INVESTMENT INSIGHTS

296 RESULTS

• MISMATCH 03-20-2023

  Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked ...

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• ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023

  This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation ...

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• SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 02-09-2023

  Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out ...

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• 4TH QUARTER 2022 - KAPITALISMUS 01-05-2023

  Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in ...

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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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• "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, ...

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• FIRESIDE READING 10-18-2022

  It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and ...

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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 ...

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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 ...

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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 ...

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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 ...

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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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• BEACH READING 07-19-2022

  It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! Fiction ...

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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 ...

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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 ...

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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. ...

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• YELLOW FLAG 05-10-2022

  When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the ...

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• BEACH READING 04-23-2022

  The Lincoln Highway, Amor ...

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• 1ST QUARTER 2022 - SHATTERING 04-11-2022

  So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the ...

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• ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT (12-31-21) 02-22-2022

  In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantly clear that the quality of our team is not only one ...

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• ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS 02-18-2022

  This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset ...

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• FIRESIDE READING 02-08-2022

  It's beach weather in LA this week, but in deference to the rest of the country, we'll stay with Fireside Reading. Three amazing novels and one ...

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• 4TH QUARTER 2021 - OPTICS 01-12-2022

  Euclid wrote Elements 2,300 years ago. It consists of thirteen volumes of mathematical proofs, essentially inventing the field of geometry. It is the ...

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• RICK 12-16-2021

  To fail or to suffice? It doesn't quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually ...

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