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Featured News
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Featured News
290 Results-
27 Apr, 2021
Fourth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
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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21 Apr, 2021
A Tremendous Loss on 9/11 and the Path Forward
Sept. 11, 2001 is a day most Americans can't forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father.
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8 Apr, 2021
Artadia announces 2021 Los Angeles Awardees
The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual artists with unrestricted, merit-based financial awards as well as community support, advocacy...
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2 Mar, 2021
Are Advisors Really Doing Something About Diversity?
Take Angeles Investments, a Los Angeles-based firm with over $30 billion in assets under advisement. After the protests, the firm held two three-hour ÃÅ"bias trainingÃÂ sessions for all interested employees. Those meetings produced multiple insights...
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26 Feb, 2021
What to Know About the Average Rate of Return on Mutual Funds
"Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief investment officer for Angeles Investments. Rosen adds that when reviewing track records, it's...
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27 Jan, 2021
A Decade of Growth: How the Biggest Managers Consolidated their AUM Advantage
"In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles Investment Advisors, an investment consultant.
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20 Jan, 2021
Renaissance Caps Transition as Succession Issue Stalks Hedge Funds
Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to get a lot of attention, says Michael Rosen, principal and CIO at Angeles Investment Advisors
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13 Jan, 2021
Ares, GIP Muscle into Aviation Market with New Deals
Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation that absorbed heavy damage, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
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5 Jan, 2021
Consultants Create Group to Focus on Industry Diversity
Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations and other funds. Founding members include Angeles Investment Advisors.
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24 Dec, 2020
Nineteen Predictions for Wealth Management in 2021
2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management business. It will be much the same in 2021. This is a year of the Have and Have Nots. A number of...
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4 Nov, 2020
Amid Election Turmoil, Institutional Investors Stay Focused on the Pandemic
"The truth is for markets, it's not just terribly important," Michael Rosen, founder of AIA, said of the election. "It's important for a lot of reasons. For our country, society, our children, their children. But not the markets."
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21 Sep, 2020
Growth Equity, High Yield and REITs Pique Investor Interest amid Pandemic
The shift in allocations from equity to fixed income pre-dated the pandemic, but COVID-19 accelerated that trend, says Michael Rosen, CIO at Angeles Investment Advisors. We've seen outflows from equity and inflows to fixed income all year and...
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18 Sep, 2020
Fed Hires BlackRock to Help Calm Markets. Its ETF Business Wins Big.
"It's not that complicated, really. The Fed says, 'We're buying this.' OK, then, I'm going to buy it too," said Michael Rosen, chief investment officer of Angeles Investments. Mr. Rosen said he picked the fund because of its size and liquidity.
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10 Sep, 2020
Pensions See Opportunities in Distressed Debt as Businesses Struggle
"That doesn't mean it's a bad idea. But it probably means that it's not as attractive as many people think it may be." Rosen cautions that there is no way of knowing if the distressed opportunity set is as large or as attractive as some have...
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17 Aug, 2020
OCIO Focus: HereÃs How OCIOs are Navigating the Pandemic
Michael Rosen of Angeles Investments added, "In the beginning of March we raised a bunch of cash in portfolios and then by the end of March had it deployed. And so at the beginning of the second quarter we were basically right on our long-term...
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15 Jun, 2020
Consultants Spoke Out Against Racism. But Will Actions Follow?
Are consultantsà statements backed up by actionable change to make their own firms more inclusive, and increase the recommendations for black and other minority-owned asset managers? FundFire reached out to 19 of the most prominent names...
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28 May, 2020
Michael Rosen Interview w/ Institutional Investors - Now What Do We Do? - Part 3
Michael Rosen, Angeles Investments Chief Investment Officer, is participating in a three-part interview for Institutional Investors Networks series, Now What Do We Do?
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18 May, 2020
Tests, Vaccines, Labs: Investors Put Money Toward Coronavirus Relief
Angeles Investment Advisors, an outsourced CIO (OCIO) and investment consultant, for instance, co-invested in LetsGetChecked, a company producing at-home test kits. The company is adding a test for COVID-19 to its slate of products.
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13 May, 2020
Michael Rosen Interview w/ Institutional Investors - Now What Do We Do? - Part 2
Michael Rosen, Angeles Investments Chief Investment Officer, is participating in a three-part interview for Institutional Investors Networks series, Now What Do We Do?
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7 May, 2020
Michael Rosen Interview with Institutional Investors - Now What Do We Do?
Michael Rosen, Angeles Investments' Chief Investment Officer, is participating in a three-part interview for Institutional Investors Network's series, Now What Do We Do?
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6 May, 2020
Angeles Invests in Development of COVID-19 Testing
Angeles Investments is pleased to announce its participation in an oversubscribed $71 million Series C funding round for LetsGetChecked as a direct co-investment. LGC is an at-home health personal testing and insights company offering a wide range...
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5 May, 2020
Alpha 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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5 May, 2020
Not Everyone Sees Opportunity in Distressed Debt Mega-Funds
"This is probably the story of the dog that didnÃt bark," said Michael Rosen, chief investment officer at Angeles Investment Advisors. "I'm not finding anything compelling with these mega fundraises for the coming collapse of the corporate credit...
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29 Apr, 2020
Amid 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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