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Featured News
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![Alpha Capital Management launches OCIO indexes with Nasdaq]()
5 May, 2020Alpha Capital Management launches OCIO indexes with Nasdaq
The nine Alpha Nasdaq OCIO indexes went live April 30 and are composed from more than 600 anonymous OCIO account historical returns across 26 asset classes provided by 16 OCIO managers, including Angeles Investment Advisors...
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![RVK, Angeles Land Top Spots on Greenwich Consultant Ranking - Again]()
29 Apr, 2020RVK, Angeles Land Top Spots on Greenwich Consultant Ranking - Again
Angeles Investment Advisors and RVK landed top spots in Greenwich Associates' investment consultant ranking for the third year in a row. The ratings are based on an annual survey of asset owners.
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![Amid COVID-19 Crisis, Who Will Institutional Investors Turn To For Advice]()
29 Apr, 2020Amid COVID-19 Crisis, Who Will Institutional Investors Turn To For Advice
The 2019 Greenwich Quality Leaders in Overall U.S. Investment Consulting have set themselves apart from their competitors. The 2019 Greenwich Quality Leaders for the 'Midsize Consultant' category are Angeles Investment Advisors and...
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![Angeles Response to COVID-19 Crisis]()
9 Apr, 2020Angeles Response to COVID-19 Crisis
On behalf of all of us at Angeles, we hope you and your families are safe and well during this difficult time. As a part of our core values, we feel strongly that it is important to support workers on the front line and those in need.
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![Wall StreetÃs New Virtual Workplace May Outlast the Virus]()
17 Mar, 2020Wall StreetÃs New Virtual Workplace May Outlast the Virus
"We will return, one day, to in-person meetings, but video technology is here to stay and will only grow in importance," said Michel Rosen, CIO at Angeles. "I suspect it is now a core feature of how we will work in the future."
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![Helmsley Foundation Begins New Decade With Plenty Of Dry Powder]()
23 Dec, 2019Helmsley Foundation Begins New Decade With Plenty Of Dry Powder
"There are those who have tried to time the market and have been spectacularly wrong, for forever, and I don't think that's likely to reverse," said Michael Rosen, chief investment officer of Angeles Investment Advisors LLC.
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![Ray Dalio Is More Famous Than Ever and Delivering Subpar Returns]()
4 Dec, 2019Ray Dalio Is More Famous Than Ever and Delivering Subpar Returns
While Rosen dropped Bridgewater several years ago because he doesn't think a macro strategy makes sense in the current environment, it didn't affect his view of the founder. "I think Ray is a genius," said Rosen. "What he built is extraordinary and..
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![The Private Equity Paradox]()
5 Nov, 2019The Private Equity Paradox
"A critical mass of assets is necessary to attract and maintain sufficient resources to be able to identify superior investment ideas. But exceptional investments are both scarce and capacity-constrained." said Michael Rosen, CIO of Angeles
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![Fight for Crumbs? Most Hedge Investors Plan to Add $50M or Less]()
30 Oct, 2019Fight for Crumbs? Most Hedge Investors Plan to Add $50M or Less
With stocks and bonds performing strongly this year, it's hard for many investors to be anywhere else, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor. Investors should be focused on execution and...
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![Fisher Investments Sees More Investors Jump Ship]()
28 Oct, 2019Fisher Investments Sees More Investors Jump Ship
"We see placing money with a firm as an expression of trust and partnership with that firm. There is no relationship we have in which the personal qualities of our prospective partners is not of paramount concern" said Michael Rosen, CIO of Angeles
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![Hello, Hedge Specialists. And Goodbye to (Some) Generalists]()
2 Oct, 2019Hello, Hedge Specialists. And Goodbye to (Some) Generalists
Healthcare and TMT strategies now make up a majority of the thematic hedge fund and private equity exposure at Angeles Investment Advisors, says principal and CIO Michael Rosen. For Angeles, generalist managers have "without a doubt" fallen out of...
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![Hedge Fund Rescued Theme Park as Co-Founder Built Property Dream]()
26 Sep, 2019Hedge Fund Rescued Theme Park as Co-Founder Built Property Dream
"Even if they made any disclosures, that doesn't ameliorate the ethical problem," said Michael Rosen, chief investment officer for Angeles Investment Advisors, which manages money for endowments and foundations. "And the size of the investment...
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![The OCIO Industry Is the 'Wild West.' HereÃs How to Tame It.]()
10 Sep, 2019The OCIO Industry Is the 'Wild West.' HereÃs How to Tame It.
Michael Rosen, chief investment officer at Angeles, said he's surprised that other OCIO firms are not using GIPS Standards to measure their performance. "It's the right thing to do," he said by phone Tuesday. "I can't imagine why you wouldn't do it"
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![Interview w/ Michael Rosen: Hybrid Fund Structures Tee Up Options]()
7 Aug, 2019Interview w/ Michael Rosen: Hybrid Fund Structures Tee Up Options
Investors have a hard time deciding which allocation bucket hedge fund-private equity crossover products belong in, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![What Asset Managers Have on Their Summer Reading Lists]()
1 Aug, 2019What Asset Managers Have on Their Summer Reading Lists
Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first impeachment, that of Andrew Johnson, who is usually cited as the worst president weÃve ever had (so far).
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![Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers]()
23 Jul, 2019Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers
At endowments with just around $1 billion in assets, the whole staff tends to be involved in themanager research process, but theres "often an initial screening done by the more junior person," says Michael Rosen, principal and CIO at Angeles...
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![Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires]()
17 Jul, 2019Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires
I still think it's actually very early days in the space, but I think there's certainly a growing interest among investors for how to incorporate ESG principles into the investment process. I think there's no right answer and there's still a lot...
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![Hedge Fund Fees Tighten as '1 or '30 Gains Ground]()
3 Apr, 2019Hedge Fund Fees Tighten as '1 or '30 Gains Ground
There's no downside to exploring new models or negotiating fees, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor that invests in hedge funds.
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![Diligence This: Managers Face Hard Questions After Shaky '18]()
16 Jan, 2019Diligence This: Managers Face Hard Questions After Shaky '18
The question now for funds that were down is understanding how much of performance was tied to market-related reasons and what was self-inflicted by managers, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES]()
12 Dec, 2018OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES
Och-Ziff kept investors in the loop as it rolled out the changes, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor that invests with Och-Ziff in its credit and real estate funds.
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![CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND]()
23 Nov, 2018CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND
The increased consolidation among traditional non-discretionary investment consultants is the result of the industry being commoditized, said Michael A. Rosen, CIO of Angeles Investment Advisors LLC.
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![SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE]()
2 Nov, 2018SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE
On this week's edition of Bloomberg Finance, John Tucker & Katia Porzecanski discuss the October equity selloff with Michael Rosen of Angeles Investment Advisors, which invests in hedge funds, private equity firms, and other outside managers.
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![FIDELITY BETS ON ZERO-FEE INDEX FUNDS]()
9 Aug, 2018FIDELITY BETS ON ZERO-FEE INDEX FUNDS
If the no-fee funds bring more customers into the store, "they can sell them other products and services," says Michael Rosen. "This isn't altruism, it makes good business sense."
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![WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?]()
9 Jun, 2018WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?
"If I were invested in a manager who bought a team, it would make me question my investment thesis," said Michael Rosen, chief investment officer of $28 billion Angeles Investment Advisors, which isn't an Appaloosa client.
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