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![A Tremendous Loss on 9/11 and the Path Forward]()
21 Apr, 2021A Tremendous Loss on 9/11 and the Path Forward
Sept. 11, 2001 is a day most Americans can't forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father.
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![Artadia announces 2021 Los Angeles Awardees]()
8 Apr, 2021Artadia announces 2021 Los Angeles Awardees
The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual artists with unrestricted, merit-based financial awards as well as community support, advocacy...
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![Are Advisors Really Doing Something About Diversity?]()
2 Mar, 2021Are Advisors Really Doing Something About Diversity?
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 ÃÅ"bias trainingÃÂ sessions for all interested employees. Those meetings produced multiple insights...
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![What to Know About the Average Rate of Return on Mutual Funds]()
26 Feb, 2021What to Know About the Average Rate of Return on Mutual Funds
"Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief investment officer for Angeles Investments. Rosen adds that when reviewing track records, it's...
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![A Decade of Growth: How the Biggest Managers Consolidated their AUM Advantage]()
27 Jan, 2021A Decade of Growth: How the Biggest Managers Consolidated their AUM Advantage
"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 Investment Advisors, an investment consultant.
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![Renaissance Caps Transition as Succession Issue Stalks Hedge Funds]()
20 Jan, 2021Renaissance Caps Transition as Succession Issue Stalks Hedge Funds
Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to get a lot of attention, says Michael Rosen, principal and CIO at Angeles Investment Advisors
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![Ares, GIP Muscle into Aviation Market with New Deals]()
13 Jan, 2021Ares, GIP Muscle into Aviation Market with New Deals
Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation that absorbed heavy damage, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![Consultants Create Group to Focus on Industry Diversity]()
5 Jan, 2021Consultants Create Group to Focus on Industry Diversity
Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations and other funds. Founding members include Angeles Investment Advisors.
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![Nineteen Predictions for Wealth Management in 2021]()
24 Dec, 2020Nineteen Predictions for Wealth Management in 2021
2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management business. It will be much the same in 2021. This is a year of the Have and Have Nots. A number of...
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![Amid Election Turmoil, Institutional Investors Stay Focused on the Pandemic]()
4 Nov, 2020Amid Election Turmoil, Institutional Investors Stay Focused on the Pandemic
"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 reasons. For our country, society, our children, their children. But not the markets."
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![Growth Equity, High Yield and REITs Pique Investor Interest amid Pandemic]()
21 Sep, 2020Growth Equity, High Yield and REITs Pique Investor Interest amid Pandemic
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 Investment Advisors. We've seen outflows from equity and inflows to fixed income all year and...
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![Fed Hires BlackRock to Help Calm Markets. Its ETF Business Wins Big.]()
18 Sep, 2020Fed Hires BlackRock to Help Calm Markets. Its ETF Business Wins Big.
"It's not that complicated, really. The Fed says, 'We're buying this.' OK, then, I'm going to buy it too," said Michael Rosen, chief investment officer of Angeles Investments. Mr. Rosen said he picked the fund because of its size and liquidity.
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![Pensions See Opportunities in Distressed Debt as Businesses Struggle]()
10 Sep, 2020Pensions See Opportunities in Distressed Debt as Businesses Struggle
"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 way of knowing if the distressed opportunity set is as large or as attractive as some have...
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![OCIO Focus: HereÃs How OCIOs are Navigating the Pandemic]()
17 Aug, 2020OCIO Focus: HereÃs How OCIOs are Navigating the Pandemic
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 deployed. And so at the beginning of the second quarter we were basically right on our long-term...
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![Consultants Spoke Out Against Racism. But Will Actions Follow?]()
15 Jun, 2020Consultants Spoke Out Against Racism. But Will Actions Follow?
Are consultantsà statements backed up by actionable change to make their own firms more inclusive, and increase the recommendations for black and other minority-owned asset managers? FundFire reached out to 19 of the most prominent names...
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![Michael Rosen Interview w/ Institutional Investors - Now What Do We Do? - Part 3]()
28 May, 2020Michael Rosen Interview w/ Institutional Investors - Now What Do We Do? - Part 3
Michael Rosen, Angeles Investments Chief Investment Officer, is participating in a three-part interview for Institutional Investors Networks series, Now What Do We Do?
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![Tests, Vaccines, Labs: Investors Put Money Toward Coronavirus Relief]()
18 May, 2020Tests, Vaccines, Labs: Investors Put Money Toward Coronavirus Relief
Angeles Investment Advisors, an outsourced CIO (OCIO) and investment consultant, for instance, co-invested in LetsGetChecked, a company producing at-home test kits. The company is adding a test for COVID-19 to its slate of products.
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![Michael Rosen Interview w/ Institutional Investors - Now What Do We Do? - Part 2]()
13 May, 2020Michael Rosen Interview w/ Institutional Investors - Now What Do We Do? - Part 2
Michael Rosen, Angeles Investments Chief Investment Officer, is participating in a three-part interview for Institutional Investors Networks series, Now What Do We Do?
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![Michael Rosen Interview with Institutional Investors - Now What Do We Do?]()
7 May, 2020Michael Rosen Interview with Institutional Investors - Now What Do We Do?
Michael Rosen, Angeles Investments' Chief Investment Officer, is participating in a three-part interview for Institutional Investors Network's series, Now What Do We Do?
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![Angeles Invests in Development of COVID-19 Testing]()
6 May, 2020Angeles Invests in Development of COVID-19 Testing
Angeles Investments is pleased to announce its participation in an oversubscribed $71 million Series C funding round for LetsGetChecked as a direct co-investment. LGC is an at-home health personal testing and insights company offering a wide range...
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![Alpha Capital Management launches OCIO indexes with Nasdaq]()
5 May, 2020Alpha Capital Management launches OCIO indexes with Nasdaq
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 classes provided by 16 OCIO managers, including Angeles Investment Advisors...
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![Not Everyone Sees Opportunity in Distressed Debt Mega-Funds]()
5 May, 2020Not Everyone Sees Opportunity in Distressed Debt Mega-Funds
"This is probably the story of the dog that didnÃt bark," said Michael Rosen, chief investment officer at Angeles Investment Advisors. "I'm not finding anything compelling with these mega fundraises for the coming collapse of the corporate credit...
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![Amid COVID-19 Crisis, Who Will Institutional Investors Turn To For Advice]()
29 Apr, 2020Amid COVID-19 Crisis, Who Will Institutional Investors Turn To For Advice
The 2019 Greenwich Quality Leaders in Overall U.S. Investment Consulting have set themselves apart from their competitors. The 2019 Greenwich Quality Leaders for the 'Midsize Consultant' category are Angeles Investment Advisors and...
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![RVK, Angeles Land Top Spots on Greenwich Consultant Ranking - Again]()
29 Apr, 2020RVK, Angeles Land Top Spots on Greenwich Consultant Ranking - Again
Angeles Investment Advisors and RVK landed top spots in Greenwich Associates' investment consultant ranking for the third year in a row. The ratings are based on an annual survey of asset owners.
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