2017-2018 Sustainable Investment Report

Sustainable Investment Strategies Infographic teaser image

Wespath Featured in UMW's Response Magazine

“Sustainable Investing: United Methodist Women Through Wespath Ensures its Investments Further its Mission.” Written by Anita Green, Manager, Sustainable Investment Strategies. Learn more.


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Sustainable Investment Strategies—2016 Highlights

Wespath's comprehensive approach to sustainable investment supports our role as prudent fiduciaries and our aspiration to have a positive impact on the environment and society. Learn more.

Sustainable Investment Strategies

Wespath Benefits and Investments implements the Sustainable Investment Strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments.

Wespath invests in a sustainable and responsible manner, creating long-term value for our investors while aspiring to uphold the values of the UMC.

Wespath is a founding signatory to the United Nations (U.N.) Principles for Responsible Investment (PRI), committed to “the incorporation of ESG (environmental, social and governance) issues into investment analysis and decision-making processes.”1

Investing in a sustainable manner means Wespath incorporates the consideration of ESG factors into investments across asset classes and in the selection of external asset managers. We believe these efforts support long-term value creation while having a positive impact on the environment and society.

The United Methodist Church also instructs us to “make a conscious effort to invest in institutions, companies, corporations, or funds with policies and practices that are socially responsible, consistent with the goals outlined in the Social Principles.” (The Book of Discipline of The United Methodist Church 2016, ¶ 717)

Focusing on these commitments, we invest in line with our sustainable investment goals of:

  • Strengthening the long-term viability of our plans
  • Promoting long-term sustainable business practices and values
  • Expanding the global sustainable investment community

1 www.unpri.org/about/the-six-principles

Sustainable Investment Strategies

Juan Lois

Juan Lois

Manager, Impact Investments
B.A. from Tufts University
M.A. from The George Washington University
Nicholas Abel

Nicholas Abel

Manager, Sustainable Investment Services
B.A. from Western Washington University
Trent Sparrow

Trent Sparrow

Senior Analyst, Impact Investments
B.A. from Idaho State University

View our Infographic

Sustainable Investment Strategies Infographic teaser image

Contact Us

For general inquiries, please:
•  call us at 1-847-866-4100 or
•  e-mail investmentinfo@wespath.org

Visit our website for Participants, Conferences and Other Plan Sponsors: wespath.org

©2019 Wespath Institutional Investments LLC, affiliated with The United Methodist Church. All Right Reserved.