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Investments Publications and Reports

2017-2018 Sustainable Investment Report

Wespath's 2017-2018 Sustainable Investment Report—Creating a More Sustainable Global Economy—takes a deep dive into its work to seek positive financial returns, while also seeking a positive impact on the world around us. This report is also Wespath’s first to incorporate the Task Force on Climate-related Financial Disclosures (TCFD) framework.

Monthly Investment Report

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

Hark!

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

Understanding Your Investment Options

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 - P Series

Additional 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.

Investment Policy

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

Investment Insights Blog

On a regular basis, the blog will feature new, easily digestible commentary from CIO Dave Zellner and the rest of our investment team.

 

Important Information

If you self-direct your Wespath-administered retirement assets, become informed about factors you should consider when selecting investments, including Wespath's Interfund Transfer Rule, page 71.