Latest Quarterly Commentary: 1st Quarter 2024 - Luminiferous - 04/09/2024 • Latest Blog Post: Fireside Reading - 03/01/2024
Latest Commentary: 1st Quarter 2024 - Luminiferou... - 04/09/2024 •
Latest Blog: Fireside Reading - 03/01/2024
Angeles Wing Angeles Wing Angeles Wing Angeles Wing
PASSION. INTEGRITY. RESULTS.

Enhancing our clients' ability to serve their constituents and communities, 通过提供综合投资办公室的资源以及健全治理所需的经验和框架.

Angeles Is Proud to Be a Certified B Corporation™ arrow 
Angeles Wins Greenwich Quality Leader Award for 6th Consecutive Year arrow

WELCOME TO ANGELES

Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and industry.

We embrace intense passion for what we do, focused and undistracted in our purpose. We act with unquestionable integrity, serving as a trusted steward and long-term partner with our clients. We seek superior results, as investment success provides expanded ways for our clients to achieve their mission.

我们邀请您浏览我们的网站，了解我们经验丰富的团队如何帮助您实现独特的投资目标.

READ MORE ABOUT ANGELES
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  • Anna and Howard

    WHO WE ARE

    Founded in 2001, Angeles is a multi-asset investment firm, building customized portfolios for institutional and private wealth investors. Working as a seamless extension of our clients, 我们的投资办公室致力于提供世界一流的专利研究和投资组合实施, along with comprehensive back office support.

    READ MORE ABOUT WHO WE ARE
  • Michael and Howard

    THE ANGELES DIFFERENCE

    We aspire to be the most respected and admired investment manager, globally recognized for our positive impact on our clients and industry. Our clients come first in how we think and the actions we take. 他们的使命和yabo亚博网站登录首页激励着我们开发定制投资计划，以满足独特的投资需求. As a result, 我们经过深思熟虑，有意建立了一个我们相信是首屈一指的投资机构.

    READ MORE ABOUT THE ANGELES DIFFERENCe
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  • B Corp TM

  • ANGELES IS A B CORP

    We use business as a force for good™. We're proud to be recognized for putting people and planet right up there with profit.

    READ MORE ABOUT B CORPS

    *The rating was given by B Lab™ Global on January 29, 2023, 并将涵盖2023年1月至2026年1月期间，届时Angeles将重新获得认证. Angeles pays an annual fee to maintain this membership. ** Angeles Wealth was not examined in the certification process.

AT A GLANCE FACTS

  • OCIO assets

    $42.1 BILLION IN ASSETS* $6.4 Billion Discretionary
    $35.7 Billion Consulting

    $42.1 BILLION IN ASSETS* $6.4B Discretionary
    $35.7B Consulting

  • 6 Investment Officers Averaging 25+ Years of Experience

    7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience

  • 20 years in business icon

    20+ Years in Business

  • Employee Owned Icon

    INDEPENDENT 100% Employee Owned

  • B Corp TM Certified

    B Corp™ Certified

  • GIPS Icon

    GIPS®** Compliant

  • PRI Logo

    PRI Signatory

*OCIO assets represent SEC regulatory assets under management. For the $35.7 billion in consulting assets, Angeles对资产配置决策没有自由裁量权，但确实收取费用. **Angeles claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

GREENWICH QUALITY LEADER

Angeles Investments has been named a 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles是该类别中唯一连续六年获此殊荣的顾问.

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READ MORE ABOUT GREENWICH

Angeles was designated as a Greenwich Quality Leader in Overall U.S. 2017年、2018年、2019年、2020年、2021年和2022年调查中中型顾问的投资咨询. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2022 study covers 727 institutional clients, including 14 Angeles clients. 结果可能不代表任何一个客户的体验，因为结果仅代表响应客户的所有体验的平均值.

ARTICLES & INSIGHTS arrow

  • 1ST QUARTER 2024 - LUMINIFEROUS

    1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024

    美国最伟大的科学家之一要为历史上最著名的失败实验负责. Therein lies lessons for investors today. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, Michael Rosen.

    READ COMMENTARY
  • FIRESIDE READING

    FIRESIDE READING 03-01-2024

    7本新选集——3本小说，4本非小说——现在还是炉边阅读的季节. Enjoy! Fiction

    READ BLOG POST
  • MONEY LIFE WITH CHUCK JAFFE

    MONEY LIFE WITH CHUCK JAFFE 12-11-2023

    As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, 与Chuck Jaffe一起加入Money Life，讨论他对经济的预期以及投资者在2024年应该注意什么.

    LISTEN TO PODCAST
  • GIVING

    GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

    In this discussion, Angeles CIO Michael Rosen & 总经理Garry Duncan深入探讨了Michael第二季度评论的核心主题“Foxy”。. The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.

    WATCH VIDEO
  • 2023 SUSTAINABILITY REPORT

    2023 SUSTAINABILITY REPORT 04-05-2024

    Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. 本年度报告重点介绍了2023年我们的可持续发展举措和取得的进展.

    READ INSIGHT
  • TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT

    TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT 04-02-2024

    一个社区基金会开始了一段变革之旅，以提高其投资效率和使命一致性. 下面的案例研究强调了基金会向完全自由裁量的OCIO的转变.

    READ INSIGHT
  • SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY

    SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024

    在疫情最严重的时候，电视明星本·麦肯齐(Ben McKenzie)是加密货币的完美典范. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.

    WATCH VIDEO
  • MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE

    MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE 04-01-2024

    Global equity returns were positive for March. The S&P 500 returned 3.2% and the MSCI ACWI increased 3.2%, while developed non-U.S. equities (MSCI EAFE) rose 3.3%. In the U.S., value stocks outperformed growth while small cap outperformed large cap.

    READ MARKET UPDATE
  • ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY

    ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024

    "Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles CIO, Michael Rosen. "Small-caps are also much more leveraged than large-caps, thus riskier..."

    READ NEWS
  • GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS

    GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS 03-19-2024

    "The real question is 'What is our clients legacy?'" Chloe said. "What does that mean? 因此，我们要确保我们提出的计划反映了这一点，并确保它们的遗产得以传承."

    READ NEWS
  • IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS.

    IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS. 03-13-2024

    Chloe Wohlforth, partner at Angeles Wealth Management, 今天，我们将与InvestmentNews的主持人格雷格·格林伯格一起讨论理财顾问如何才能最好地帮助客户完成从积累资产到创建慈善遗产的转变.

    WATCH VIDEO
  • WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH

    WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH 03-01-2024

    “华尔街会接受任何能给他们带来资金的东西，所以你不会知道它是好是坏," said Michael Rosen, CIO at multi-asset investment firm Angeles Investments, adding that he believes faith in cryptocurrencies...

    READ NEWS

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