Does the DOL have it wrong? How Pensions Can Satisfy Their Fiduciary Duty And Still Invest Responsibly

Nov 18, 2020 | Insights

Can you be a responsible investor and still live up to your duties as a fiduciary? Recent regulatory developments from the U.S. Department of Labor (DOL) would lead one to believe investors have to make a choice and if that choice involves non-pecuniary vehicles then...

Welton Global Awarded Top Performer status by Investors Choice Awards Americas 2020

Jun 29, 2020 | News, Articles, & PR

We are pleased to announce that Welton Global has been awarded  “Top Performer” status in the Managed Futures Fund Category of the Investors Choice Awards Americas 2020 sponsored by Allocator. The annual Investors Choice Awards honor fund managers that...

Welton Investment Partners Launches ESG Advantage; Designed For Challenging Markets Like COVID-19 And Beyond

Jun 17, 2020 | News, Articles, & PR

New Strategy Designed to Provide Equity-Like Returns in Good Times While Mitigating Market Risk During an Economic Downturn Integrates Proven Welton Trading Strategies to Improve Outcomes for the Responsible Investor New York – June 17, 2020 – Welton Investment...

Basil Williams Panelist at CRUX Data & Sustainability Summit

Jun 10, 2020 | Events

  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,...

Dr. Patrick Welton Speaking at the 2020 J.P. Morgan Macro Quantitative and Derivatives Conference

Jun 10, 2020 | Events

Event has passed, however, presentation is available by request to: [email protected]. Date: Wednesday, June 10, 2020 Location: Virtual Agenda: 08:00 – 08:10AM Welcome and Opening Remarks Marko Kolanovic – Global Head of Macro Quantitative & Derivatives...

Can Quant Strategies Improve ESG Performance? (Impact Alpha)

Jun 9, 2020 | News, Articles, & PR

“The COVID crisis has refocused people on the fact that there is investment risk, and it’s often highly unpredictable,” says Welton’s Basil Williams. Read More

“Welton Set to Launch ESG Quant Strategy” (Opalesque)

May 29, 2020 | News, Articles, & PR

How Quants Achieve Material Improvements in ESG Investment Performance – Opalesque Webinar, June 18th

May 21, 2020 | Events

Welton Investment Partners presents a new innovative approach to ESG Investing that seeks to suppress market risk and expand beyond market only returns. CEO Basil Williams, along with other members of the Welton Investment Team, discuss how this quantitative approach...

“ESG Has Failed to Outperform for Years. Is this a Fix?” (Institutional Investor)

May 13, 2020 | News, Articles, & PR

Solving the ESG Dilemma: How to Advance One’s Values While Also Improving Performance

May 1, 2020 | Whitepapers

Using our ESG universe, we observe that the majority of funds have underperformed the wider market over the last decade. Download the Whitepaper by completing the form...