Seeking Protection from Inflationary Spikes? Some thoughts.
How might an investor protect themselves from the recent inflationary spike? How might they rationally act as the news is worsening? From a macroeconomic investor perspective, I offer caution in reacting to the news. The crescendo of news transmits multiple signals....
Welton ESG Advantage wins “Best ESG Fund”
We are honored to share that Welton ESG Advantage won “Best ESG Fund” at the HFM US Performance Awards on November 4, 2021. Welton’s other two programs were also short-listed for award consideration. Welton Global was nominated for “Quantitative Strategy Under $1Bil”...
What Investors Should be Listening for at this Year’s COP26 Climate Conference
We’ve all seen it in the headlines this year or experienced it firsthand. No. Not the pandemic. The other major pressing problem affecting the entire planet – climate change. Raging forest fires, droughts around the entire west of the US, major floods in Europe, power...
Beach Clean-Up with Save Our Shores
A big thank you to Save Our Shores, a local organization dedicated to preserving clean shores, healthy habitats and living waters within the Monterey Bay. It was our privilege to partner with you this month to help clean up our local beach. ...
Why Covid Delta variant emergence may be positive for equities and bonds
B. G., Opalesque Geneva According to Dr. Pat Welton, founder and CIO of Welton Investment Partners, a U.S.-based quantitative and ESG hedge fund manager, the Covid Delta variant emergence is likely an intermediate-term positive for equities and bonds. On a related...
Welton ESG Advantage Shortlisted for “ESG Equity Strategy of the Year”
We are pleased to announce that Welton ESG Advantage was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. ESG Equity Strategy of the Year | (Welton ESG Advantage – Shortlist) A complete list of all shortlisted managers can be...
Welton Global Shortlisted for “Quant/Systematic Strategy of the Year”
We are pleased to announce that Welton Global was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. Quant/Systematic Strategy of the Year | (Welton Global – Shortlist) A complete list of all shortlisted managers can be found...
Insights and Tips for Those Considering the CFA’s “Certificate in ESG Investing”
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...