Investment Guidelines

We help you invest with purpose and planning to reach your ministry funding goals!

Impact Investing

Wespath invests so that the financial goals of congregations and ministries are met while also making a difference.

Growing your investments to accomplish your goals involves planning, discipline, and strong investment partners. Wespath makes a difference with their Positive Social Purpose lending program that seeks to strengthen local and global communities while also producing market rates of return. This is called “impact investing” and is done with a portion of the fixed income fund.

Wespath is a leading impact investor with a lengthy track record of investing for strong returns and positive outcomes.

Faith-Based Investing

There is a Wespath Difference in terms of investments. With them we believe in doing well, together. Their Investments are in alignment with your values and experience with UM-related investors. This means that Wespath and we understand the challenges you face better than many others. Wespath Institutional Investors offer investment solutions designed exclusively for 501(c)(3) organizations, and 100% of our institutional clients are not-for-profit, faith-based investors.

Mission

We understand your values and support your mission

Performance

Wespath has a disciplined investment approach and has delivered long-term, competitive returns relative to our peers

Impact

We are a global leader in sustainability – when you partner with us, you can be too

Invest With a Leader in Sustainable Investment

We seek to shape our investment program with the future in mind. Our sustainable investment activities seek to maximize opportunities and manage the financial risks associated with a changing world, while having a positive impact on our society. We take a comprehensive approach to sustainable investing that considers the impact of ESG factors as they relate to investment management.