Welton Investment Partners Announces Partnership with iCapital to Provide the Wealth Management Community with Access to its Multi-Strategy Macro Program

Feb 15, 2023 | News, Articles, & PR

New York – February 15, 2023 — Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns across market environments, today announced the firm’s strategic partnership with iCapital, the leading global fintech...

Macro, Managed Futures, Quant Strategies Primed for Strong ’23

Jan 9, 2023 | News, Articles, & PR

By Lydia Tomkiw January 4, 2023 *Selected excerpts appear below by permission from Money-Media Inc. 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...

Welton ESG Advantage Earns Its Second Finalist Nomination for “Best ESG Investment Fund: Multi-Asset” in the Upcoming ESG Investment Awards 2023

Dec 19, 2022 | News, Articles, & PR

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

Sep 23, 2022 | News, Articles, & PR

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...

Welton Investment Partners Hires William Marr to Lead New Wealth Management Group

Jul 6, 2022 | News, Articles, & PR

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

May 2, 2022 | Insights

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

Apr 26, 2022 | Insights

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

Apr 6, 2022 | Insights

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

Mar 15, 2022 | Insights

“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...

Commodity Surge Is Just the Latest Event in a Rollercoaster 3-Year Macro Ride

Mar 8, 2022 | Insights

Not long ago commodity prices were falling, now they’re surging. Today, I see green across every quote in every commodity sector from my front-row seat managing the trade flow for $7B in Macro positions. At the start of the pandemic-induced global shutdown in 2020, we...