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Investment Insights
332 Results-
![4th Quarter 2022 - Kapitalismus]()
5 Jan, 20234th Quarter 2022 - Kapitalismus
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in Sicily and elsewhere, but revolutionary fervor arose most dramatically in France. On 22 February...
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![Year End Newsletter 2022]()
21 Nov, 2022Year End Newsletter 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]()
18 Nov, 2022Everything Human is Pathetic
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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![Fireside Reading]()
18 Oct, 2022Fireside Reading
It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and five fiction ...
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![3rd Quarter 2022 - Skywave]()
7 Oct, 20223rd Quarter 2022 - Skywave
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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![Beyond Everyday Portfolio Management: An OCIO's True Role]()
19 Sep, 2022Beyond Everyday Portfolio Management: An OCIO's True Role
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]()
12 Sep, 2022Mid Year 2022 Capital Market Assumptions
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]()
17 Aug, 2022Invigorating Impact: Designing an ESG Program for Community Foundation Donors
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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![THE G.O.A.T.]()
1 Aug, 2022THE G.O.A.T.
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]()
19 Jul, 2022Beach Reading
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]()
11 Jul, 2022A Forecasted Budget Decline: How an Endowment Responded
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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![2nd Quarter 2022 - Pendulum]()
11 Jul, 20222nd Quarter 2022 - Pendulum
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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![Shelter from the Storm]()
21 Jun, 2022Shelter from the Storm
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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![Yellow Flag]()
10 May, 2022Yellow Flag
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 crews to move ...
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![Beach Reading]()
23 Apr, 2022Beach Reading
The Lincoln Highway, Amor ...
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![1st Quarter 2022 - Shattering]()
11 Apr, 20221st Quarter 2022 - Shattering
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 life of an extraordinary woman who shattered stereotypes.
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![Angeles 2021 Diversity, Equity, and Inclusion (DEI) Annual Report (12-31-21)]()
22 Feb, 2022Angeles 2021 Diversity, Equity, and Inclusion (DEI) Annual Report (12-31-21)
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 of our strongest competitive advantages, but also key to cultivating... Updated 12-31-21
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![Angeles 2022 Long Term Capital Market Assumptions]()
18 Feb, 2022Angeles 2022 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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![Fireside Reading]()
8 Feb, 2022Fireside Reading
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 fast-paced ...
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![4th Quarter 2021 - Optics]()
12 Jan, 20224th Quarter 2021 - Optics
Euclid wrote Elements 2,300 years ago. It consists of thirteen volumes of mathematical proofs, essentially inventing the field of geometry. It is the foremost work of deductive reasoning, the use of logic to establish hypotheses or proofs.
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![Rick]()
16 Dec, 2021Rick
To fail or to suffice? It doesnt quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually destroys) ...
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![Beach Reading]()
12 Nov, 2021Beach Reading
I was expecting this to be a Fireside Reading post, but we are having a heat wave in Southern California that is sending me to the beach. So here are a few ...
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![Basketball is Life]()
28 Oct, 2021Basketball is Life
The last commencement address I gave was in 1978. No one remembers what I said. I know this for three reasons:1. I dont remember what I said2. No one remembers ...
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![3rd Quarter 2021 - Eternity in an Hour]()
5 Oct, 20213rd Quarter 2021 - Eternity in an Hour
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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