• SEARCH Articles ANY TYPE ANY DATE

    101 RESULTS

    SEARCH TOOLS
    • HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN

      HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN 09-11-2021

      For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in ...

      READ MORE
    • COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE.

      COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE. 09-02-2021

      Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barrons ...

      READ MORE
    • OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE

      OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE 09-02-2021

      The traditional 60/40 portfolio has served investors well, but it has reached its expiration date. In an Op-ed for CNBC, Angeles CIO Michael Rosen ...

      READ MORE
    • 1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE

      1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE 09-01-2021

      With many asset managers predicting lower market returns in the next decade, hedge funds that charge high fees and need high returns to justify them ...

      READ MORE
    • TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME

      TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME 09-01-2021

      Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at ...

      READ MORE
    • ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS

      ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS 08-10-2021

      "It's easy to exclude coal companies or bad actors from your portfolio and only invest in companies that are green. The real impact comes from taking ...

      READ MORE
    • BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE

      BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE 08-03-2021

      "There is an enormous illiquidity aspect to investing in infrastructure, said Michael Rosen, principal and CIO at Angeles Investment Advisors. These ...

      READ MORE
    • 4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR

      4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR 06-24-2021

      "There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and ...

      READ MORE
    • ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY

      ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY 06-11-2021

      Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business ...

      READ MORE
    • WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER

      WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER 06-03-2021

      "Think Again: The Power of Knowing What You Dont Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again ...

      READ MORE
    • WHAT'S NEXT FOR THE ADVISOR'S OFFICE?

      WHAT'S NEXT FOR THE ADVISOR'S OFFICE? 06-03-2021

      Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create ...

      READ MORE
    • ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY?

      ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY? 03-02-2021

      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 ...

      READ MORE
    • WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS

      WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS 02-26-2021

      "Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief ...

      READ MORE
    • A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE

      A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021

      "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 ...

      READ MORE
    • ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS

      ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021

      Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation ...

      READ MORE
    • CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY

      CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY 01-05-2021

      Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations ...

      READ MORE
    • NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021

      NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021 12-24-2020

      2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management ...

      READ MORE
    • AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC

      AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC 11-04-2020

      "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 ...

      READ MORE
    • GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC

      GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC 09-21-2020

      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 ...

      READ MORE
    • PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE

      PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020

      "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 ...

      READ MORE
    • OCIO FOCUS:  HERES HOW OCIOS ARE NAVIGATING THE PANDEMIC

      OCIO FOCUS: HERES HOW OCIOS ARE NAVIGATING THE PANDEMIC 08-17-2020

      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 ...

      READ MORE
    • CONSULTANTS SPOKE OUT AGAINST RACISM. BUT WILL ACTIONS FOLLOW?

      CONSULTANTS SPOKE OUT AGAINST RACISM. BUT WILL ACTIONS FOLLOW? 06-15-2020

      Are consultants statements backed up by actionable change to make their own firms more inclusive, and increase the recommendations for black and other ...

      READ MORE
    • TESTS, VACCINES, LABS: INVESTORS PUT MONEY TOWARD CORONAVIRUS RELIEF

      TESTS, VACCINES, LABS: INVESTORS PUT MONEY TOWARD CORONAVIRUS RELIEF 05-18-2020

      Angeles Investment Advisors, an outsourced CIO (OCIO) and investment consultant, for instance, co-invested in LetsGetChecked, a company producing ...

      READ MORE
    • ALPHA CAPITAL MANAGEMENT LAUNCHES OCIO INDEXES WITH NASDAQ

      ALPHA CAPITAL MANAGEMENT LAUNCHES OCIO INDEXES WITH NASDAQ 05-05-2020

      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 ...

      READ MORE
  • SEC/ADV | FORM CRS
  • © 2021 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2021
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

Subscribe to our newsletter or follow us on LinkedIn for regular updates

Subscribe to our newsletter or follow us on LinkedIn for regular updates