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Podcast: Making Voting Count: Principle-based Voting on Shareholder Resolutions

This podcast from the Principles for Responsible Investment features Wespath’s Jake Barnett. Tune in to hear Jake discuss merit-based proxy voting and the creation of the PRI’s new research paper, “Making Votes Count.”

Investment Insights Webinar – 4th Quarter 2020

The Investment Insights webinar is approximately 60 minutes long and includes presentations from Chief Investment Officer Dave Zellner and the WII investment team. Factors driving market and fund performance, key economic indicators and their potential implications, and WII’s latest sustainable investment initiatives are covered. In order to access the replay, you will need to provide your name and e-mail address.

Watch the Webinar Recording

Investment Exchange Forum – ESG: Sustainable Finance from an Asset Owner Perspective

This podcast from the CFA Society Chicago features Joe Halwax, Managing Director of Institutional Investment Services. Listen in to learn more about Wespath’s history of responsible investing, the intersection of sustainability and institutional investing, and the importance of shareholder engagement partnerships.

Chestnut Advisory Group Webinar: OCIO Report from the Front

In this panel discussion, Joe Halwax, Managing Director, Institutional Investment Services, discusses our unique OCIO offering.