Take a look at how Wespath partners with institutional investors and faith-based organizations to design customized, values-aligned portfolios that support both today’s spending needs and long-term sustainability.This piece walks through key concepts every institutional investor should understand, including diversification, asset allocation, liquidity, risk tolerance and values alignment. It then explains Wespath’s three-phase process: a learning phase grounded in listening, portfolio construction supported by scenario analysis and a Client Asset Allocation Committee, and implementation with disciplined rebalancing, transparent reporting, ongoing fee review and regular IPS check-ins. A dedicated call-out highlights how Wespath integrates faith-based ethical exclusions and impact-oriented strategies, including climate, human rights, social justice and affordable housing, within diversified portfolios.The GBGM case study brings the process to life. Roland Fernandes shares how UMCOR’s disaster-response accounts require very different liquidity than long-term endowment accounts, why the agency pursued Social Values Choice strategies, and how the partnership has helped GBGM set aside roughly $60 million specifically for new and expanded mission initiatives across more than 100 countries.Built for faith-based institutional investors, OCIO clients, foundations, endowments, higher education, healthcare systems and faith-based ministries looking for thoughtful, plain-English investment commentary, asset allocation case studies, OCIO insight and mission-aligned stewardship perspective.
