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...

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...