Vol. XIX, Issue 84

December 17, 2020

NEW! Fiduciary Focus Educational Series

Read the first paper in our Fiduciary Focus educational series, "Why Organizations Are Outsourcing Their Investment Operations."

In this paper we define the role of the Outsourced Chief Investment Officer (OCIO) and highlight the key reasons why not-for-profit organizations may consider hiring a partner to assist with fulfilling their fiduciary responsibilities. Read now.

New Video Available: Positive Social Purpose Lending Program 30-Year Anniversary

Wespath is celebrating the 30-year anniversary of its Positive Social Purpose (PSP) Lending Program with an in-depth #PSP30 video series illustrating the past, present and future of the program.

The first video in the series is now available! It introduces the PSP Lending Program as a bedrock of Wespath’s investment activities and details its three core investment themes: affordable housing, community development and international microfinance. Hear from Wespath’s Sylvia Poniecki, Director of the PSP Lending Program, as well as a resident of a PSP-funded housing community in Texas.

Watch here, and feel free to share on social media!

Wespath Update to Participants

Our most recent participant e-blast communication was sent yesterday, December 16. Participants were sent a virtual Christmas card, given information about our 2nd virtual event for clergy – “Delivered to You.” A Central Conference Pensions newsletter, Monthly Investment Report and Markets-At-A-Glace video were also provided.

Wespath Market Update

Read our latest Wespath Market Update, a weekly investment summary that succinctly recaps economic and financial market activity for the prior week. If you, or others, wish to receive this email update, please send your contact information (name, email and organization) to InvestmentInfo@wespath.org.

Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"

Wespath is excited to be hosting another "Delivered to You" educational event. This virtual event will bring education and five dimensions of well-being to all active clergy in their workplace/home space.

The Wespath meetings and events team has changed direction from live, in-person opportunities to offering a virtual event that will provide an energizing customer experience in a new and different way. Wespath Benefits and Investments "Delivered to You" will be hosted on Monday and Tuesday, February 8-9, 2021 and will be two half days—in the afternoon. The event will provide educational information that will inspire and encourage clergy of all ages and stages in ministry.

We are excited about this virtual event and hope you will help us promote it within your conference. We are grateful for your partnership in this adventure and for your ongoing support.

Registration is now open.

The registration fee is $49.00. The fee offsets the cost of an event Care Kit that will be delivered to each attendee who is registered in advance, to help them participate fully and enjoy the event more.

Check our website for more information and to invite your clergy to register today.

Thank you for your support as Wespath continues providing education to help clergy make informed benefit decisions and caring for those who serve.

Wespath Closing Early—Friday, December 18

Wespath will close at 12:30 p.m., Central time, on Friday, December 18, due to our annual staff holiday celebration (virtual event). Customer Service assistance will be unavailable after that time.

Benefits Access for participants can be used to access account information and complete transactions 24 hours a day, seven days a week. The automated phone system, accessible by calling 1-800-851-2201, will also be available for participants.

The Wespath Institutional Investor Portal and Benefits Access Portal for Plan Sponsors will be available to plan sponsors, conferences and institutions.

If an urgent situation arises on Friday after 12:30 p.m., please call 1-847-866-4683 and provide your contact information. A Wespath representative will contact you within 30 minutes.


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