Rosen Michael Rosen
    • CIO Insights are written by Angeles' CIO Michael Rosen

      Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, trader and academic.

    CIO INSIGHTS

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      3RD QUARTER 2022 - SKYWAVE 10-07-2022

      On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died of his injuries. It was a sudden, but not surprising, end to a strange, but remarkable, life.

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      "EVERYTHING HUMAN IS PATHETIC" 11-18-2022

      This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, obtuse, ...

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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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      YEAR END NEWSLETTER 2022 11-21-2022

      We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022.

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      FAT BEAR TIME WEBINAR 11-01-2022

      Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment environment.

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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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    IN THE NEWS

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      TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022

      Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.

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      WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022

      For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising.

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      ANGELES: ESG IS HERE TO STAY 10-17-2022

      Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth Solutions Report, Sapna shared her thoughts the ESG movement and what comes next.

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    MARKET UPDATE SNAPSHOTS

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      OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE 11-01-2022

      Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2\% and the S&P 500 up 8.1\%. Growth stocks underperformed value stocks for the month, and small cap stocks outperformed large cap. U.S. investment-grade bonds decreased...

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      SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 10-03-2022

      Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7\% and the S&P 500 down -9.2\%. Growth stocks underperformed value stocks for the month, and small cap stocks underperformed large cap. U.S. investment-grade bonds...

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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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    ANGELES INVESTMENT ADVISORS, LLC
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