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    • YEAR END NEWSLETTER 2023

      YEAR END NEWSLETTER 2023 12-06-2023

      We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023. ...

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    • MISSION ABSOLUTELY POSSIBLE

      MISSION ABSOLUTELY POSSIBLE 06-29-2023

      From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent ...

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    • ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT

      ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 05-01-2023

      2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global ...

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    • ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS

      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

      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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    • YEAR END NEWSLETTER 2022

      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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    • BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE

      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

      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

      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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    • A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED

      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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    • SHELTER FROM THE STORM

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

      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

      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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    • FEE ANALYSIS: MAPPING FOR A BETTER FUTURE

      FEE ANALYSIS: MAPPING FOR A BETTER FUTURE 09-27-2021

      High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. ...

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    • ANGELES RESPONSIBLE INVESTING POLICY - 2021

      ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021

      Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important ...

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    • A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE

      A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

      Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO. ...

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    • WITH A LITTLE HELP FROM OUR FRIENDS

      WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021

      For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined ...

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    • WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH

      WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021

      I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...

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    • A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION

      A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

      The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...

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    • RESILIA - PHILANTHROPY REPORT 2021

      RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

      While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...

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    • MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS

      MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020

      Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...

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    • REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD

      REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020

      It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have ...

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    • PLANNING IDEAS & CARES ACT INFORMATION

      PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

      We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...

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    • THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY

      THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY 01-07-2020

      Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and ...

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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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