Wespath Investment Management (Wespath) is a division of Wespath Benefits and Investments, a general agency of The United Methodist Church (UMC). Wespath provides investment solutions for the endowment and pension (defined contribution and defined benefit) portfolios of institutional investors, including foundations, higher education institutions, health care organizations, and churches through a broadly diversified family of daily-priced funds.
With over $21 billion in assets under management and over 100 institutional clients, Wespath offers United Methodist-affiliated organizations a cost-effective, bundled service aligned with the Social Principles of the UMC. Wespath’s investment process proactively incorporates the consideration of environmental, social and governance (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. Wespath’s activities promoting sustainability include proxy voting, corporate and public policy engagement, and positive impact investing.
Resources from Wespath:
- 2015-2016 Sustainable Investment Report: Global Investor, Sustainable Investor (2017)
- Shareholder Engagement: Identifying Human Rights Risks (2016)
- Wespath's Strategic Approach to Climate Change: Avoid, Engage, Invest (2016)