The Future of Investor Engagement
Corporate engagement is currently the primary tool used by climate-aware investors to support decarbonization and facilitate the net-zero transition in the real economy. But corporate engagements have limits. “The Future of Investor Engagement” is a new paper co-authored by our Director of Sustainable Investment Stewardship, Jake Barnett, and Allianz Investment Management’s Patrick Peura. The paper calls on investors to complement corporate engagement with systemic levers of stewardship such as sector, policy, and asset manager engagement to address climate risk.
2019-2020 Sustainable Investment Report
This biennial report highlights organization-wide work in 2019-2020 toward Wespath’s vision of a sustainable economy that stands on three interrelated pillars: long-term prosperity for all, social cohesion and environmental health. Across these pages, you will find highlights about progress on climate action, COVID-19 response, engagements on human rights and more.
Posted June 21, 2021
Using Benchmarks to Measure Investment Performance: Wespath's Approach
We employ a unique approach to investment benchmarking, utilizing what is called a "mandate benchmark." This tool helps us measure fund performance as it relates to both our fundamental Investment Beliefs, as well as the investment expertise of our external asset managers. This paper explores the mandate benchmark approach and explains how it helps us report on fund performance.
Posted January 13, 2021
Global Bonds—Expanding Opportunities
Building a diversified portfolio can help reduce investment risk. This means investing in different assets, including stocks and bonds, via domestic and international markets. As Wespath’s Frank Holsteen explains in our new white paper, global diversification is a key element of our investment activity.
Posted October 26, 2020
Three Decades of Impact and Performance: Wespath’s Positive Social Purpose Lending Program
In celebration of our PSP Lending Program’s 30-year anniversary, PSP Director Sylvia Poniecki wrote a reflective white paper detailing how PSP seeks to deliver market‐rate returns while supporting affordable housing and positive community impact around the world.
Posted August 24, 2020
The Small and Mid-Cap Stock Advantage
Company size, measured by market value or market capitalization (market cap), is an important factor when analyzing and selecting stocks. But getting a handle on small-cap, mid-cap and large-cap strategies can be daunting for investors. In our latest paper, Mark Warren – Manager, Public Equities – breaks down these concepts and explains why the Wespath equity funds maintain a “bias” to small and mid-sized companies.
Posted June 10, 2020
Wespath’s Private Equity Strategy: The Evolving Approach
Wespath funds have held private equity investments since 2003, but the landscape has evolved since then. This paper—authored by Brian Boyer, Director of Private Markets, who writes with over 30 years of experience in investment management—describes the various strategies Wespath has researched and implemented in its private equity program over the years. He also examines emerging industry trends and explains how Wespath’s private equity strategy continues to deliver value to pension participants and institutional investors.
Posted March 3, 2020
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
