This report—Creating a More Sustainable Global Economy—provides a comprehensive overview of Wespath Benefits and Investments’ sustainable investment activities for 2017-18, highlighting its work to deliver positive societal impact and promote a more sustainable economy. 

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Wespath Institutional Investments follows guidelines for excluding investments in companies that manufacture, distribute, or sell certain products or services that are inconsistent with the values of The United Methodist Church. This page also includes guidelines for excluding companies with unsustainable business practices that will adversely affect investment performance. 

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Through a process known as "shareholder engagement," Wespath urges global policymakers and corporations to administer sustainable practices and policies, which we believe will lead to greater financial security and improved investment returns.

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This flyer provides a brief overview of Wespath Institutional Investments and the I Series of funds.

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Wespath followed a trajectory of positive growth in 2019—even amid demographic, denominational and economic forces that impacted our work and results. Solid footing in 2019 helped Wespath weather the economic and health tsunami that hit globally in early 2020. As 2020 unfolds, we stay true to our long-term investment strategy and our commitment to the people and organizations that entrust their assets to our care.

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This document provides comprehensive details of the policies that govern the administration and execution of Wespath Institutional Investments’ investment program. It includes policies related to our sustainable investment program as well as policies for each of the I Series funds managed by Wespath Institutional Investments.

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A summary of important updates to the Investment Funds Description - I Series, subsequent to its current publication date.

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These beliefs state Wespath Institutional Investments’ fundamental investment philosophy and outline 10 guiding principles that help define its investment philosophy, and support its mission to provide investment services aligned with United Methodist values.

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Wespath Benefits and Investments, on behalf of itself and its subsidiaries, including Wespath Institutional Investments, periodically writes letters to U.S. regulatory agencies and co-signs letters and position statements with other investors seeking to influence global public policy leaders.

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A schedule that highlights days when transaction processing may be impacted due to organizational holidays, financial market closures or bank holidays.

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