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    • FOURTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD

      FOURTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-27-2021

      For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize ...

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    • A TREMENDOUS LOSS ON 9/11 AND THE PATH FORWARD

      A TREMENDOUS LOSS ON 9/11 AND THE PATH FORWARD 04-21-2021

      Sept. 11, 2001 is a day most Americans cant forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe ...

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    • ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES

      ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES 04-08-2021

      The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual ...

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    • 1ST QUARTER 2021 - COGNITIVE DISSONANCE

      1ST QUARTER 2021 - COGNITIVE DISSONANCE 04-05-2021

      Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably ...

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    • MARCH 2021 GLOBAL MARKET INDEX PERFORMANCE

      MARCH 2021 GLOBAL MARKET INDEX PERFORMANCE 04-01-2021

      Global equities posted positive returns in March, with the MSCI ACWI IMI up 2.6%, the S&P 500 up 4.4%, and non-US developed equity markets up 2.3% ...

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    • WITH A LITTLE HELP FROM OUR FRIENDS

      WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021

      For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined ...

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    • WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH

      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

      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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    • 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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    • FEBRUARY 2021 GLOBAL MARKET INDEX PERFORMANCE

      FEBRUARY 2021 GLOBAL MARKET INDEX PERFORMANCE 03-01-2021

      Global equities posted positive returns in February, with the MSCI ACWI IMI up 2.7%, the S&P 500 up 2.8%, non-US developed equity markets up 2.2% ...

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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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    • MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS

      MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS 02-18-2021

      When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to ...

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    • A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION

      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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    • RESILIA - PHILANTHROPY REPORT 2021

      RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

      While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...

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    • JANUARY 2021 GLOBAL MARKET INDEX PERFORMANCE

      JANUARY 2021 GLOBAL MARKET INDEX PERFORMANCE 02-01-2021

      Global equities gave up their gains for the month as January came to a close, with the MSCI ACWI IMI down -0.2%, the S&P 500 down -1.0%, non-US ...

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    • STOP THE GAME!

      STOP THE GAME! 01-31-2021

      Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price ...

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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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    • RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS

      RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021

      Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to ...

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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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    • 4TH QUARTER 2020 - NA TRIOBLOIDI

      4TH QUARTER 2020 - NA TRIOBLOIDI 01-11-2021

      Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She ...

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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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    • DECEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE

      DECEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 01-04-2021

      Global equities continued to rally in December, with the MSCI ACWI IMI up 5.0%, the S&P 500 up 3.8%, non-US developed equity markets up 4.7 % in ...

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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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    • FIRESIDE READING

      FIRESIDE READING 12-15-2020

      Since my last update a few months ago (https://www.angelesinvestments.com/institutional-insights/still-beach-reading), I've moved from the beach to ...

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