ESG and Systematic Strategies: Panel Perspectives Among Leading European Institutional Investors

Jan 2, 2024 | Insights

As part of our new role as Core Supporter of SBAi, I recently participated in a panel discussion on ESG in Systematic Strategies at the SBAi Institutional Roundtable in Stockholm. For those following developments in the ESG / sustainable investing environment, it...

SBAI Stockholm Institutional Investor Roundtable | Stockholm, Sweden

Nov 7, 2023 | Events

SBAI Stockholm Institutional Investor Roundtable November 28, 2023 Location: Stockholm, SwedenOffices of SEB: Kungsträdgårdsgatan 8, Stockholm Event Topic: Investor Allocation Priorities, Regulatory Perspectives and Responsible Investment Welton, a proud Core...

Welton Proudly Accepts the SBAI’s Invitation to Join as a Core Supporter

Aug 4, 2023 | News, Articles, & PR

Welton Investment Partners is pleased to join the select group of the Core Supporters of the Standard Board for Alternative Investments (SBAI). This group consists of institutional investors and asset managers, and plays a more proactive role in the SBAI’s initiatives...

Finding Value in Drawdowns

Jun 3, 2023 | Insights

A drawdown is a decline following a recent peak of investment gains. Most investments have them, and they share one thing in common. Nobody likes them. Behaviorally, many feel emotional tension, their minds still anchoring on the recent high. Investors’ natural...

Performance Drivers Return for Quant Macro and Trend Following

Jun 2, 2023 | Insights

Many investors are rediscovering Quant Macro and Trend Following after a bruising 2022 for equities, bonds, and other asset classes. The S&P 500 lost -18%, but worse, bonds lost -13% when they were supposed to provide much relied-upon diversification. By...