Vol. XXII, Issue 29

July 20, 2023

New Sustainable Investment Report Published!

Wespath's new Sustainable Investment Report is now available. The report details Wespath's leadership in global initiatives, shares the performance of Wespath's sustainable investment strategies, and highlights investor engagements focused on working conditions, opioid accountability, environmental health and more. These highlights show how investments with Wespath make a real-world impact!

The report, which primarily covers work done over the last two years, also spotlights Wespath's strategic partners and industry collaborations in a collection of videos and stories. All the sustainable investing efforts highlighted in the report help Wespath seek strong financial returns for our participants and institutional investors, while aligning with our shared values.

We encourage you to check out the report and consider ways to share it with your constituents! If you have questions or would like to request printed copies for events or meetings, please contact Wespath's investment communications team (Ryan Nilsson, rnilsson@wespath.org and Ryan McQueeney, rmcqueeney@wespath.org).

Participant Communications

This week Wespath sent an email to CRSP participants not making personal contributions to UMPIP reminding them that if they contribute 1% of their paycheck they get a matching contribution.

Last week Wespath sent an email to participants who previously received paper quarterly statements that their second quarter statements are available in Benefits Access. As a reminder, Wespath no longer sends paper quarterly statements to participants.

Q2 Investments Webinar is Now Available

Our Q2 Investment Insights webinar is now live! Joe Halwax, Managing Director, Institutional Investment Services, and Dave Zellner, Chief Investment Officer, discuss recession predictions and inflation expectations, Jake Barnett, Wespath's director of Sustainable Investment Stewardship, gives a debrief on proxy season voting, and Karen Manczko, Director, Institutional Relationships, details the drivers of fund performance. Watch the full webinar or view it in segments now.


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