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9 Aug, 2021
Angeles Responsible Investing Policy - 2021
Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important missions and values of our clients. This policy articulates some of the specifics of how Angeles...
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29 Jul, 2021
Beach Reading
A few more outstanding books for your summer readingBlack Buck, Mateo AskaripourThis is an exceptional debut novel about a brilliant (Bronx Science valedictorian) Black man working at a Starbucks for ...
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7 Jul, 2021
2nd Quarter 2021 - All in the Stars
Concrete has been used as a building material since the Roman Empire 2,000 years ago. It has high compressive strength (it doesn't crack under heavy loads) but low tensile strength (it breaks easily when pulled), and its use waned in the...
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21 May, 2021
A Framework for Evaluating OCIO Performance
Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.
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29 Apr, 2021
Beach Reading
Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading.Love, by Roddy DoyleTwo old friends, Joe and Davy, reunite after many years apart. ...
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5 Apr, 2021
1st Quarter 2021 - Cognitive Dissonance
Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably used pre-history, opium was cultivated by the Sumerians 4500 years ago, and Peruvians were chewing...
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1 Apr, 2021
With A Little Help From Our Friends
For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined on Day One by Anna (because we needed someone who could do the actual work), and Sandra joined...
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22 Mar, 2021
Why Should Women Invest - Chloe Wohlforth
I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in my life. My dad died in the World Trade Center ...
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18 Feb, 2021
A New Framework to Strategic Asset Allocation
The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in the case of a pension fund), current operational expenses (in the case of an endowment) or...
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11 Feb, 2021
Resilia - Philanthropy Report 2021
While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new at all.
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31 Jan, 2021
Stop the Game!
Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price soaring.Back then, Livermore organized stock ...
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11 Jan, 2021
4th Quarter 2020 - Na Triobloidi
Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She left school at 5 and married Ralph Williams at the age of 18. August 10, 1976 was a hot summer day...
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15 Dec, 2020
Fireside Reading
Since my last update a few months ago (https://www.angelesinvestments.com/institutional-insights/still-beach-reading), I've moved from the beach to the fireplace, and am happy to share my reading ...
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10 Dec, 2020
Not Just A Game
There are twenty amino acids in the human body. Amino acids are the chemical links that make up proteins. Proteins perform all sorts of essential tasks. Hemoglobin, for example, is the protein ...
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5 Oct, 2020
3rd Quarter 2020 - Stand Up
August Landmesser was born into a poor family in a rural village outside of Hamburg in 1910. He came of age in a Germany convulsed with economic strife and political turmoil. He had little education and no particular skills, and no world view...
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21 Sep, 2020
Two (Percent) is a Sad Number
Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a target inflation rate (2%) in favor of an average ...
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10 Sep, 2020
Still Beach Reading
It's still beach weather here in Southern California, so I have a few more suggestions for beach reading.Begin Again by Eddie S. Glaude, Jr.When I was in school, James Baldwin was unapproachable: his ...
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18 Aug, 2020
Disconnect: How Can Markets Be At All-Time Highs When the World Around Us Is Collapsing?
Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this conclusion surprising, non-intuitive, but on our recent ...
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11 Aug, 2020
Beach Reading
One of the upsides to confinement over the past few months is that I've been able to raise my reading capacity. Here are my exceptional encounters. This is mostly "serious beach" ...
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7 Jul, 2020
2nd Quarter 2020 - Dreams Deferred
Eunice Wayman was born in Tyron, a small town of around 1600 people in western North Carolina, in 1933, the sixth of eight children of a handyman father and a house cleaner / sometime-Methodist minister mother. This small town was certainly...
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11 Jun, 2020
Reflections After the Death of George Floyd
It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have spent this time watching, reading, learning, and reflecting, as I often do on matters of great...
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2 Jun, 2020
Earthrise or Earthset: Thoughts on a Post-Pandemic World (Part 3)
Source: NASAWeak economic growth and low investment returns are the prospects we discussed in the first two parts of this series ...
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29 May, 2020
Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 2)
In Part 1 (https://www.angelesinvestments.com/institutional-insights/sunrise-or-sunset-thoughts-on-a-post-pandemic-world-part-1), we outlined an economic backdrop of weak growth, high levels of ...
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27 May, 2020
Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 1)
Two and a half months of isolation engenders reflection, on what we've endured, and contemplation on what the future may hold.Our reflections are incomplete, it's still early, and our ...
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