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![Benefits of Outsourced Chief Investment Office (OCIO)]()
7 Sep, 2018Benefits of Outsourced Chief Investment Office (OCIO)
Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management conveys these advantages and more.
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![Talkin' Turkey]()
14 Aug, 2018Talkin' Turkey
The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was a phrase that denoted pleasant, or even silly, ...
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![FIDELITY BETS ON ZERO-FEE INDEX FUNDS]()
9 Aug, 2018FIDELITY BETS ON ZERO-FEE INDEX FUNDS
If the no-fee funds bring more customers into the store, "they can sell them other products and services," says Michael Rosen. "This isn't altruism, it makes good business sense."
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![Not Beach Reading]()
6 Jul, 2018Not Beach Reading
I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is generally defined as light, pleasurable, contemporary fiction, often with some ...
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![2018 IMPACT INVESTING WEBINAR]()
18 Jun, 20182018 IMPACT INVESTING WEBINAR
Join Angeles Investment Advisors, Avivar Capital and Green Hasson Janks for an in-depth discussion of Impact Investing for Nonprofits.
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![WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?]()
9 Jun, 2018WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?
"If I were invested in a manager who bought a team, it would make me question my investment thesis," said Michael Rosen, chief investment officer of $28 billion Angeles Investment Advisors, which isn't an Appaloosa client.
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![Everybody Out'ta the Pool]()
15 May, 2018Everybody Out'ta the Pool
Markets work through the forces of demand and supply. This axiom applies to all markets, from housing to marriage (as Gary Becker famously noted), and anywhere there is an exchange of goods or ...
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![Angeles Investment Advisors Receives Greenwich Quality Leader Award]()
2 May, 2018Angeles Investment Advisors Receives Greenwich Quality Leader Award
Angeles Investment Advisors is pleased to announce that it was named a 2017 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates.
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![Bear Markets, Bull Markets, and (mis)Timing - Highlights (2:17)]()
18 Apr, 2018Bear Markets, Bull Markets, and (mis)Timing - Highlights (2:17)
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important distinctions among bear markets, and identifying three categories with...
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![Bear Markets, Bull Markets, and (mis)Timing - Full (1:21:37)]()
18 Apr, 2018Bear Markets, Bull Markets, and (mis)Timing - Full (1:21:37)
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important distinctions among bear markets, and identifying three categories with...
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![1st Quarter 2018 - Happiness]()
6 Apr, 20181st Quarter 2018 - Happiness
Herodotus tells of the travels of Solon, the great Athenian lawgiver and jurist, who set out to travel the known world. Solon comes to Lydia and is brought to its king, Croesus, said to be the wealthiest man in the world.
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![Importance of Back Office Support]()
2 Apr, 2018Importance of Back Office Support
A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, while also addressing ongoing legal, accounting, and compliance matters with detailed expertise.
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![GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE]()
18 Mar, 2018GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE
"If you sell your shares, you are giving up any modicum of influence you may have," said Michael Rosen, CIO of Santa Monica, California-based Angeles Investment Advisors.
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![4TH QUARTER 2017 - BEASTS]()
30 Jan, 20184TH QUARTER 2017 - BEASTS
Paris, at the turn of the 20th century, was the center of the world: the City of Lights embraced innovative entrepreneurs and artists alike.
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![OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER]()
30 Jan, 2018OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER
To some this suggested Levin would stay for now, which reassured some investors. "I have no plans to make sudden moves at this point," said Michael Rosen, CIO at Angeles Investment Advisors LLC, which invests in a fund managed by Levin.
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![BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS]()
30 Jan, 2018BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS
CEO's don't matter that much. It's more about the culture they engender and the stability of the investment team," said Rosen, who's invested with Och-Ziff's credit-opportunities fund. "We have money that Jimmy oversees, and that's what matters"
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![CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS]()
23 Jan, 2018CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS
"This was not well communicated or handled," says Michael Rosen, chief investment officer at Angeles Investment Advisors LLC.
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![Angeles Investment Advisors Hires Senior Investment Team; Opens New Office]()
22 Jan, 2018Angeles Investment Advisors Hires Senior Investment Team; Opens New Office
Angeles Investment Advisors announced today the hiring of David Brief, CFA and Brandon Pevnick, CFA, formerly of the investment office of the Jewish Federation of Metropolitan Chicago.
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![ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE]()
22 Jan, 2018ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE
David Brief was named senior managing director and head of the Angeles Investment Advisors' new Chicago office, said Michael Rosen, co-founding principal and chief investment officer of the investment consultant.
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![TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS]()
22 Jan, 2018TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS
"The tech giants control such an enormous part of our lives online, financial services could be one of those things that could make sense for them to offer," said Michael A. Rosen.
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![EMERGING MARKETS GURU MARK MOBIUS TO RETIRE]()
8 Jan, 2018EMERGING MARKETS GURU MARK MOBIUS TO RETIRE
"When he started, there was no Internet and you could barely make a phone call," said Mr Michael Rosen, CIO at Angeles Investment Advisors in Santa Monica, California. "People on the ground had a distinctive advantage."
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![Updating the Triangle]()
3 Jan, 2018Updating the Triangle
Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of valuation, momentum and sentiment. To recap, the ideal ...
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![(Not) Recommended Reading]()
20 Dec, 2017(Not) Recommended Reading
I dont like recommended lists. They turn experiences into a contest (and the winner is), and one reviewers preferences may have little to do with mine.That said, since my writing covers a very wide ...
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![Hot As Hell]()
16 Nov, 2017Hot As Hell
Hell is hot, as everyone knows. Everyone knows this, but there really is no conclusive evidence: no eyewitness reports, no scientific instruments to measure the temperature in Hell. So, how do we know ...
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