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Featured News
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22 Jul, 2015
CAPITAL GROUP CHAIRMAN JAMES ROTHENBERG DIES AT 69 OF HEART ATTACK
"He was one of the giants in the investment management world and was part of building Capital Group into one of the premier investment organizations,"" Michael Rosen, CIO of Angeles Advisors.
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13 Jul, 2015
TOWERS WATSON, WILLIS MERGER TO COMBINE STRENGTHS
"Towers Watson has the stronger investment consulting presence, and I would expect that group to lead the new group effort," Mr. Rosen said.
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29 Jun, 2015
MANAGERS ADD CONSULTING TO GROW CLIENT RELATIONSHIPS
"I've run into money managers and my peers have as well. The argument is mostly about fees," Mr. Rosen said. "So prospective clients say "I can get all my consulting for free and I have to pay you and so I will go with them because they are cheaper.'
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29 Jun, 2015
WAMCO WORKING TO REGAIN STATUS WITH INSTITUTIONS
Michael Rosen said it's not surprising that WAMCO suffered severely during the financial crisis, given its orientation toward riskier assets. "Downside protection has not been a key part of their strategy,"
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25 Jun, 2015
CALPERS LIKELY TO FALL SHORT OF ANNUAL INVESTMENT GOALS
Michael Rosen, a principal at Angeles Investment Advisors, which counsels institutional investors, said the year-to-date performance was "not outside the bounds of what might be reasonable."
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15 Jun, 2015
CLIENTS VIEW MONEY MANAGERS APART FROM TAINTED PARENTS
"To my knowledge, there's no evidence of wrongdoing within the asset management groups. So there's logic to separating the asset manager from the rest of the organization," Mr. Rosen said. "But it's not completely apart. There is a connection."
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7 Jun, 2015
SOUTHLAND BOND TRADERS HAD PREPARED FOR SCENARIOS FROM GREEK DEBT CRISIS
Michael Rosen said MetWest benefited from its size and consistency in attracting cautious bond investors, which often move herd-like to a few firms. "It's not only a good choice, it's a safe choice, and in that sense, it makes it an easy choice,"
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1 Jun, 2015
FIVE YEARS IN, JANUS CEO RICHARD WEIL BEATS THE ODDS BUT HAS MORE WORK TO DO
But consultant Michael Rosen, founder and CIO of Angeles Investment Advisors, believes institutional money could flow to Mr. Gross sooner than the usual three-year track record if he can adequately articulate his investment process to investors
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8 May, 2015
MONEY MANAGER ASSETS INCREASE THANKS TO RISING MARKETS
Vanguard benefited in 2014 from its leadership as a low-fee index fund manager, said Michael Rosen, founder and CIO at Angeles Investment Advisors LLC, Santa Monica, CA.
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10 Apr, 2015
O'HANLEY HAS WORK CUT OUT FOR HIM AT STATE STREET GLOBAL ADVISORS
Michael Rosen, CIO of Angeles Advisors agreed, describing Mr. O'Hanley as "a highly qualified leader" who is "very experienced and very knowledgeable in the money management world."
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6 Apr, 2015
O'HANLEY READY TO TAKE ON ÃËFORMIDABLE' COMPETITION
Michael Rosen, of Santa Monica, Calif.-based investment consultant Angeles Investment Advisors LLC, agreed, describing Mr. O'Hanley as "a highly qualified leader" who is "very experienced and very knowledgeable in the money management world."
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15 Mar, 2015
Angeles Investment Advisors Admits New Member
Angeles Investment Advisors announced today that Michael J. Burlon was admitted as a new member of the company. Angeles is now wholly owned by eight employees.
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8 Feb, 2015
TED ELIOPOULOS: CALPERS' $300-BILLION MAN
"It's perfectly possible to be a very effective leader even if you don't have all the experience in the weeds," said Michael Rosen, a principal at Angeles Investment Advisors, which advises institutional investors.
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3 Feb, 2015
PIMCO FUND HAD $11.6 BILLION OF WITHDRAWALS IN JANUARY
At this point, most people who've decided to exit have exited," Michael Rosen. "I think that's probably right unless performance starts deteriorating and then the floodgates will open again."
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26 Jan, 2015
FOR VANGUARD, THESE ARE THE BEST OF TIMES
Others agree. "The trend toward passive investing is something (Vanguard founder) John Bogle really believed in," said Michael Rosen, a principal of Santa Monica, Calif.-based investment consultant Angeles Investment Advisors LLC.
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26 Jan, 2015
VANGUARD'S FUNDS REACH NEW HEIGHTS
Although Mr. Rosen said he still believes in active management à "it just requires the right mix of resources, experience, organization and judgment to identify superior managers"
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15 Jan, 2015
WHY HIGH-YIELD DEBT SELLOFF ISN'T 2007 ALL OVER AGAIN. OR IS IT?
Just as many underestimated the effect defaulting subprime mortgages would have on financial markets in 2008, investors pulling money from high-yield mutual funds could spread liquidity problems to more fundamentally sound parts of financial system.
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13 Jan, 2015
IN VANGUARD'S SHADOW, SMALL FIRM SCORES TWEAKING INDEXES
"Educated advisers are more likely to prevent their clients from making radical changes when markets drop," said Rosen. "The fact that those assets are sticky will add value for the investors."
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12 Jan, 2015
DODGE & COX GROWS ON PERFORMANCE, PIMCO FLOW
While performance at both funds is strong, it's clear the Dodge & Cox bond strategy benefited from outflows at PIMCO, said investment consultant Michael Rosen, a principal of Angeles Investment Advisors LLC, Santa Monica, Calif.
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7 Jan, 2015
PIMCO NAMES BERNANKE, BROWN, TRICHET TO GLOBAL ADVISORY BOARD
"It's possible to imagine that there's some insight these individuals can provide,"" Rosen, whose Santa Monica, California-based firm advises on more than $25 billion, said in a telephone interview.
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3 Jan, 2015
PIMCO TOTAL RETURN SUFFERS WORST YEAR FOR REDEMPTIONS, WITH GROSS, EL-ERIAN DEPA
"You could still see some more outflows and then it probably stabilizes, unless performance really deteriorates," Michael Rosen, chief investment officer at Angeles Investment Advisers in Santa Monica, Calif., said.
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4 Nov, 2014
PIMCO PAID BILLIONAIRE GROSS $290 MILLION BONUS IN 2013
"In the mutual fund world it's no doubt on the very high side," said Michael Rosen, chief investment officer at Angeles Investment Advisors. "This is a company with $2 trillion - that's an awful lot of money & that's an awful lot of money in fees".
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27 Oct, 2014
BATTLE FOR SHARE OF PIMCO SPOILS IS GETTING HOTTER
Mr. Rosen said the new multiperson investment team that replaced Mr. Gross on the fund might improve its recent performance, but that might not be enough to retain investors. "It may be better, but it is not what investors signed up for..."
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13 Oct, 2014
JANUS ASSET DRAIN EXPECTED TO END
Michael Rosen said he would want to understand Mr. Gross' investment process and determine the support team he will have in building his new Janus fund. But Mr. Rosen said if initial due diligence is positive and Mr. Gross develops strong...
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