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![December 2022 Global Market Index Performance]()
3 Jan, 2023December 2022 Global Market Index Performance
After a 2-month rally, global equities posted negative returns in December. The S&P 500 returned -5.8%, while the MSCI ACWI fell -3.8%. As dollar weakness continued, non-U.S. equity market performance outperformed U.S. equity performance for the...
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![Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin]()
16 Dec, 2022Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.
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![Angeles Wealth Launches Comprehensive Mission-Related Investing Program]()
8 Dec, 2022Angeles Wealth Launches Comprehensive Mission-Related Investing Program
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families' investment and philanthropic activities and deliver bespoke solutions...
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![Don't Give Up on Charitable Giving Just Yet]()
5 Dec, 2022Don't Give Up on Charitable Giving Just Yet
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will dig deep because they recognize the organizations they support need them more than ever...
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![November 2022 Global Market Index Performance]()
1 Dec, 2022November 2022 Global Market Index Performance
For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as dollar weakness bolstered non-U.S. equity market performance. In the U.S., value stocks continued...
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![Tough Markets, Increased Pleas For Help - Challenges For Philanthropy]()
23 Nov, 2022Tough Markets, Increased Pleas For Help - Challenges For Philanthropy
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.
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![Year End Newsletter 2022]()
21 Nov, 2022Year End Newsletter 2022
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022.
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![Everything Human is Pathetic]()
18 Nov, 2022Everything Human is Pathetic
This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, obtuse, repetitive, numbingly boring.An exception is the ...
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![Fat Bear Time Webinar]()
1 Nov, 2022Fat Bear Time Webinar
Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment environment.
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![October 2022 Global Market Index Performance]()
1 Nov, 2022October 2022 Global Market Index Performance
Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2% and the S&P 500 up 8.1%. Growth stocks underperformed value stocks for the month, and small cap stocks outperformed large cap. U.S. investment-grade bonds decreased...
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![Why Wealth Management's Diversity Issues Go Deeper than Demographics]()
26 Oct, 2022Why Wealth Management's Diversity Issues Go Deeper than Demographics
For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising.
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![Fireside Reading]()
18 Oct, 2022Fireside Reading
It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and five fiction books to recommend, each superb. ...
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![Angeles: ESG Is Here To Stay]()
17 Oct, 2022Angeles: ESG Is Here To Stay
Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes itÃs here to stay. In a recent Q&A with Wealth Solutions Report, Sapna shared her thoughts the ESG movement and what comes next.
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![3rd Quarter 2022 - Skywave]()
7 Oct, 20223rd Quarter 2022 - Skywave
On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died of his injuries. It was a sudden, but not surprising, end to a strange, but remarkable, life.
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!['IN the Office' with Jon Foster, CEO of Angeles Wealth Management]()
5 Oct, 2022'IN the Office' with Jon Foster, CEO of Angeles Wealth Management
Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth families build charitable legacies and maintain and pass on generational wealth.
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![September 2022 Global Market Index Performance]()
3 Oct, 2022September 2022 Global Market Index Performance
Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7% and the S&P 500 down -9.2%. Growth stocks underperformed value stocks for the month, and small cap stocks underperformed large cap. U.S. investment-grade bonds...
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![Morris Clothier appointed Managing Director, Capital Markets & Wealth Advisory]()
28 Sep, 2022Morris Clothier appointed Managing Director, Capital Markets & Wealth Advisory
Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory.
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![Beyond Everyday Portfolio Management: An OCIO's True Role]()
19 Sep, 2022Beyond Everyday Portfolio Management: An OCIO's True Role
While Angeles' primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our partnerships often extend beyond the boundaries of portfolio management.
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![The Theory of Giving: The ÃËWhyà Behind Philanthropy]()
13 Sep, 2022The Theory of Giving: The ÃËWhyà Behind Philanthropy
"For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for the sake of philanthropy... it's about aligning a foundationÃs values with the entire picture..."
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![Mid Year 2022 Capital Market Assumptions]()
12 Sep, 2022Mid Year 2022 Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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![August 2022 Global Market Index Performance]()
1 Sep, 2022August 2022 Global Market Index Performance
Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6% and the S&P 500 down -4.1%. Growth stocks underperformed value stocks for the month, while small cap stocks outperformed large cap. U.S. investment-grade...
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![High Oil Prices Offer Endowment Boost]()
31 Aug, 2022High Oil Prices Offer Endowment Boost
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, our CIO Michael Rosen, told Inside Higher Ed that many universities aren't budging.
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![Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now]()
30 Aug, 2022Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now
Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with attacking BlackRock and the European firms, so then who is the next bogeyman you have to go after?"
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![When Clients Think They Are Immortal: A Cautionary Tale]()
29 Aug, 2022When Clients Think They Are Immortal: A Cautionary Tale
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can fail to take the appropriate steps to properly pass down their assets.
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