skip to main content

Key reports, forms, policy documents, fund descriptions and other information for investors.

image of a paper report

Investment Funds Description – I Series

Information on the investment strategy and other pertinent details of the I Series funds.

Read More
Photo of a GIPS report

Global Investment Performance Standards (GIPS®) Reports

Access our GIPS reports for more information about our funds and their historical performance.

Go to Reports
Image of a stack of forms

Investor Forms

Download forms for investors.

Go to Forms
image of a calendar

Holiday Processing Schedule

Bank holidays, organizational holidays and financial market closures that may impact when processing will be delayed.

View the Calendar

SOC-1 Report

Wespath has a Service Organization Control 1 (SOC-1) Report. This report is available upon request by sending an email to [email protected]

Annual Report Cover image

Wespath’s 2022 Annual Report

2022 was shaped by ongoing transition and transformation—for both Wespath and The United Methodist Church.

View the Report
Photo yes and no checkboxes with a check in the yes box

Proxy Voting Guidelines

All of our proxy votes are cast in accordance with our Proxy Voting Guidelines, which are annually updated and approved by our Board of Directors.

Read More
photo of papers with charts and graphs

Investment Policy

Comprehensive details of the policies that govern the administration and execution of Wespath Institutional Investments’ investment program.

View the Investment Policy
photo of Wespath employees standing by a window

Investment Beliefs

A set of core beliefs which reflect our macroeconomic view and expectations regarding the long-term drivers of future economic growth.

Read More