Wespath Benefits and Investments
We care for those who serve by providing investment and benefit services that honor the mission and p linktr.ee/wespathbi
12/08/2023
It can pay to invest with an environmental lens. Asset managers Impax & Wellington are both overseeing strategies that have produced returns since inception which have exceeded Wespath’s expectations. Learn more in our new Sustainable Investment Report: https://ow.ly/u9l250QfaAo
With care coordinators, you will have a smart, passionate team who will advocate for you throughout your health care journey no matter what. Care Coordination coming January 1, 2024.
12/06/2023
Act now to complete your retirement savings picture. Verify personal information, update beneficiaries, explore retirement projection tools and more at the link below today!
https://ow.ly/juNf50QfGc5
12/05/2023
For months now, news about the Chinese economy has been cause for concern. In our latest “Investment Insights” blog post, Wespath analyst Myles Smith provides an overview of China’s issues and how they have impacted our funds.
https://ow.ly/vHJ050Qf9uB
Wespath’s Evan Witkowski, recently hosted an informational webinar about the Intentional Endowments Network (IEN) Student Corporate Engagement Challenge. IEN managing director Nicole Torrico explained how Challenge provides undergraduate and graduate students with real-world, hands-on experience in sustainable investing. The deadline to sign-up is December 22nd, do so at the link below today!
https://register.gotowebinar.com/register/886679596120449111
Tomorrow is World Pollution Prevention Day - let's make a commitment to help protect our planet for future generations. 🌏 ♻️
12/01/2023
How it started: Wespath invested in a strategy it created w/ BlackRock
How it’s going: Wespath’s innovative idea was successful, and BlackRock expanded the strategy to other investors
Learn more in our Sustainable Investment Report: https://ow.ly/E4pf50Qeeah
11/30/2023
Learn more about the United Methodist Personal Investment Plan (UMPIP). This 45-minute educational session provides insights about UMPIP, a 403(b) retirement savings plan. Dan Eck of EY Financial Planning Services will also provide practical takeaways on saving for retirement. Register at the link below today. �
*A recording of the webinar will be made available after the event.
https://ow.ly/o2ER50Qa6Tl
Wespath’s Evan Witkowski recently hosted an informational webinar about the Intentional Endowments Network (IEN) Student Corporate Engagement Challenge. As IEN managing director Nicole Torrico explained, the Challenge can help give participants a leg up when looking for jobs in the investment industry. Register by Dec. 22!
https://register.gotowebinar.com/register/886679596120449111
11/28/2023
Thanks to the generosity of our supporters, Wespath has successfully raised $250,000 that will be matched with a $250,000 grant from the Lilly Endowment Inc. for Wespath’s Clergy Financial Well-Being Initiative. This initiative has already begun funding well-being efforts focused on post-pandemic recovery for clergy of color, including programing dedicated to self-care and wellness to mitigate burnout, expanding emergency financial assistance for clergy, and providing financial backing for wellness retreats across the U.S. Learn more in the press release at the link below!
https://ow.ly/CFA050Qc5Bb
Clergy Financial Well-Being Core Team:
- The Reverend David Bell, NAUMF president and United Methodist Foundation of Michigan president and executive director
- Rev. Lisa Greenwood, National Association of United Methodist Foundations (NAUMF) executive director
- Rev. Cary James, Pastor, Jones Memorial UMC, Washington, D.C.
- Rev. Dr. Candace Lewis, President/Dean, Gammon Theological Seminary
- Dale Jones, Wespath managing director of church relations
- Bonnie Marden, UMC Clergy Financial Well-Being Initiative project manager
- Rev. David Martinez, General Board of Higher Education and Ministry executive director of contextual leadership formation
- Sheri Meister, NAUMF executive committee member and Dakotas & Minnesota Methodist Foundations president/CEO
- Allyson Potts, General Board of Higher Education and Ministry executive director loans and scholarships
- Rev. Ken Sloane, Discipleship Ministries director of stewardship and generosity
Care Coordinators like Scott continually go above and beyond. Mark your calendars! We’re so excited to introduce Wespath Care Coordination as a part of HealthFlex coming January 2024.
11/27/2023
November is ! If you are facing prediabetes or type 2 diabetes, big lifestyle changes may be needed. But small changes can have the biggest impact. That’s where Omada comes in.
Omada is a virtual program that will help you manage blood sugar and weight in small ways, while inspiring better health choices and confidence that can last a lifetime. That’s big.
*Omada is at no additional cost to you if eligible through HealthFlex.
https://ow.ly/NzoW50Q8xfA
How do you find exceptional companies to invest in? It’s a simple question, but it makes all the difference for investors. Gerald Du Manoir—a portfolio manager for Capital Group, one of Wespath’s external asset managers —details how his company works to “identify opportunities that are drastically different from expectations” in our latest “Asset Manager Insights” video.
With care coordinators, you will have a smart, passionate team who will advocate for you throughout your health care journey no matter what. Care Coordination coming January 1, 2024.
There are many things to be thankful for this month, but one person at the top of our list is Dave Zellner who was recently recognized again by Chief Investment Officer Magazine’s “2023 Power 100.” We applaud the work Dave does each and every day on behalf of our many participants and investors and are proud of this noteworthy recognition. See the full list here: https://www.ai-cio.com/lists/2023-power-100/?type=the-list
It might sound like semantics, but there is a big difference between investing in international countries and investing in international companies. Gerald Du Manoir—a portfolio manager for Capital Group, one of Wespath’s external asset managers—explains the difference and details why he focuses on specific international companies in our latest “Asset Manager Insights” video.
11/16/2023
How it started: Chrysler’s parent company Stellantis stopped production at its Belvidere, Illinois, assembly plant in February.
How it’s going: As part of the tentative deal the United Auto Workers union reached with Stellantis following a six-week strike, the plant will re-open.
Wespath’s Mark Warren, manager of public equities, delves into the UAW’s tentative deals with the Big Three North American automakers in our latest Markets at a Glance video: https://ow.ly/ihnh50Q8yJ3
It might sound like semantics, but there is a big difference between investing in international countries and investing in international companies. Gerald Du Manoir—a portfolio manager for Capital Group, one of Wespath’s external asset managers—explains the difference and details why he focuses on specific international companies in our latest “Asset Manager Insights” video.
11/15/2023
So much learning, sharing, foresight and fellowship at UMAC2023! We are grateful to be a part of this group of United Methodist Association of Communicators (UMAC) telling the stories about the good work of the Church.
Care Coordination is coming January 1, 2024. With one phone call, you can speak to a dedicated team of care coordinators – experienced nurses, benefit experts and claims specialists – for coverage questions, personalized clinical expertise, finding and connecting with in network providers, claim and billing issues and much more.
11/13/2023
November 13th is World Kindness Day! It’s not only a day to be kind to those around you, but a day to show kindness to our planet as well.
11/11/2023
Today, we extend our heartfelt gratitude to all of our nation’s brave Veterans. We honor your selfless service and sacrifice - thank you for all you do. 🇺🇸
“I think it’s important to consider the world as one investable universe,” said Gerald Du Manoir, a portfolio manager for Capital Group, one of Wespath’s external asset managers. In our latest “Asset Manager Insights” video, Du Manoir explains why he thinks it’s important to invest in U.S. and international markets.
11/09/2023
HealthFlex Annual Election ends Nov. 16! Log in to Benefits Access to choose your 2024 health benefits before time runs out.
https://ow.ly/hG5Y50Q49vQ
We see you! While the glasses you are wearing to help read this post might have been purchased from a store at your local mall, there’s a good chance the parent company is headquartered in Europe. Gerald Du Manoir—a portfolio manager for Capital Group, one of Wespath’s external asset managers—explains how the U.S. and international economies are interconnected in our latest “Asset Manager Insights” video.
Mark your calendars! To make health care simpler and better, you and your family will have access to new Care Coordination services beginning January 1, 2024.
Similar to how Netflix recommends movies, BlackRock uses data to inform investment decisions. Watch as BlackRock employees explain innovations driving the strategy it co-created with Wespath.
Learn more in our Sustainable Investment Report:https://www.wespath.org/assets/1/7/5987.pdf =13
11/01/2023
HealthFlex Annual Election is open now through Nov. 16! Log in to https://ow.ly/Qmc250Q2QxN to find helpful resources like ALEX Benefits Counselor (by Jellyvision) and choose your benefits.
Come along for the first ever installment of “Lauren In The Office.” Today we’re asking Wespath employees what they’d do with an extra $150. I may not be able to give you cold, hard cash, but if you’re a HealthFlex participant that earns all of your Wellness Credits by December 31, 2023, you will get $150 in cash!
10/30/2023
HealthFlex Annual Election is your chance to choose your 2024 health benefits! Log in to https://ow.ly/lbXR50Q1Kl3 to find helpful resources like ALEX Benefits Counselor (by Jellyvision) and to select your benefits Nov. 1 - 16.
10/27/2023
Looking for a last minute costume idea? Look no further! If you really want to show the Wespath “spirit” this Halloween, make sure to pick up the “Fashionable General Secretary” package wherever costumes are sold.
*This is a meme, costume is not actually sold anywhere -- but you can make your own at home!*
You may be used to seeing these familiar faces around the office, but do you think you’d recognize them trick-or-treating around the block in their favorite Halloween costumes? Let us know your favorite in the comments below!
10/25/2023
This quarter we welcomed our new Deputy Chief Investment Officer, Johara Farhadieh! Learn what inspires her, what she is most proud of, what drew her to Wespath and more in this Q&A: https://ow.ly/qIZE50Q0Kvs
10/25/2023
October is Breast Cancer Awareness Month. Let's all do our part to help protect ourselves and our loved ones from this life-threatening disease. If you haven’t already, schedule your annual screening today and spread the word. Together, we can make a difference!
And make sure to check out our Dimensions article about Rev. Arlene W. Christopherson’s journey with breast cancer at the link below.
https://ow.ly/kR2v50Q0GmN
10/24/2023
Recently General Secretary Andy Hendren along with several Wespath employees including Karen Manczko, Dale Jones, Evan Witkowski and Joe Halwax attended the National Association for United Methodist Foundations annual meeting. It was great to see familiar faces. Scroll through this carousel to see what our staff was up to during the event.
10/20/2023
It's an important day here at the United Methodist Center in Liverpool as we kicked off our Pre-Retirement Workshop for any clergy member looking to get projections for when they retire. We had the pleasure of hosting Bob Chrisophel from Wespath Benefits and Investments, who provided invaluable insights to clergy regarding their retirement choices. Be on the lookout for updates about our upcoming Spring 2024 workshop!
10/19/2023
This quarter’s Investment Insights webinar features a very special guest: our new Deputy Chief Investment Officer Johara Farhadieh! Get to know Johara through her Q&A with Joe Halwax, learn more about Q3 market activity, catch up on our impact investing initiatives and more: https://ow.ly/kzMm50PYM6p
Happy Boss's Day to our General Secretary and CEO Andy Hendren! We can't thank you enough for your leadership, dedication, and commitment to excellence. Here’s to a visionary, supportive leader who has guided us through many achievements and helped make our organization even stronger. Here's to many more years of success and cool shoes!
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Wespath Benefits and Investments
We care for those who serve by providing investment and benefit services that honor the mission and principles of the United Methodist Church.
In accordance with our fiduciary duties, Wespath administers benefit plans and invests approximately $21 billion in assets for over 100,000 participants and over 100 United Methodist-affiliated institutions. Wespath Benefits and Investments maintains the largest reporting faith-based pension fund in the world. Our sustainable investment activities are carried out by Wespath Institutional Investments, the agency’s investments division.
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1901 Chestnut Avenue
Glenview, IL
60025
Opening Hours
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| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |
Together We Tri
2400 Chestnut Avenue
Glenview, 60026
Together We Tri provides exceptional triathlon training and quality sports events instilling passion and excitement to athletes of all abilities.
Evans Scholars Foundation
2501 Patriot Boulevard
Glenview, 60026
The Evans Scholars Foundation is a nonprofit organization dedicated to sending deserving caddies to c
Youth Services of Glenview/Northbrook
3080 W Lake Avenue
Glenview, 60026
For over 50 years, Youth Services has served as a source of support for children and families.
HEAR Scholarship Foundation
P. O. Box 260
Glenview, 60025
The HEAR Scholarship Foundation is a rapidly growing 501(C)(3) organization that offers access to a college success program and a financial scholarship to outstanding, financially ...
CHEST Foundation
2595 Patriot Boulevard
Glenview, 60026
To follow along with the activity of CHEST Foundation, please "like" the American College of Chest Physicians (Facebook.com/accpchest).
Commission on Accreditation of Ambulance Services (CAAS)
1926 Waukegan Road
Glenview, 60025
The Commission on Accreditation of Ambulance Services (CAAS) is an independent, not for profit commission established to encourage and promote quality in the EMS industry.
The Debra Gelfand Children's Foundation
Glenview, 60025
Crisis support for students and their families. The Debra Gelfand Children's Foundation is a 501(c)(3) non-profit fundraising organization in Glenview, IL USA.
Glenview Meditation
1942 Waukegan Road
Glenview, 60025
Glenview Meditation is a non-profit educational institution teaching the way to find Truth within thr
Kiwanis Club of Glenview-Northbrook
1514 E. Lake Avenue
Glenview, 60025
"Serving the youth of Glenview-Northbrook IL, the greater Chicago area and beyond.
High Tails Animal Rescue, NFP
P. O. Box 2205
Glenview, 60025
We are dedicated to finding forever homes for rescue cats (and sometimes dogs) in the Greater Chicago area.🩵
Knights of Columbus Father Dussman Council - Glenview, IL
3360 Thornwood
Glenview, 60026
The Order of the Knights of Columbus is the world's largest Catholic fraternal service organization. Founded in the United States in 1882 and dedicated to the principles of Charity...
Glenview Public Library Foundation
Glenview, 60025
Focused on growing community engagement, ensuring access & inclusion & creating opportunities for individual growth. 🌏❤