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Insights
Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth

Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth

iCapital’s platform will enable streamlined access to Welton’s institutional-quality investment solutions to the wealth management community, including brokerage houses, RIAs, private banks, and family offices.

Insights
How ESG Innovation and ESG Regulation Can Work Together to Fight Greenwashing and Achieve ESG Goals

How ESG Innovation and ESG Regulation Can Work Together to Fight Greenwashing and Achieve ESG Goals

by Guillaume Detrait, President & Chief Risk Officer [email protected] For more than 2 years, Welton has been engaged in the process of preparing our ESG Advantage strategy to comply with the global regulatory and reporting frameworks including SFDR and...

Whitepapers
2020 and Its Aftermath: Ballast Your Portfolio to Thrive in a Rapidly Changing World

2020 and Its Aftermath: Ballast Your Portfolio to Thrive in a Rapidly Changing World

How quickly the world can change!  2020 serves as a reminder of the dramatic market swings that are possible over short calendar year periods. The year began with the markets collapsing as the scale of the global COVID-19 pandemic took shape. This was followed by...

News, Articles, & PR
Welton Wins “Best ESG Investment Fund: Multi-Asset” at the 2023 ESG Investment Awards in London

Welton Wins “Best ESG Investment Fund: Multi-Asset” at the 2023 ESG Investment Awards in London

We are honored to share that Welton ESG Advantage won “Best ESG Investment Fund: Multi-Asset” at the ESG Investing Awards in London on February 23, 2023. Selection was determined by a panel of independent judges comprised of financial market professionals, academics, and independent experts.

Events
Reuters ESG Investment Conference panel to be co-led by Dr. Patrick Welton and Anthony Minopoli, President & CIO of Knights of Columbus

Reuters ESG Investment Conference panel to be co-led by Dr. Patrick Welton and Anthony Minopoli, President & CIO of Knights of Columbus

  Event: Reuters ESG Investment North America 2021 Date: Wednesday, June 16, 2021. 1:15 PM - 2:00 PM EDT Location: Webinar Panel Agenda: Authentic ESG Fund Selection: Understand how new funds can demonstrate true, full ESG integration due to no encumberment of...

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