Asset Owner Directory

Wespath Benefits

Wespath Benefits and Investments has been serving The United Methodist Church for over 100 years. Wespath are the largest reporting faith-based pension fund in the United States, serving more than 100,000 active and retired clergy and lay employees of the Church.

Country

United States

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$24

Performance (%, 1YR)

-16.63

Chief Executive

Andrew Q. Hendren

Chief Investment Officer

David Zellner

Chair

Bishop Robert Schnase

Asset allocation

Asset allocation calculated from reported asset values

41% Equity

35% Fixed Income Securities

5% Asset-backed Securities

0.5% Risk Management Instruments

5% Short-term Securities

5% Emerging Market Funds

6% Private Equity/Real Estate Partnership

1% Real Asset Partnership

2% Wrap Contracts

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of December 31, 2022. All information is as per the most recent annual report or other publicly available data via the fund's website

Top1000funds.com related articles

Sustainability Digital – Sept 2021

Asset owners apply pressure on managers for net zero integration

The David Rockefeller Fund and Wespath Institutional Investors explain how they are engaging managers, and holding them to account, in the drive to net zero integration.

Sarah RundellJuly 29, 2021

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The path to net zero

Investors from Brunel, Wespath and Robeco talk about the challenges of shaping their net zero portfolios including data, benchmarks and holding managers to account.

Sarah RundellMarch 19, 2021

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Investors focus on human capital

Investors are putting pressure on companies to accelerate the shift to purpose-driven leadership and focus on human capital policies during the crisis. But while there are some examples of corporations making policy changes that positively impact their workers, supply chain issues pose a significant problem.

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How to convince the ESG sceptics

Trying to find ways to get colleagues to embrace responsible investment strategies can be frustrating but it becomes easier when the business case includes the bottom line.

Sarah RundellSeptember 15, 2018

Investor Profile

Methodist morality delivers mainstream returns

When John Wesley, the 18th century Anglican cleric, preached that business practices should not harm one’s neighbour, he never imagined that his principles would guide the global investment strategy of an $18.4-billion pension fund. Today, the General Board of Pension and Health Benefits of the United Methodist Church, based in Chicago, ranks as one of […]

Richard TomlinsonFebruary 1, 2013

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