CIO Memo: Macro Allocation Perspectives for 2024
Our look ahead surrounds a viewpoint. We focus on strategic portfolio value. Where can Macro contribute the most? And how might this change in the year ahead? The engines are returns, noncorrelation, and downside performance. Each contributes in essential ways....
ESG and Systematic Strategies: Panel Perspectives Among Leading European Institutional Investors
As part of our new role as Core Supporter of SBAi, I recently participated in a panel discussion on ESG in Systematic Strategies at the SBAi Institutional Roundtable in Stockholm. For those following developments in the ESG / sustainable investing environment, it...
SBAI Stockholm Institutional Investor Roundtable | Stockholm, Sweden
SBAI Stockholm Institutional Investor Roundtable November 28, 2023 Location: Stockholm, SwedenOffices of SEB: Kungsträdgårdsgatan 8, Stockholm Event Topic: Investor Allocation Priorities, Regulatory Perspectives and Responsible Investment Welton, a proud Core...
Southeast RIA Summit | Atlanta, GA
Southeast RIA Summit, Atlanta, GA November 28th, 2023 Location: Hotel Colee, 3377 Peachtree Road NE, Atlanta, GA 30326 The fifth annual Southeast RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million...
Welton Wins ESG Fund of the Year at the 2023 HFM US Performance Awards in New York
We are honored to share that Welton ESG Advantage won ESG Fund of the Year at the 2023 HFM US Performance Awards on November 1, 2023. Selection was determined by a judging panel made up of leading institutional and private investors and investment consultants....
SBAI Paris Members Lunch | Paris, France
SBAI Paris Members Lunch November 22, 2023 Welton, a proud Core Supporter of the SBAI, is pleased to participate in the SBAI Paris Members Lunch on November 22. Please join us as Matthieu Claudel, Research Strategist, Systematic Macro, will be joined by a...
Two Welton Programs Shortlisted for the 2023 HFM US Performance Awards
We are honored to share that Welton Trend and Welton ESG Advantage were shortlisted for awards at this year’s 2023 HFM US Performance Awards. Thank you to HFM, and hearty congratulations to the distinguished fellow nominees listed below. Managed Futures (CTA)...
Talking Hedge | Marina del Rey, CA
Talking Hedge Marina del Rey, California 2023 October 17-18, 2023 Location: Marina de Rey Hotel, 13534 Bali Way, Marina del Rey, CA 90292 Event Topic: Customization & Alignment: Optimizing Hedge Fund Allocations As institutional asset owners continue to pursue...