Investing for performance. Investing for impact.
Wespath's comprehensive approach to sustainable investment considers the impact of environmental, social and governance (ESG) factors as they relate to investment management. We focus on sustainable investment activities that strengthen our potential to consistently achieve strong, long-term financial returns.
Wespath uses a framework for sustainable investing that's focused on performance with the benefit of impact. This involves three components: invest, engage and avoid.
We invest in companies that demonstrate meaningful social and environmental impact to seek higher returns. We actively engage companies and policymakers by urging them to adopt sustainable practices and policies. Finally, we avoid certain investments due to ethical exclusions or because they pose sustainability-related financial risks.
Wespath seeks to avoid investing in companies that produce and/or provide products and services that are not aligned with United Methodist values, or that reflect excessive sustainability risk.
Wespath urges global policymakers and corporations to administer sustainable practices and policies, which we believe will lead to greater financial security and improved investment returns.
Wespath invests in affordable housing and community development loans in the U.S. as well as other lending opportunities for underserved populations around the world.
Wespath seeks to influence positive change and advocate for human rights around the globe to further the development of healthy financial markets and resilient companies leading to greater financial security for our participants and institutional investors.
Wespath's Climate Action Plan provides a framework for all our climate-related investment activities, helping us identify, assess and systematically manage climate-related risks and opportunities.
Wespath Benefits and Investments implements the sustainable investment strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments. Except where noted, our investments are screened in accordance with the Social Principles of The United Methodist Church. Wespath’s board of directors approves these guidelines.
Wespath was one of the original signatories to the United Nations Principles for Responsible Investment (PRI), a multi-stakeholder initiative dedicated to promoting and incorporating environmental, social and governance factors into investment decision-making. Learn more about the PRI and Wespath’s involvement in this initiative.