Investment Programs for Not-for-Profits | Wespath Institutional Investments

Wespath’s Private Equity Strategy: The Evolving Approach

Wespath funds have held private equity investments since 2003, but the landscape has evolved since then. This paper—authored by Brian Boyer, Director of Private Markets, who writes with over 30 years of experience in investment management—describes the various strategies Wespath has researched and implemented in its private equity program over the years. He also examines emerging industry trends and explains how Wespath’s private equity strategy continues to deliver value to pension participants and institutional investors.

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Wespath Institutional Investments (WII) balances fiduciary responsibility to our investors with an investment philosophy informed by the values of The United Methodist Church. The framework that guides our investment strategy is designed for positive, long-term financial results:

Long-Term Perspective
Diversification
Active Management
Sustainability

The health of your organization as it relates to investment is our utmost concern. Guided by principles - ethical and fiscal - we are committed to helping our investor's organizations attain prosperous, sustainable futures.