Forms, Disclosures and Reports

Investment Funds Description – I Series

Information on the investment strategy and other pertinent details of the I Series funds.

Global Investment Performance Standards (GIPS^®) Reports

Access our GIPS reports for more information about our funds and their historical performance.

Go to Reports

Investor Forms

Download forms for investors.

Go to Forms

Holiday Processing Schedule

Bank holidays, organizational holidays and financial market closures that may impact when processing will be delayed.

View the Calendar

SOC-1 Report

Wespath has a Service Organization Control 1 (SOC-1) Report. This report is available upon request by sending an email to [email protected]

Wespath’s 2023 Annual Report

The power of connection and relationships inspired Wespath’s work throughout 2023. Connecting in all the ways we can, with all those Wespath serves, has been crucial during this year of disruption in The United Methodist Church and changes in the broader Methodist landscape.

View the 2023 Annual Report

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Proxy Voting Guidelines

All of our proxy votes are cast in accordance with our Proxy Voting Guidelines, which are annually updated and approved by our Board of Directors.

Investment Policy

Comprehensive details of the policies that govern the administration and execution of Wespath Institutional Investments’ investment program.

View the Investment Policy

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Investment Beliefs

A set of core beliefs which reflect our macroeconomic view and expectations regarding the long-term drivers of future economic growth.

Key reports, forms, policy documents, fund descriptions and other information for investors.