OCIO Beyond Asset Management & A Partnership Mentality
As a co-fiduciary with each client, Angeles is a true partner, aligned in overseeing their investment program and providing support beyond simply managing assets.
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Full-Service & Fully Resourced Investment Office
Angeles will provide depth, context, resources, and perspective through access to a highly collaborative and engaging team, including leadership, CIO, research, operations, and reporting.
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Highly Accessible & Experienced Service Team
Support from seasoned professionals, averaging 25+ years of industry and non-profit experience.
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Governance
Angeles acts as a fiduciary and we are compensated only by our clients.
We Strengthen Fiduciary Oversight by establishing a prudent governance structure, outlining roles and responsibilities of all parties, which lays the foundation for an efficient decision-making framework. -
Broad Institutional Experience with Focus on Non-Profits
Most of Angeles' clients are non-profit, mission-driven organizations.
Deep experience working with and supporting Defined Benefit and Defined Contribution plans.
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Investment Services & Solutions
Custom Investment Solutions allow Angeles to meet our clients where they are -
Range of Solutions
We offer total portfolio management, as well as focused solutions that can bring targeted exposure to an overall portfolio.
Range of Collaboration
Angeles offers a full spectrum of collaboration, depending on what makes sense for each client and their governing structure.
Investment Management
Investment Philosophy
We Believe:
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An experienced and highly skilled team following a disciplined, rigorous investment process can identify and capture market opportunities.
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Market conditions are dynamic, requiring adept managers to exploit inefficiencies.
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Portfolios must be structured with high conviction ideas to earn excess returns.
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The most attractive investments are scarce and capacity-constrained.
What Sets Us Apart
Angeles Forges
Its Own Path By:
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Actively questioning assumptions
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Taking an innovative investment approach that is required to achieve our clients' goals;
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Translating high-conviction views into dynamic portfolios; and
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Building a diverse, collaborative organization that facilitates agile actions.
We believe these sustainable competitive advantages accrue to the benefit of our clients and their mission.
Private Investments
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Creates the opportunity to deliver outsized returns relative to public markets given the long-term perspective, limited liquidity profile, aligned fee structure, and specialist focus.
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Angeles has proven access to attractive managers where capacity, size, and short fundraising windows are traditionally obstacles in the following sub-asset classes:
- o Private Equity
- o Private Real Assets
- o Direct Equity Co-investments
- o Private Credit
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An experienced team, leveraging deep knowledge of dynamic markets to identify and evaluate opportunities that fit best within a global portfolio.
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Robust operational capabilities to complete all start-up, documentation, and underlying paperwork as well as full monitoring and consolidated reporting.
Performance
The ability to outperform over time is extraordinarily difficult; long term success requires skill, innovation and discipline through a framework that supports repeatability.
Evidence of our Success
Angeles GIPS® Composites (after fees) Since Inception (March 2002 - March 2024) Rolling Quarterly Annualized 5-Year Returns vs. Same-Period Benchmark Returns
The above chart is derived from the Angeles GIPS® performance composites which contain important information titled "GIPS® Composite Disclosures" that should be read in conjunction with this chart. These disclosures include the composition of the benchmark returns used each year. The Angeles returns are net of all fees, including the Angeles management fee. Past performance is not an indication of future results. The supplemental reports and disclosures supporting this chart are available upon request.
Complete GIPS-compliant firm since 2002.* (Performance composites available upon request)
Mission Related Investing
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Angeles is a thought leader in mission-aligned investing. We have been helping our clients incorporate their mission-related goals into their investment portfolios for over 20 years. We partner with our clients to invest in market-rate investment strategies that are values-aligned while fully managed for risk.
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At Angeles, consideration of sustainable factors including environmental, social, and governance factors are fully integrated into our manager due diligence process across all asset classes.
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By being proactive with managers on their sustainability practices, we believe we are a catalyst for positive change in the industry.
Angeles Practices Responsibility
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Certified B Corp™
In 2023, Angeles earned a B Corp™ Certification by B Lab™, a nonprofit network focused on transforming the global economy to benefit all people, communities, and the planet. This certification is awarded to companies that demonstrate high social and environmental performance, change their corporate governance structure to be accountable to all stakeholders (not just shareholders), and exhibit transparency by allowing information about their sustainability performance to be publicly available on B Lab's website.
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UN-PRI
Angeles is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). The PRI is the world's leading proponent of responsible investment. As a PRI signatory, Angeles is committed to adopting and implementing the six Principles for Responsible Investment.
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Terrapass
Angeles Investments partnered with Terrapass to offset the carbon produced through our air travel. Terrapass does this by investing our contribution in a variety of projects across the US, including clean water and renewable energy, such as wind, landfill gas (garbage), and biofuels.
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Confluence Philanthropy
Angeles was selected to join Confluence Philanthropy, a New York and Oakland-based organization that promotes mission-aligned investing.
