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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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    • ANGELES RESPONSIBLE INVESTING POLICY

      ANGELES RESPONSIBLE INVESTING POLICY 03-08-2019

      Angeles believes that effective portfolio management requires the integration of responsible investing practices into all aspects of the research ...

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    • BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO)

      BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) 09-07-2018

      Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management ...

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    • THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS.

      THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS. 07-11-2018

      The following is an interview between Jonathan Foster, President and CEO of Angeles Wealth Management and Marta Gazzera Ferro, Senior Director of ...

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    • A FRAMEWORK FOR EVALUATING OUTSOURCED CHIEF INVESTMENT OFFICE PERFORMANCE

      A FRAMEWORK FOR EVALUATING OUTSOURCED CHIEF INVESTMENT OFFICE PERFORMANCE 06-30-2018

      The OCIO hiring process often deemphasizes firms track records due to misplaced concerns about comparing apples to apples. GIPS lays out clear ...

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    • IMPORTANCE OF BACK OFFICE SUPPORT

      IMPORTANCE OF BACK OFFICE SUPPORT 04-02-2018

      A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, ...

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