Investment Policy Updates

Listed below are changes to the Investment Strategy Statement and/or Statement of Administrative Investment Policy. Wespath Benefits and Investments' (Wespath) board of directors authorizes changes to the Investment Strategy Statement and the board of directors’ Fiduciary Committee, which governs the administration of Wespath and Wespath Investment Management’s investment program, authorizes changes to the Statement of Administrative Investment Policy.

Effective January 25, 2017

  • Exhibit F – Equity Social Values Plus Fund
    • Changing Section I – Fund Objective to simplify and standardize language regarding sustainable environmental, social and governance practices of portfolio companies.
    • Changing Section II - Fund Performance Benchmark from MSCI World Custom Environmental, Social, and Governance (ESG) Special Weight Index, consisting of 54% MSCI USA ESG Index and 46% MSCI World ESG ex US Index, to MSCI World ESG ex Fossil Fuels Index, effective 4/1/2017.
    • Changing Section IV – Investment Strategy to simplify and standardize language regarding sustainable environmental, social and governance practices of portfolio companies.

Click here to see the Investment Policy.

 
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