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 Also Announces the Appointment of Matthieu Claudel, a 25-Year Banking & Hedge Fund Veteran, as Research Strategist, Systematic Macro, for Welton France Paris – September 23, 2022 – Welton Investment Partners (Welton), an alternative investment manager...
This Quant Manager Offers a Rarity: An ESG Fund That’s Up This Year
In the bull market, Welton faced challenges pitching a strategy that would protect on the downside. But the bear market changed everything. Welton Investment Partners’ ESG multi-asset fund — designed to provide investors with equity-like returns during up markets and...
Welton Investment Partners Hires William Marr to Lead New Wealth Management Group
Alternative Investment Strategy Veteran Will Deliver Welton’s Investment Solutions to the Wealth Management Community Including Brokerage Houses, RIAs, Private Banks, and Family Offices New York, NY – July 6, 2022 – Welton Investment Partners (Welton), the alternative...
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 UNPRI,...
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....
My Career in ESG Investing is Rooted in My Upbringing
“It is not in the stars to hold our destiny but in ourselves.” ― William Shakespeare My ESG journey began with Welton about two years ago, but sustainability is deeply rooted in me by virtue of my unique upbringing. My father is a true visionary, and I...