Latest Blog: Yellow Flag - 05/10/2022
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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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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 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 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 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 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? 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 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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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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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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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 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 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 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 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 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 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 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. 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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INTERVIEW W/ MICHAEL ROSEN: HYBRID FUND STRUCTURES TEE UP OPTIONS 08-07-2019
Investors have a hard time deciding which allocation bucket hedge fund-private equity crossover products belong in, says Michael Rosen, principal and ...
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WHAT ASSET MANAGERS HAVE ON THEIR SUMMER READING LISTS 08-01-2019
Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first ...
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MULTIBILLION E&FS STRUGGLE WITH RESOURCE LIMITATIONS WHEN EVALUATING MANAGERS 07-23-2019
At endowments with just around $1 billion in assets, the whole staff tends to be involved in themanager research process, but theres "often an initial ...
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HEDGE FUND FEES TIGHTEN AS '1 OR '30 GAINS GROUND 04-03-2019
Theres no downside to exploring new models or negotiating fees, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and ...
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DILIGENCE THIS: MANAGERS FACE HARD QUESTIONS AFTER SHAKY '18 01-16-2019
The question now for funds that were down is understanding how much of performance was tied to market-related reasons and what was self-inflicted by ...
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CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND 11-23-2018
The increased consolidation among traditional non-discretionary investment consultants is the result of the industry being commoditized, said Michael ...
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