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Investments Publications and Reports

2021-2022 Sustainable Investment Report

Through sustainable investing, Wespath seeks strong financial returns while aligning with our shared values. This new report includes highlights from 2021 and 2022—such as Wespath’s latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more!

Monthly Investment Report

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

Dimensions Quarterly Newsletter

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.