SEARCH Analyses & Perspectives

21 RESULTS

• 

  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. ...

  READ MORE
• 

  ANGELES 2021 LONG TERM CAPITAL MARKET ASSUMPTIONS 04-02-2021

  This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2021. These assumptions are used in asset ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 03-02-2021

  Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move ...

  VIEW VIDEO/PDF
• 

  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 ...

  READ MORE
• 

  TIDE TEN | NEXT GEN FEATURING CHAUNICE PEEBLES OF ANGELES INVESTMENTS 08-18-2020

  The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry. ...

  WATCH VIDEO
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  YEAR END NEWSLETTER 12-02-2019

  As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...

  READ MORE
• 

  2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 10-15-2019

  Angeles Symposium on "Precision Medicine: The Future of Health Care" occurred on October 15, 2019 on the UCLA campus in Los Angeles, CA, and was ...

  WATCH VIDEO
• 

  FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION 06-15-2019

  In January, my wife Laurie and I took a long overdue vacation to London and Paris. Before we departed, I reached out to my friend and art expert Nancy ...

  READ MORE
• 

  THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019

  The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...

  READ MORE
• 

  ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019

  Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  THOUGHTS FROM MY FATHER - JONATHAN FOSTER 05-07-2018

  Thoughts From My FatherJonathan FosterMy father, Dr. Charles Foster, was aworld-renowned environmentalist. Initiatives spearheaded by him during his ...

  READ MORE
• 

  L.A. KITCHEN DINNER PARTY EXPERIENCE 05-07-2018

  L.A. KITCHEN Dinner Party ExperienceOn April 27th Angeles Wealth Management hosted an intimate dinner party experience at L.A. Kitchen. The inspiring ...

  READ MORE
• 

  THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT 04-26-2018

  The Future of the Investment Management Industry atThe UCLA Anderson School of ManagementBy Alan Adelman Senior Managing Director Angeles Wealth ...

  READ MORE
• 

  FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT 04-17-2018

  Finding Philanthropy: Making the Most of Your ImpactAngeles Wealth Management Senior Managing Director, Marta Gazzera Ferro, was recently interviewed ...

  READ MORE
• 

  GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT 04-17-2018

               Giving Circles: Comingtogether to increaseour impactHave you ever been ...

  READ MORE