Provider Profiles
Angeles Investment Advisors, LLC
| Profile | |
| Business Model§ | Proprietary/non-proprietary |
| Year Entered Into OCIO Business | 2002 |
| No. of Relationship Managers/Salespeople | 6 |
| No. of OCIO Portfolio Managers | 9 |
| OCIO % of Total Firm Revenue | 67% |
| No. of Clients, Full Discretion | 61 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $6.2b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $858mm |
| 401(k), 403(b), Other DC | $102mm |
| Endowments/Foundation | $3.6b |
| Healthcare Pools (Board designated, funded depreciation) | $0mm |
| Other | $1.6b |
| Portfolio Construction |
| Idea generation takes place on an ongoing basis via 1-on-1 meetings with portfolio managers, strategists, economists, and CEOs to extract opportunities, coupled with our team's own identification of investment "megatrends" driven by technology, demographics, and geopolitical developments. The Angeles investment team is responsible for this idea generation, which is then communicated to and discussed with the firm’s Investment Committee, comprised of the most senior investment professionals. Our portfolio construction, its themes, and tilts are implemented by the investment team. The specific investment challenges are always new, but the process to handle those challenges is well-established. |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. Other: OCIO Platform is something other than the 4 types listed above. |