How We Serve
Institutions

OCIO Beyond Asset Management & A Partnership Mentality

As a co-fiduciary with each client, Angeles is a true partner, 在监督他们的投资计划和提供支持方面保持一致，而不仅仅是管理资产.

  • Full-Service & Fully Resourced Investment Office

    Angeles will provide depth, context, resources, 通过接触一个高度协作和参与的团队来获得视角, including leadership, CIO, research, operations, and reporting.

  • Highly Accessible & Experienced Service Team

    来自经验丰富的专业人士的支持，平均25年以上的行业和非营利经验.

  • Governance

    安吉利斯是受托人，我们只从客户那里得到补偿.

    我们通过建立审慎的治理结构加强受托监督, outlining roles and responsibilities of all parties, 哪些是有效决策框架的基础.

  • Broad Institutional Experience with Focus on Non-Profits

    Angeles的大多数客户都是非营利性的、以使命为导向的组织.

    在固定收益和固定缴款计划方面有丰富的工作经验.

  • Investment Services & Solutions

    定制投资解决方案使安吉利斯能够满足客户的需求

  • Range of Solutions

    We offer total portfolio management, 以及专注的解决方案，可以为整个投资组合带来有针对性的曝光.

    Range of Collaboration

    Angeles offers a full spectrum of collaboration, 这取决于对每个客户机及其治理结构的意义.

Investment Management

Investment Philosophy

We Believe:

  • Large office building

    一支经验丰富、技术高超的队伍，遵循纪律, 严格的投资流程可以识别和捕捉市场机会.

  • Profile of a head with lightbulb inside

    市场环境是动态的，这就要求熟练的管理者利用低效率.

  • Chart trending up with dollar sign

    投资组合必须以高信念的理念来构建，才能获得超额回报.

  • Roman building with columns

    最具吸引力的投资是稀缺和能力有限的.

What Sets Us Apart

Angeles Forges
Its Own Path By:

  • Paper with chart, data and magnifying glass

    Actively questioning assumptions

  • Folder with papers

    采用创新的投资方法，以实现客户的目标;

  • Game plan with chess piece

    Translating high-conviction views into dynamic portfolios; and

  • Two people shaking hands

    建立一个多样化的、协作的组织来促进敏捷行动.

我们相信，这些可持续的竞争优势将为我们的客户和他们的使命带来利益.

Private Investments

  • Split pie with charts, percentages, and dollar sign

    从长期角度来看，这创造了提供相对于公开市场的超额回报的机会, limited liquidity profile, aligned fee structure, and specialist focus.

  • Badge with checkmark

    事实证明，安吉利斯能够找到有吸引力的经理, size, 短期融资窗口通常是以下子资产类别的障碍:

    • o   Private Equity
    • o   Private Real Assets
    • o   Direct Equity Co-investments
    • o   Private Credit
  • Outline with bullet points and sub points

    An experienced team, 利用对动态市场的深入了解，识别和评估最适合全球投资组合的机会.

  • Papers with charts and data with magnifying glass

    Robust operational capabilities to complete all start-up, documentation, 基础文书工作以及全面监控和综合报告.

Performance

The ability to outperform over time is extraordinarily difficult; long term success requires skill, 通过支持可重复性的框架进行创新和规范.

Evidence of our Success

Angeles GIPS®复合材料(扣除费用后)自成立以来(2002年3月- 2024年3月. Same-Period Benchmark Returns

Evidence of our Success

上述图表来源于Angeles GIPS®性能复合材料，其中包含题为“GIPS®复合材料披露”的重要信息，应与此图表一起阅读. 这些披露包括每年使用的基准回报率的构成. yabo亚博网站登录首页的收益是扣除所有费用后的净收益，包括yabo亚博网站登录首页管理费. Past performance is not an indication of future results. 支持此图表的补充报告和披露可应要求提供.

Complete GIPS-compliant firm since 2002.* (Performance composites available upon request)

Mission Related Investing

Reflecting important client preferences into portfolios.

  • Angeles is a thought leader in mission-aligned investing. 20多年来，我们一直在帮助客户将他们的使命相关目标纳入他们的投资组合. 我们与客户合作，投资于与价值一致的市场价格投资策略，同时全面管理风险.

  • At Angeles, consideration of sustainable factors including environmental, social, 治理因素完全融入了我们所有资产类别的经理尽职调查流程.

  • 通过积极主动地与管理人员进行可持续发展实践, 我们相信我们是行业积极变革的催化剂.

Angeles Practices Responsibility

  • B Corp Logo

    Certified B Corp™

    In 2023, Angeles earned a B Corp™ Certification by B Lab™, 一个非营利性网络，致力于改变全球经济，使所有人受益, communities, and the planet. 该认证颁发给那些在社会和环境方面表现出色的公司, 改变他们的公司治理结构，对所有利益相关者(而不仅仅是股东)负责。, 并通过在B Lab网站上公开有关其可持续发展绩效的信息来展示透明度.

  • PRI Signatory Logo

    UN-PRI

    yabo亚博网站登录首页是联合国支持的负责任投资原则(PRI)的签署国。. PRI是全球负责任投资的主要倡导者. As a PRI signatory, 安吉利斯致力于采纳和实施负责任投资的六项原则.

  • Terrapass Logo

    Terrapass

    Angeles Investments与Terrapass合作，以抵消我们航空旅行产生的碳排放. Terrapass通过在美国各地的各种项目中投资来实现这一目标, including clean water and renewable energy, such as wind, landfill gas (garbage), and biofuels.

  • Confluence Philanthropy Logo

    Confluence Philanthropy

    Angeles was selected to join Confluence Philanthropy, 这是一家总部位于纽约和奥克兰的组织，致力于促进使命一致的投资.

我们努力在所有资产类别中建立一流投资经理的投资组合. 如果您想成为我们投资组合的考虑对象，请使用我们的 manager inquiries form.
© 2024 Angeles Investment Advisors, LLC & Angeles Wealth Management LLC