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• TIME TO START FORAGING FOR FOREIGN STOCKS AS DOLLAR DECLINES 08-03-2023

  "Weakness in the U.S. dollar would make non-U.S. assets relatively more attractive, and we may seek to tactically shift our allocations, but long ...

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• INVESTORS HAVEN'T BEEN THIS OPTIMISTIC ABOUT THE STOCK MARKET SINCE APRIL 2021 07-21-2023

  Michael Rosen, managing partner and chief investment officer at Angeles Investments, recently told Money that earnings disappointments in the coming ...

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• A FAMILY FOUNDATION MANIFESTS ITS LEGACY THROUGH PHILANTHROPY 06-27-2023

  When it comes to philanthropic efforts, it should all start with "why." Marta Ferro shares the story of how the Berman Family Foundation manifests its ...

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• WHAT BULL MARKET FOR STOCKS? INVESTORS ARE STILL SITTING ON A PILE OF CASH 06-14-2023

  Michael Rosen, co-founder and CIO of Angeles Investments, which advises endowments, foundations and private pension funds, still thinks a lot of cash ...

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• CHLOE WOHLFORTH HAS BEEN INCLUDED IN INVESTMENTNEWS' 40 UNDER 40 LIST 06-13-2023

  We're pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included in InvestmentNews' 40 Under 40 list! Honorees exhibit ...

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• HOWARD PERLOW NAMED ANGELES INVESTMENTS' 1ST CEO 06-08-2023

  Chief Investment Officer recently covered our announcement that Angeles Investments co-founder, Howard Perlow, has been appointed the firm's ...

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• ENDOWMENTS TAP ALUMNI FOR PE OPPORTUNITIES, BUT DOES IT PAY OFF? 05-25-2023

  "It's not clear to me, absent a fund-by-fund review, that Yale generated better returns because the alumni were better investors"or if they were ...

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• RIA ROUNDTABLE: TAKEAWAYS FROM THE ONGOING TURMOIL IN REGIONAL BANKING 05-25-2023

  In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from ...

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• WHAT IS A DIVERSE MANAGER? EVOLVING CONSULTANT DEFINITIONS RAISE QUESTIONS 05-16-2023

  In the last few years, there has been a push from groups like the Institutional Investing Diversity Cooperative to have OCIOs and consultants move ...

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• WHAT WEALTHY FAMILIES NEED FROM ADVISORS 05-11-2023

  What will prompt more women to choose to be a financial advisor? "It comes down to the huge shift in wealth, control of assets from men to women, that ...

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• THE FEDERAL RESERVE JUST RAISED INTEREST RATES AGAIN - 2 IMPORTANT MONEY MOVES 05-02-2023

  If you have high-interest debt, the best move is to pay it off, Angeles Wealth Management CEO Jonathan Foster says. "Start with the highest rate debt ...

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• U.S. INCHING TOWARD RECESSION AS GROWTH CONCERNS MOUNT, SAYS ANGELES CIO 04-27-2023

  In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such ...

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• ANGELES INVESTMENT ADVISORS SETS UP UNIT TO DRIVE PRIVATE-MARKETS PUSH 04-18-2023

  Multiasset manager Angeles Investment Advisors has launched a new private-markets investment unit to capitalize on growing demand for alternative ...

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• ADVISOR TRAINING: HERE ARE FIRMS' BEST PRACTICES 04-05-2023

  President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's ...

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• ANGELES SCOUTS GROWTH, VC FOR PE BUILDOUT 03-24-2023

  Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO ...

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• ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023

  A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This ...

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• INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023

  The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic ...

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• HOW DIRECT INDEXING WILL EVOLVE IN 2023 01-18-2023

  Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing ...

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• NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER. 01-12-2023

  Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, ...

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• BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN 12-16-2022

  "The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a ...

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• DON'T GIVE UP ON CHARITABLE GIVING JUST YET 12-05-2022

  Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will ...

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• TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022

  Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...

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• WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022

  For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising. ...

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• ANGELES: ESG IS HERE TO STAY 10-17-2022

  Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth ...

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