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Insights from our CIO
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![Michael Rosen]()
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CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
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![What Asset Managers Have on Their Summer Reading Lists]()
1 Aug, 2019What Asset Managers Have on Their Summer Reading Lists
Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first impeachment, that of Andrew Johnson, who is usually cited as the worst president weÃve ever had (so far).
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![More (Not Necessarily) Beach Reading]()
29 Jul, 2019More (Not Necessarily) Beach Reading
For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach reading list is a challenge for me for two reasons: ...
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![Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers]()
23 Jul, 2019Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers
At endowments with just around $1 billion in assets, the whole staff tends to be involved in themanager research process, but theres "often an initial screening done by the more junior person," says Michael Rosen, principal and CIO at Angeles...
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![Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires]()
17 Jul, 2019Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires
I still think it's actually very early days in the space, but I think there's certainly a growing interest among investors for how to incorporate ESG principles into the investment process. I think there's no right answer and there's still a lot...
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![2nd Quarter 2019 - Sustain]()
2 Jul, 20192nd Quarter 2019 - Sustain
Sustain reflects on business, family and how investors can effect positive change.
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![Bring Home the Bacon]()
16 May, 2019Bring Home the Bacon
Bacon sure is popular. McDonalds, which probably has the best pulse on Americans culinary tastes, introduced Cheesy Bacon Fries for a few months earlier this year, to great acclaim, and this week ...
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![Angeles Investment Advisors Wins Greenwich Quality Leader Award]()
26 Apr, 2019Angeles Investment Advisors Wins Greenwich Quality Leader Award
Angeles Investment Advisors is pleased to announce it was named a 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates earning the quality leader award for the second consecutive year.
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![AWM Appoints Harry S. Grand as Senior Managing Director; Opens New York Office]()
16 Apr, 2019AWM Appoints Harry S. Grand as Senior Managing Director; Opens New York Office
Angeles Wealth Management is pleased to announce that Harry S. Grand has joined the firm as Senior Managing Director and head of the firm's New York Office, located in The Seagram Building in midtown Manhattan, effective immediately.
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![1st Quarter 2019 - In the Dust]()
16 Apr, 20191st Quarter 2019 - In the Dust
One of the most popular writers of the 20th century was born, and died, in Manhattan. Kansas, and New York, that is, respectively. Damon Runyon was born to a family of newspapermen.
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![The Importance of Investment Access and Diversification]()
15 Apr, 2019The Importance of Investment Access and Diversification
The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth families and individuals need the tools to navigate and gain access to interconnected global...
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![Inversion]()
12 Apr, 2019Inversion
Say "inversion" to a Californian, and the most likely word association is layer. Its our topography that causes this phenomenon, accounting for the haze, smog and June Gloom we experience. Its not a ...
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![Hedge Fund Fees Tighten as '1 or '30 Gains Ground]()
3 Apr, 2019Hedge Fund Fees Tighten as '1 or '30 Gains Ground
There's no downside to exploring new models or negotiating fees, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor that invests in hedge funds.
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![Angeles Investment Advisors Announces Internal Promotions]()
1 Apr, 2019Angeles Investment Advisors Announces Internal Promotions
Angeles Investment Advisors, LLC announced today the internal promotions of three investmentprofessionals.
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![Truth and Consequences]()
3 Mar, 2019Truth and Consequences
Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North America, stretching from present-day Canada to Mexico, from the Rockies to the ...
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![Only the Lonely]()
4 Feb, 2019Only the Lonely
My first impression when flying into Mexico City a few weeks ago was its vastness. From the air, the city seems to stretch forever. The Valley of Mexico has been inhabited for over 12,000 years, and ...
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![Diligence This: Managers Face Hard Questions After Shaky '18]()
16 Jan, 2019Diligence This: Managers Face Hard Questions After Shaky '18
The question now for funds that were down is understanding how much of performance was tied to market-related reasons and what was self-inflicted by managers, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![4th Quarter 2018 - Stumble]()
10 Jan, 20194th Quarter 2018 - Stumble
Finland is a small country of around 5.5 million people, about the population of the state of Minnesota. The country has produced one notable musician, Jean Sibelius, and one global company in Nokia.
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![Angeles Investment Advisors Announces Organizational Changes]()
3 Jan, 2019Angeles Investment Advisors Announces Organizational Changes
Angeles Investment Advisors announced today internal promotions and a new hiring. Derrick Cruz and William Yung have been admitted as new owners of the firm.
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![Angeles' Proprietary Capital Market Assumptions]()
1 Jan, 2019Angeles' Proprietary Capital Market Assumptions
Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation of investment policy.
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![Book Wrap]()
31 Dec, 2018Book Wrap
Time for my semi-annual book perspective. I read a lot of books, but truthfully, most of them I move through pretty quickly. In the non-fiction world, I find many to be one-dimensional, perhaps an ...
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![Breathe]()
20 Dec, 2018Breathe
Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this practice, called pranayama, was codified in the ...
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![OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES]()
12 Dec, 2018OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES
Och-Ziff kept investors in the loop as it rolled out the changes, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor that invests with Och-Ziff in its credit and real estate funds.
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![CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND]()
23 Nov, 2018CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND
The increased consolidation among traditional non-discretionary investment consultants is the result of the industry being commoditized, said Michael A. Rosen, CIO of Angeles Investment Advisors LLC.
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![Angeles CIO Michael Rosen Interviewed by Bloomberg]()
18 Nov, 2018Angeles CIO Michael Rosen Interviewed by Bloomberg
Bloomberg Finance, John Tucker and Katia Porzecanski discuss the October equity selloff with Michael Rosen, Chief Investment Officer of Angeles Investment Advisors.
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