Wespath / Our Values and Impact
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Investing Rooted in Values and Impact

We believe that investing with integrity, purpose, and a commitment to people and the planet leads to meaningful outcomes. Through our values-aligned investing strategies, Wespath seeks to empower institutional clients to fulfill their missions in perpetuity and participants to have long-term financial security. Our values-driven investment approach honors the mission and principles of the United Methodist Church, which we believe align with the values of many other mission-driven organizations we serve.1

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Values-Aligned Investing

Learn how we integrate faith-based values and sustainable investing practices into our investment decisions.

Stewardship in Action

Explore stories showing how Wespath’s investments make a measurable difference in the world, including market-rate loans for affordable housing and community developments.

Worldwide Church

Discover how Wespath supports individuals and ministries through our mission of caring for those who serve.
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Our Core Values

Two overlapping yellow circles on a light gray background, forming a Venn diagram with an almond-shaped intersection in the middle.
Teamwork
We bring out the best in each other by sharing our knowledge, experience and ideas.
Outline of a human head in profile facing right with three curved lines near the ear, suggesting listening, hearing, or sound waves. The design is simple and uses orange lines on a white background.
Spirituality
We recognize and honor a sacred dimension to life and uphold the values of the UMC.
Red outline of a heart containing a network diagram with four connected nodes, symbolizing the intersection of healthcare and technology or connected health.
Integrity
We demonstrate the highest moral and ethical standards.
A minimalist green outline of a hand holding up the Earth, symbolizing environmental protection and sustainability.
Stewardship
We proudly manage resources.
A simple blue outline drawing of two hands shaking, symbolizing agreement, partnership, or cooperation.
Mutual Respect
We value the individual and embrace diversity.
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Customer Satisfaction
We strive to understand customers and exceed their expectations.
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Learn More About Wespath's Core Values

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Our Impact by the Numbers

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Invested in U.S. affordable housing since 1990
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In all-time pension distributions and emergency grants to Connectional Pension Support program recipients in Africa, the Philippines and Europe
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Invested in global microfinance loans across four continents
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Shareholder engagements with companies, asset managers and policymakers on issues related to climate change, human rights and governance from 2023-2024
Data as of December 31, 2025
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A six story building. The building has windows, and is white with grey and red accents. There are cars parked in front of the building.

Affordable Housing Highlight

Wespath’s Positive Social Purpose (PSP) Lending Program works to promote affordable housing and community development while seeking market-rate returns. One PSP investment property is West End Heights, a 60-unit development in Ithaca, New York. 63% of the units serve individuals supported by a local nonprofit that assists people experiencing mental illness or transitioning out of homelessness; the remaining units are rent-restricted to ensure long-term affordability. West End Heights also features fossil fuel free, electric heat pumps and LEED certification. Learn more about how Wespath lives out its approach to stewardship with the PSP Program.

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A group of fourteen people are standing together. One woman in the front is holding a garden hoe.

Microfinance Loan Highlight

Beyond affordable housing investments, the PSP Lending Program also invests in global microfinance loans, providing much needed capital to individuals and small businesses working to build sustainable livelihoods. These loans help entrepreneurs grow their businesses, generate steady income, and strengthen local economies.

One such loan transformed a community in South Africa by providing a financing guarantee to a Black, female-owned bus co-operative, enabling the purchase of 24 buses. The impact extended well beyond the owners of the co-op, improving access to transportation in underserved townships and creating 55 new jobs for the community. Learn more about the Wespath’s impact through the PSP Lending Program.

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1Wespath implements sustainable investment strategies for investment funds made available through its subsidiaries.