Investment Policy Updates

Listed below are changes to the Investment Strategy Statement and/or Statement of Administrative Investment Policy approved within the past year. 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 October 12, 2016

  • Exhibit D – Inflation Protection Fund
    • Changing Section II - Fund Performance Benchmark to implement change to the following blended benchmark, effective 1/1/2016:
      • 80% Barclays World Gov’t Inflation-Linked (Hedged) index,
      • 10% Barclays EM Tradable Inflation-Linked (EMTIL) (Unhedged) index,
      • 10% Bloomberg Commodity index

Click here to see the Investment Policy.

 
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