Investments Articles

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Measuring Risk in Your Investment Portfolio
Risk is never easy to define. Although financial publications spend inordinate amounts of time discussing the concept of risk in investments, there is always room for more debate. The difficultly in defining risk lies in the fact that it means something different to each investor. This article provides a bit of clarity for our investors by taking a closer look at some of the more common measures of risk.

Enhancing Shareholder Value: A Case for Board Diversity
The Civil Rights Act of 1964 prohibited discrimination based upon race, color, religion, gender, or national origin in hiring and promotion for businesses that had federal contracts or were involved in interstate commerce. This shift in employment practices opened the door for more women and minorities to acquire the professional work experience necessary to qualify them to serve on company boards of directors.

Positive Social Purpose Lending—Making a Difference in Lives
Community development facilities funded through the PSP Lending Program include homeless shelters, health care centers and clinics, community centers and charter schools—all with a goal of providing services to low- and moderate-income people.

An Introduction to Proxy Voting
Because the majority of shareholders do not attend the annual meeting, most voting takes place by proxy. This article serves as an introduction to the proxy voting process.

The Low-Income Housing Tax Credit
This article provides an overview of the Low Income Housing Tax Credit program, which has been instrumental in the success of the Positive Social Purpose Lending Program.

The Benefits of Private Equity Investment
Private equity represents an increasing component of overall asset allocation among institutional investors. In comparison to a traditional portfolio of investments (e.g., stocks, bonds and cash equivalents), investors expect to generate highly attractive returns for their stakeholders—public, corporate, union and church participants.

The Art and Science of Assessing Asset Managers
Integral to any investment program is the process of evaluating asset managers who make the investment decisions. Since there are both quantitative and qualitative aspects to asset managers’ performance, this evaluation is both an “art and a science.”

Dolores McCoy Villa I: Affordable Housing with a Special Focus
Dolores McCoy Villa I targets formerly homeless and formerly incarcerated individuals, with a special emphasis on providing “much needed housing and on-site support services for single mothers re-entering the community after being incarcerated.”

LifeStage and Target Date Funds: A Comparison
Instead of offering target date funds, Wespath Benefits and Investments (Wespath) offers the LifeStage Investment Management Service (LifeStage) which is a form of a managed account program designed to provide flexibility in developing optimal solutions for allocating participant account balances among several different types of investments.


Daily Fund Pricing: Understanding the Basics
Unit price, expense ratio...trying to understand your investments may seem like learning an entirely new language. But don't fret; it's not as complicated as it seems once you understand a few basics.

The Role of the Investments Department
The Investments department’s role is to seek to attain superior returns while incurring prudent levels of risk for Wespath-managed funds.

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