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Q3 Investment Insights Quarterly Webinar

The third quarter webinar includes presentations from the investment team on the factors driving markets, fund performance, key economic indicators and our latest sustainable investing update.

Watch the Webinar Recording

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.

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.”


Podcast: 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.