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Wespath Benefits and Investments (Wespath) implements the sustainable investment strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments (WII).

Sustainable Investment

Our priority is your financial future. We believe sustainable investment activities strengthen our potential to consistently provide strong, long-term financial returns and help you reach your investment objectives.

We take a comprehensive approach to sustainable investment that considers the impact of environmental, social and governance (ESG) factors as they relate to investment management. We also seek to shape our investment program with the future in mind.

We organize these efforts through our Sustainable Economy Framework. This framework describes our belief that investors must create and support a sustainable global economy—one that promotes long-term prosperity for all, social cohesion and environmental health.

We use a set of actions—invest, engage and avoid—to ensure we are proactively contributing to the Sustainable Economy Framework.

We invest in companies that demonstrate meaningful social and environmental impact to seek higher returns. We actively engage companies and policymakers by urging them to adopt sustainable practices and policies. Finally, we avoid certain investments due to ethical exclusions or because they pose excessive sustainability-related financial risks.

2017-2018 Sustainable Investment Report

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Investment Exclusions

WII seeks to avoid investing in companies that produce and/or provide products and services that are not aligned with United Methodist values, or that reflect excessive sustainability risk.

Investment Exclusions

WII seeks to avoid investing in companies that produce and/or provide products and services that are not aligned with United Methodist values, or that reflect excessive sustainability risk.

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Shareholder Engagement

WII urges global policymakers and corporations to administer sustainable practices and policies, which we believe will lead to greater financial security and improved investment returns.

Shareholder Engagement

WII urges global policymakers and corporations to administer sustainable practices and policies, which we believe will lead to greater financial security and improved investment returns.

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Positive Social Purpose Lending Program

WII invests in affordable housing and community development loans in the U.S. as well as other lending opportunities for underserved populations around the world.

Positive Social Purpose Lending Program

WII invests in affordable housing and community development loans in the U.S. as well as other lending opportunities for underserved populations around the world.

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Impact Investing

Wespath often invests in specific initiatives with the stated objective of strengthening local and global communities while also producing market rates of return. We call this “impact investing.” We are pleased to be a leading impact investor with a lengthy track record of investing for strong returns and positive outcomes.

Impact Investing

Wespath often invests in specific initiatives with the stated objective of strengthening local and global communities while also producing market rates of return. We call this “impact investing.” We are pleased to be a leading impact investor with a lengthy track record of investing for strong returns and positive outcomes.

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Human Rights

WII seeks to influence positive change and advocate for human rights around the globe to further the development of healthy financial markets and resilient companies leading to greater financial security for our participants and institutional investors.

Human Rights

WII seeks to influence positive change and advocate for human rights around the globe to further the development of healthy financial markets and resilient companies leading to greater financial security for our participants and institutional investors.

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Climate Change

WII's Climate Action Plan provides a framework for all our climate-related investment activities, helping us identify, assess and systematically manage climate-related risks and opportunities.

Climate Change

WII's Climate Action Plan provides a framework for all our climate-related investment activities, helping us identify, assess and systematically manage climate-related risks and opportunities.

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Proxy Voting

Proxy voting is an important tool for fiduciaries, as it offers one way to express concerns and encourage sustainable business practices.

Proxy Voting

Proxy voting is an important tool for fiduciaries, as it offers one way to express concerns and encourage sustainable business practices.

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Strategic Partners

WII collaborates with other sustainable investors and organizations dedicated to corporate accountability and sustainability.

Strategic Partners

WII collaborates with other sustainable investors and organizations dedicated to corporate accountability and sustainability.

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Public Policy and Position Statements

WII periodically writes letters to the Securities and Exchange Commission (SEC) regarding proposed rules.

Public Policy and Position Statements

WII periodically writes letters to the Securities and Exchange Commission (SEC) regarding proposed rules.

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Wespath Cares Videos

This video series shares the stories of the individuals who are positively impacted by the microfinance loans made available through our PSP Lending Program.

Wespath Cares Videos

This video series shares the stories of the individuals who are positively impacted by the microfinance loans made available through our PSP Lending Program.