Principled Fund Management
We continue our series highlighting Wespath's Investment Beliefs, which help define our investment philosophy, while aligning our products and services with the principles of The UMC.
- We believe that highly-qualified employees and external asset managers/vendors are required to achieve strong risk-adjusted fund performance.
- We believe employee-owned, or closely held firms provide attractive opportunities to invest, as their interests are more aligned with the interests of our investors.
- We conduct rigorous due diligence to ensure we select external asset managers that align with our beliefs and interests.
To view all of our investment beliefs, visit wespath.org/assets/1/7/5060.pdf.
From the January 2019 issue of Hark!