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With the war, E, S, and G have collectively moved back to the fore
B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the major macro themes expected to affect the commodity markets, including crude oil, and ESG investing this year. Welton is an...
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...
How Welton ESG Advantage Helped Investors Navigate Q1 2022
The first quarter of 2022 threw a daunting number of curves at investors. The confluence of higher inflation brought about, in part, by the lengthy pandemic, the Russian war with Ukraine and the January tech meltdown producing a sharp spike in market volatility....
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...
Solving the ESG Dilemma: How to Advance One’s Values While Also Improving Performance
Using our ESG universe, we observe that the majority of funds have underperformed the wider market over the last decade. View the Whitepaper
Systematic Macro: What, How and Why Should I Care?
Global Macro practitioners can be divided into two camps: discretionary and systematic. Discretionary practitioners develop a top-down macroeconomic view and engage in concentrated positions based on discretionary assessments of fundamental data such as GDP,...
Macro, Managed Futures, Quant Strategies Primed for Strong ’23
Hedge fund managers are starting 2023 after a year where the industry saw wide performance dispersion and elevated outflows. But amid the challenges of 2022, some strategies – especially macro, managed futures and quant strategies –are positioned to flourish and the majority of hedge fund investors have said they plan to hold allocations steady in the coming year.
Welton ESG Advantage Earns Its Second Finalist Nomination for “Best ESG Investment Fund: Multi-Asset” in the Upcoming ESG Investment Awards 2023
We are pleased to announce that Welton ESG Advantage was selected as a Finalist in the upcoming ESG Investment Awards 2023. Best ESG Investment Fund: Multi-Asset | Welton ESG Advantage Welton's multi-asset ESG program represents an “all weather” approach that...
Welton Investment Partners Announces the Opening of Welton France, a Paris-Based Investment Research Center
Welton Investment Partners today announced the opening of its Paris-based investment research center, Welton France. Welton France is a subsidiary of Welton Investment Partners and an extension of the firm’s US-based research team.
Beach Clean-Up with Save Our Shores
A big thank you to Save Our Shores, a local organization dedicated to preserving clean shores, healthy habitats and living waters within the Monterey Bay. It was our privilege to partner with you this month to help clean up our local beach. ...
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...
Basil Williams Panelist at CRUX Data & Sustainability Summit
Date: Wednesday, June 23-24, 2020 Location: Virtual Agenda Day 2 | Wednesday, June 24 The Rise and Future of ESG Data State of the Market: ESG Investing 9:00 AM - 9:45 AM EDT In this session, leaders in ESG investing will address the current market landscape,...