Latest Blog: Fireside Reading - 12/15/2020
INVESTMENT MANAGEMENT: PERFORMANCE
- WHAT SETS US APARTINNOVATION, SKILL & EXPERIENCE PORTFOLIO MANAGEMENTOUR INVESTMENT PROCESS MISSION RELATED INVESTINGINCORPORATING CLIENT PREFERENCES PERFORMANCEMEASURING OUR SUCCESS
The ability to outperform over time is extraordinarily difficult; long term success requires skill, innovation and discipline through a framework that supports repeatability.
MEASURING OUR SUCCESS
Net-of-fee performance is an important metric by which investment programs, where objectives are translated and implemented in global markets, are measured.
Successful programs that add incremental returns over time can accrue valuable wealth clients might not otherwise enjoy.
We have a live, GIPS®-compliant track record that extends over 16 years for institutions that grant Angeles full decision-making authority over their investment assets.
Through our long history working with institutional clients in a fully discretionary capacity, we have added value above policy benchmarks and net of all fees through multiple market cycles.
Angeles is proud to be an early adopter of GIPS® (Global Investment Performance Standards). This designation defines performance measurement principles, recognized around the world for lending credibility, integrity and uniformity to performance reporting by enabling direct comparability of a firm’s track record. Thus our results—unlike those of many of our competitors—are independently verified by a third party.
We invite you to learn more about the importance of being GIPS® compliant in the attached Fiduciary Insights:
A Framework for Evaluating OCIO Performance
EVIDENCE OF OUR SUCCESS
Angeles GIPS® Composites (after fees) Since Inception (March 2002 - September 2020)
Rolling Quarterly Annualized 5-Year Returns vs. Same-Period Benchmark Returns
The above chart is derived from the Angeles GIPS® performance composites which contain important information titled "GIPS® Composite Disclosures" that should be read in conjunction with this chart. These disclosures include the composition of the benchmark returns used each year. The Angeles returns are net of all fees, including the Angeles management fee. Past performance is not an indication of future results. The supplemental reports and disclosures supporting this chart are available upon request.
We build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
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