Insights and Tips for Those Considering the CFA’s “Certificate in ESG Investing”

Aug 10, 2021 | Insights

In my role as an ESG Data Analyst and Trader at an investment management firm, I spend a good part of each day grappling with how to successfully integrate ESG factors into our ESG program, a multi-asset ESG long/short strategy combining ESG US mid-large cap equities...

Human vs. Machine in Investment Management – Time to Reframe the Debate

Jul 15, 2021 | Insights

Human versus machine. Which is superior? It’s a centuries-old question that continues to fascinate us. Regrettably, for investors, it often fascinates to the point of distraction. But, investors are only human. And when investors are both the questioner and a...

How OKRs Helped Us Navigate Growing Pains and Boost Investment Focus for Our Clients

Jun 24, 2021 | Insights

by Guillaume Detrait, President & Chief Risk Officer [email protected] During my 13-year tenure at Welton, I’ve overseen periods of growth, change, and the 2020 Covid pandemic crisis. And while each of these periods brought its own unique challenges, one...

Towards the Development of an ESG Scoring Framework for Derivatives

Jun 8, 2021 | Insights

As the appetite for sustainable investing grows, investors are increasingly seeking investment options that go beyond the commonly available long-only equity ESG funds. Welton has written elsewhere, (“Solving the ESG Dilemma: How to Advance One’s Values While...

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

Jun 8, 2021 | Events

  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...

The Unprecedented $1.9T Stimulus Package and What It Might Mean for Investors in the Weeks and Months Ahead

Mar 12, 2021 | Insights

For macroeconomic investors the passage of this bill is a watershed event, but its implications for what comes next are likely even more consequential. The new $1.9T economic relief package that was passed by Congress this week and signed into law yesterday, is...

Marshall Wace, Brahman, Welton See Hedge Fund ESG Assets Grow (FUNDfire)

Mar 3, 2021 | News, Articles, & PR

Patrick Welton and Basil Williams were interviewed to discuss the goals and design behind Welton’s growing ESG Advantage program which was launched in 2020. ESG Advantage takes a multi-asset class approach to sustainable investing, and its investors today include...

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

Jan 20, 2021 | Whitepapers

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...

Welton Earns Three Shortlist Nominations for HFM’s Upcoming U.S. Quant Performance Awards 2021

Jan 5, 2021 | News, Articles, & PR

We are pleased to announce that Welton Global and Welton Trend were shortlisted for this year’s HFM U.S. Quant Performance Awards 2021. Multi-Strategy Quant | Welton Global Systematic Macro Fund | Welton Global Trend Follower | Welton Trend    A complete list of...

Welton ESG Advantage Selected as a Finalist for “Best ESG Investment Fund: Multi-Asset” in the Upcoming ESG Investment Awards 2021

Dec 4, 2020 | News, Articles, & PR

We are pleased to announce that Welton ESG Advantage was selected as a Finalist in the upcoming ESG Investment Awards 2021. Best ESG Investment Fund: Multi-Asset | Welton ESG Advantage    A complete list of all finalists can be found here. Winners will be...