Sustainable Investment
Investing for performance. Investing for impact.
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!
Investment Exclusions
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.
Shareholder Engagement
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.
Impact Investing
Wespath often invests in specific initiatives with the stated objective of strengthening local and global communities while also producing market rates of return. We call this “impact investing.” We are pleased to be a leading impact investor with a lengthy track record of investing for strong returns and positive outcomes.
Positive Social Purpose Lending Program
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.
Human Rights
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.
Climate Change
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.
Proxy Voting
Proxy voting is an important tool for fiduciaries, as it offers one way to express concerns and encourage sustainable business practices.
Strategic Partners
Wespath collaborates with other sustainable investors and organizations dedicated to corporate accountability and sustainability.
Public Policy Statements
Wespath Benefits and Investments (Wespath) periodically writes letters to the Securities and Exchange Commission (SEC) regarding proposed rules.
Wespath Cares Videos
This video series shares the stories of the individuals who are positively impacted by the microfinance loans made available through our PSP Lending Program.