Investing for performance. Investing for impact.
Our priority is your financial future. We believe sustainable investment activities strengthen our potential consistently to 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.
Wespath 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.
Wespath urges global policymakers and corporations to administer sustainable practices and policies, which we believe will lead to greater financial security and improved investment returns.
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.
Wespath invests in affordable housing and community development loans in the U.S. as well as other lending opportunities for underserved populations around the world.
Wespath 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.
Wespath'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.
Wespath Benefits and Investments implements the sustainable investment strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments. Except where noted, our investments are screened in accordance with the Social Principles of The United Methodist Church. Wespath’s board of directors approves these guidelines.
Wespath was one of the original signatories to the United Nations Principles for Responsible Investment (PRI), a multi-stakeholder initiative dedicated to promoting and incorporating environmental, social and governance factors into investment decision-making. Learn more about the PRI and Wespath’s involvement in this initiative.