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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS SEARCH MEDIA
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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 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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WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief ...
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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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FAT BEAR TIME WEBINAR 11-01-2022
Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment ...
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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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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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WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022
The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and ...
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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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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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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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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 ...
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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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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. ...
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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 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 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 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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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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