White Papers

Through sustainable investing, Wespath seeks strong financial returns while aligning with our shared values. This report includes recent highlights, including Wespath’s work on affordable housing, climate change, human rights and more!

Corporate engagement is currently the primary tool used by climate-aware investors to support decarbonization and facilitate the net-zero transition in the real economy. But corporate engagements have limits. “The Future of Investor Engagement” is a new paper co-authored by our Director of Sustainable Investment Stewardship, Jake Barnett, and Allianz Investment Management’s Patrick Peura. The paper calls on investors to complement corporate engagement with systemic levers of stewardship such as sector, policy, and asset manager engagement to address climate risk.

Wespath believes assessing an external asset manager’s ESG competencies during the selection process is an important element of enhancing long-term returns and mitigating investment risks. In this report, Nick Abel, Sustainable Investment Specialist, and Juan Lois, Research Analyst, Sustainable Investment Strategies, explain how Wespath aims to uncover managers’ ESG strengths throughout this process.

This report outlines Wespath's ESG Appraisal, the internal process we developed to benchmark how our external asset managers integrate environmental, social and governance (ESG) factors into investment decision-making.