Investments Information

Articles

Educational and relevant articles about our funds and investing in general.

Wespath Investments Team

The Wespath Investments division exhibits considerable breadth of expertise. Our leadership team averages more than 20 years in experience.

Wespath Processing Holiday Schedule

Days when Wespath Benefits and Investments (Wespath) and financial exchanges will be closed.

Important Information for Participants Self-Directing Investments

Considerations to help guide the selection of investment funds for participants that have elected to self-direct investments for the various Wespath defined contribution plans [Clergy Retirement Security Program (DC), Horizon 401(k), Retirement Plan for General Agencies (RPGA), Security Program (DC) and United Methodist Personal Investment Plan].

Interfund Transfer Rule

Wespath maintains a policy to limit the frequency of interfund transfers by participants in its funds. Under the policy, a participant may not purchase units in a particular fund for 60 days after selling units in that same fund. For more information, view the Investment Funds Description.

Investing Opportunities Brochure

A summary of Wespath-provided resources and investment funds to assist participants in achieving their investment goals.

Investment Descriptions

Before you invest, you should review the Investment Funds Description – P Series and the related Statement of Additional Information (SAI), which contains additional and more detailed information about the Funds and their risks. In addition, the Summary Fund Descriptions – P Series provides fund-specific information detailing each fund’s investment objective, risks, performance, fees and more.

Investment Funds Description Updates - Important additions regarding the administration of Wespath Benefits and Investments' funds that have been made subsequent to the most recent published version of the Investment Funds Description – P Series. Investors should review these updates in addition to the Investment Funds Description – P Series.

 

Wespath's Investment Beliefs

Wespath's Investment Beliefs outline 10 guiding principles that help define Wespath’s investment philosophy, and support its mission to provide investment services aligned with the values of The United Methodist Church.

Investment Policy

Addresses the issues of asset allocation, asset class benchmarks and fund investment restrictions.

Investment Policy Updates

Changes to the Investment Strategy Statement and/or Statement of Administrative Investment Policy approved within the past year.

 

 
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