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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTS COMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTS RESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWS PRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTS MONTHLY MARKET ANALYSIS SEARCH MEDIA
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MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...
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SHELTER FROM THE STORM 06-21-2022
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. ...
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WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022
The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and ...
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ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS 02-18-2022
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset ...
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A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021
Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO. ...
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WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021
I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...
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WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 03-02-2021
Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move ...
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A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021
The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...
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TIDE TEN | NEXT GEN FEATURING CHAUNICE PEEBLES OF ANGELES INVESTMENTS 08-18-2020
The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry. ...
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MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020
Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...
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REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020
It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have ...
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PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020
We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...
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THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY 01-07-2020
Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and ...
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YEAR END NEWSLETTER 12-02-2019
As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...
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2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 10-15-2019
Angeles Symposium on "Precision Medicine: The Future of Health Care" occurred on October 15, 2019 on the UCLA campus in Los Angeles, CA, and was ...
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FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION 06-15-2019
In January, my wife Laurie and I took a long overdue vacation to London and Paris. Before we departed, I reached out to my friend and art expert Nancy ...
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THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019
The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...
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ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019
Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...
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THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS. 07-11-2018
The following is an interview between Jonathan Foster, President and CEO of Angeles Wealth Management and Marta Gazzera Ferro, Senior Director of ...
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THOUGHTS FROM MY FATHER - JONATHAN FOSTER 05-07-2018
Thoughts From My FatherJonathan FosterMy father, Dr. Charles Foster, was aworld-renowned environmentalist. Initiatives spearheaded by him during his ...
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L.A. KITCHEN DINNER PARTY EXPERIENCE 05-07-2018
L.A. KITCHEN Dinner Party ExperienceOn April 27th Angeles Wealth Management hosted an intimate dinner party experience at L.A. Kitchen. The inspiring ...
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THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT 04-26-2018
The Future of the Investment Management Industry atThe UCLA Anderson School of ManagementBy Alan Adelman Senior Managing Director Angeles Wealth ...
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FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT 04-17-2018
Finding Philanthropy: Making the Most of Your ImpactAngeles Wealth Management Senior Managing Director, Marta Gazzera Ferro, was recently interviewed ...
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GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT 04-17-2018
Giving Circles: Comingtogether to increaseour impactHave you ever been ...
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