Investment Solutions for United Methodist Organizations
Wespath Fund Performance¹Quarter-to-date, net-of-fees fund performance through September 30, 2017 is available here.
During the period, Wespath’s flagship fund, the Multiple Asset Fund (MAF), outperformed its benchmark by 55 basis points, net-of-fees, largely due to overweight allocations to emerging market stocks and emerging market debt, as well as its underweight allocation to U.K. inflation-linked bonds.
The year-to-date, gross-of-fees performance of MAF ranked among the top six percent of BNY Mellon’s “Foundations and Endowments – Total Funds” universe (data as of August 31, 2017, the most current available).2
Investment performance commentary is available in the September 2017 Monthly Investment Report.
Quarterly Webinar
Wespath will host its Quarterly Webinar on Monday, October 23 at 1:30 p.m. Central U.S. time. The webinar will provide an update on Wespath, global markets and fund performance. To register, please click on the link below.
Register Now
$23 Billion in Assets Under Management
Wespath is pleased to report that the agency reached an all-time high in assets under management in October: $23 billion. Year-to-date, we have received over $110 million in new assets from UM-affiliated organizations.
2017 is on pace to be Wespath’s seventh consecutive year of growth in assets under management unrelated to pension and health benefits from institutions affiliated with The United Methodist Church.
In August, Wespath welcomed its 21st foundation partner, Desert Southwest United Methodist Foundation!
Sustainable Investment Strategies (SIS) Highlights
New SIS Infographic: “Investing for Performance. Investing for Impact.”Wespath’s new Sustainable Investment Strategies infographic provides a visually engaging snapshot of how it is “Investing for Performance. Investing for Impact.” The graphic illustrates the strategies which have allowed Wespath to successfully implement its sustainable investment approach.
New Investment Belief: Low-Carbon Transition
Committees of Wespath’s Board of Directors approved a “Low-Carbon Transition” investment belief to recognize the opportunities and risks presented by the transition to a low-carbon economy. This belief is one of a broader set of Investment Beliefs outlining 10 guiding principles that help define Wespath’s investment philosophy.
Update to Annual Fund Operating Expense of International Equity Fund and Multiple Asset Fund
Wespath has revised the reported annual fund operating expense ratio for the International Equity Fund and the Multiple Asset Fund for 2014, 2015 and 2016. More information is provided in the Supplement to the Investment Funds Description.
Wespath: Best-Kept Secret in the UMC
Learn why Bishop Laurie Haller considers Wespath “the best-kept secret in The United Methodist Church.” Read Bishop Haller’s blog post here.
Wespath Awarded the “Best and Brightest”
In July, the National Association for Business Resources recognized Wespath as one of “Chicago’s Best and Brightest Companies to Work For” at its award ceremony. This award recognizes select companies that distinguish themselves as innovative and thoughtful toward employees.
Stay Informed About Wespath Happenings by Connecting with Us on Social Media
Follow Wespath on Facebook, Twitter and LinkedIn.
Upcoming Events
Wespath will be among the sponsors of:
The 2017 National Association of United Methodist Foundations (NAUMF) National Meeting in Denver, Colorado, October 25-27, 2017.
The 2018 United Methodist Association Annual Meeting in Nashville, Tennessee, April 16-17, 2018.
Connect with Us 
1 Historical returns are not indicative of future results. The investment funds are neither insured nor guaranteed by the government. For more information about the funds, please see the Investment Funds Description.2 BNY Mellon provides a fund-level tracking service used to compare Wespath's actual gross-of-fees performance for its diversified investment strategy to the performance of similar asset pools of endowments and foundations. Performance is preliminary.
Copyright © 2017 Wespath Investment Management, a division of Wespath Benefits and Investments, a general agency of The United Methodist Church.
Wespath is located at 1901 Chestnut Avenue
Please click here to provide feedback on the scope and nature of the material, and suggestions for future topics. If you have any questions about our investment funds or the wide range of services provided by Wespath, please contact Bill Stewart at bstewart@wespath.org or Karen Manczko at kmanczko@wespath.org or call 847-866-4100.
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