Founding Signatory of UN PRI

Wespath Benefits and Investments (Wespath), the parent organization of Wespath Institutional Investments, was a founding signatory to the United Nation's Principles for Responsible Investment.


Wespath—A Founding Signatory to the United Nations’ Principles for Responsible Investment

In 2005, at the invitation of the then United Nations' Secretary-General, Kofi Annan, an international group of institutional investors (including Wespath) created the Principles for Responsible Investment (PRI). The six Principles assert the importance of environmental, social and governance (ESG) issues in investment decision making, and call on signatories to actively "promote acceptance and implementation of the Principles within the investment industry." The PRI provides, according to Mr. Annan, "a framework for achieving better long-term investment returns and more sustainable markets."

Wespath was instrumental in developing the Principles and was among the 25 founding signatories. Since then, more than 1,700 institutions from more than 50 countries, representing approximately U.S. $70 trillion in assets under management, have become signatories. These signatories join Wespath in recognizing the major impact that environmental, social and governance factors have on human life, our planet’s health and sustainable portfolio performance.

The six Principles state:


We will incorporate ESG issues into investment analysis and decision-making processes.


We will be active owners and incorporate ESG issues into our ownership policies and practices.


We will seek appropriate disclosure on ESG issues by the entities in which we invest.


We will promote acceptance and implementation of the Principles within the investment industry.


We will work together to enhance our effectiveness in implementing the Principles.


We will each report on our activities and progress towards implementing the Principles.

Wespath’s Annual PRI Assessment: A+ for Strategy and Governance

UNPRI logo image

All PRI signatories are required annually to complete an in-depth questionnaire to report on how they are adopting each of the six Principles. Based on the information gathered from each signatory, the PRI produces individual ‘Assessment Reports’ which provide valuable feedback, peer benchmarking and guidance to each signatory about how well they are integrating ESG factors into investment analysis and decision-making.

In 2018, Wespath received the highest rating, A+, for our approach to Strategy and Governance. This overarching category covers our approach to sustainable investing, including our policies, resources and the ways in which we partner with other investors to affect positive change. For Wespath, this annual exercise provides us with the opportunity to reflect on how actively and effectively we are incorporating the Principles into our investment activities.

Original signatory of UNPRI

Dave Zellner, Chief Investment Officer, shakes hands with former UN Secretary-General Kofi Annan at the signing of the Principles for Responsible Investment.

2017-2018 Sustainable Investment Report

Sustainable Investment Strategies Infographic teaser image

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

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