Below are links to important information and reference documents for Wespath investors.
About Wespath - This flyer provides a brief overview of Wespath Investment Management and our funds.
2015-2016 Sustainable Investment Report - This report provides a comprehensive overview of Wespath’s sustainable investment activities throughout 2015 and 2016. Wespath incorporates the consideration of environmental, social and governance (ESG) factors into investments across asset classes and in the selection of external asset managers.
Investment Strategy Statement and Statement of Administrative Investment Policy - This document provides comprehensive details of the policies that govern the administration and execution of Wespath's investment program. It includes policies related to our responsible investing program and policies for each of the funds offered by Wespath.
Investment Policy Updates - This page lists changes to the Investment Strategy Statement and/or Statement of Administrative Investment Policy approved within the past year.
Investment Funds Description - An in-depth document describing each of the Wespath funds with information on investment strategy, risk, performance history and fund management.
Investment Funds Description Updates - Important additions regarding the administration of Wespath's funds that have been made subsequent to the most recent published version of the Investment Funds Description. Investors should review these updates in addition to the Investment Funds Description.
Screening Guidelines - Wespath's guidelines for screening from investment companies that manufacture, distribute, or sell products or services that are inconsistent with the values of The United Methodist Church.
Proxy Voting Activities - A search-tool-equipped web page that provides our recent proxy voting record, prepared by our third-party proxy partner, Glass Lewis. We have listed each proposal on which we have voted. The record is searchable by company name, ticker symbol or shareholder meeting date. Downloadable documents are also available with historical data and a summary of upcoming meetings and issues.
Annual Reports - View annual reports for Wespath Benefits and Investments (formerly the General Board of Pension and Health Benefits of The United Methodist Church) from 2005 to the present.
Processing Holiday Schedule - A list of the pricing holidays when financial markets are closed in the United States.
Document Library - A list of all recent documents from Wespath and our Sub-advisors.