Wespath Fund Performance¹
Quarter-to-date and year-to-date net-of-fees performance, through December 31, 2017, is available here.
The year-to-date, gross-of-fees performance of Wespath's flagship fund, the Multiple Asset Fund, ranked among the top eight percent of BNY Mellon’s “Foundations and Endowments – Total Funds” universe (data as of November 30, 2017, the most current available).2
Investment performance commentary is available in the December 2017 Monthly Investment Report.
Register for Wespath's Quarterly Webinar
Wespath will host its Quarterly Webinar on Tuesday, January 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.
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Seventh Consecutive Year of Growth in Assets
In 2017, thanks to our strong United Methodist-affiliated institutional partnerships, we received over $190 million in new assets unrelated to pension and health benefits.
2017 was Wespath’s seventh consecutive year of growth in assets under management.
During the quarter we welcomed a new partnership, Preachers’ Relief Society. Additionally, Georgia United Methodist Foundation, a long-time valued partner of Wespath’s, transitioned its fixed income portfolio to Wespath.
Supporting Our Clients
At the request of our partner, The United Methodist Stewardship Foundation of Greater New Jersey, Karen Manczko, Wespath’s Manager, Institutional Relationships, delivered a custom presentation on Wespath’s Sustainable Investment Strategies to over 1,400 clergy and lay at the 2017 Greater New Jersey Annual Conference. View the presentation video here.
Sustainable Investment Strategies (SIS) Highlights
Wespath featured in United Methodist Women’s Response Magazine
Anita Green, Wespath’s Manager, Sustainable Investment Strategies, leads Wespath’s shareholder engagement activities, bringing the UMC voice to the table with the world’s largest companies. She recently contributed a piece to United Methodist Women’s Response Magazine titled “Sustainable Investing: United Methodist Women through Wespath Ensures its Investments Further its Mission.” In the article, Anita explains how Wespath’s sustainable investment activities uphold UMC values, while promoting long-term value.
Wespath PRI Assessment Receives A+
Wespath is pleased to have received the highest rating, an A+, for its approach to Strategy and Governance in sustainable investing from the United Nations Principles for Responsible Investment (PRI). Read more.
A Successful Year for Wespath’s Affordable Housing Program
In 2017, Wespath’s Positive Social Purpose (PSP) Lending Program invested $87 million in affordable housing. To learn more about the program, or to view the properties in your area, visit our website.
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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 © 2018 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
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