Investments Publications and Reports

2015-2016 Sustainable Investment Report

As a sustainable and responsible investor, Wespath is committed to active ownership through corporate and public policy engagement, proxy voting and the management of excessive sustainability risk. Over the past two years we have made considerable progress in our sustainable investment approach. Learn more by reading the 2015-2016 Sustainable Investment Report.

Monthly Investment Report

Read the latest Monthly Investment Report by Chief Investment Officer Dave Zellner.


Learn about matters that affect retirement for plan participants in our quarterly newsletter.

Wespath Investing Opportunities

Investing can be intimidating, yet it is important. Often, a great deal of data arrives at a dizzying pace, making it more confusing. And more complicated than it needs to be. As your responsible choice, Wespath Benefits and Investments (Wespath) has resources to guide you toward your personal goals.

Investment Funds Description

Further information on the investment strategy and other pertinent details of Wespath's funds.

Investment Funds Description Updates

Updates to information about Wespath funds that should be reviewed in addition to the annually published Investment Funds Description.

Fund Summary Prospectuses

Fund-specific information detailing each fund’s investment objective, risks, performance, fees and more. The summaries complement Wespath’s full Investment Funds Description.


Important Information

If you self-direct your Wespath-administered retirement assets, become informed about factors you should consider when selecting investments, including Wespath Interfund Transfer Rule.


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