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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • 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 ...

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    • NOT EVERYONE SEES OPPORTUNITY IN DISTRESSED DEBT MEGA-FUNDS

      NOT EVERYONE SEES OPPORTUNITY IN DISTRESSED DEBT MEGA-FUNDS 05-05-2020

      "This is probably the story of the dog that didnt bark," said Michael Rosen, chief investment officer at Angeles Investment Advisors. "I'm not finding ...

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    • 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 ...

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    • AMID COVID-19 CRISIS, WHO WILL INSTITUTIONAL INVESTORS TURN TO FOR ADVICE

      AMID COVID-19 CRISIS, WHO WILL INSTITUTIONAL INVESTORS TURN TO FOR ADVICE 04-29-2020

      The 2019 Greenwich Quality Leaders in Overall U.S. Investment Consulting have set themselves apart from their competitors. The 2019 Greenwich Quality ...

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    • WALL STREETS NEW VIRTUAL WORKPLACE MAY OUTLAST THE VIRUS

      WALL STREETS NEW VIRTUAL WORKPLACE MAY OUTLAST THE VIRUS 03-17-2020

      "We will return, one day, to in-person meetings, but video technology is here to stay and will only grow in importance," said Michel Rosen, CIO at ...

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    • HELMSLEY FOUNDATION BEGINS NEW DECADE WITH PLENTY OF DRY POWDER

      HELMSLEY FOUNDATION BEGINS NEW DECADE WITH PLENTY OF DRY POWDER 12-23-2019

      "There are those who have tried to time the market and have been spectacularly wrong, for forever, and I don't think that's likely to reverse," said ...

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    • RAY DALIO IS MORE FAMOUS THAN EVER AND DELIVERING SUBPAR RETURNS

      RAY DALIO IS MORE FAMOUS THAN EVER AND DELIVERING SUBPAR RETURNS 12-04-2019

      While Rosen dropped Bridgewater several years ago because he doesnt think a macro strategy makes sense in the current environment, it didnt affect his ...

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    • THE PRIVATE EQUITY PARADOX

      THE PRIVATE EQUITY PARADOX 11-05-2019

      "A critical mass of assets is necessary to attract and maintain sufficient resources to be able to identify superior investment ideas. But exceptional ...

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    • FIGHT FOR CRUMBS? MOST HEDGE INVESTORS PLAN TO ADD $50M OR LESS

      FIGHT FOR CRUMBS? MOST HEDGE INVESTORS PLAN TO ADD $50M OR LESS 10-30-2019

      With stocks and bonds performing strongly this year, it's hard for many investors to be anywhere else, says Michael Rosen, principal and CIO at ...

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    • FISHER INVESTMENTS SEES MORE INVESTORS JUMP SHIP

      FISHER INVESTMENTS SEES MORE INVESTORS JUMP SHIP 10-28-2019

      "We see placing money with a firm as an expression of trust and partnership with that firm. There is no relationship we have in which the personal ...

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    • HEDGE FUND RESCUED THEME PARK AS CO-FOUNDER BUILT PROPERTY DREAM

      HEDGE FUND RESCUED THEME PARK AS CO-FOUNDER BUILT PROPERTY DREAM 09-26-2019

      "Even if they made any disclosures, that doesnt ameliorate the ethical problem," said Michael Rosen, chief investment officer for Angeles Investment ...

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    • THE OCIO INDUSTRY IS THE 'WILD WEST.' HERES HOW TO TAME IT.

      THE OCIO INDUSTRY IS THE 'WILD WEST.' HERES HOW TO TAME IT. 09-10-2019

      Michael Rosen, chief investment officer at Angeles, said hes surprised that other OCIO firms are not using GIPS Standards to measure their ...

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  • COPYRIGHT © 2022
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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