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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

$26

Performance (%, 1YR)

7.33

Chief Executive

Andrew Q. Hendren

Chief Investment Officer

Johara Farhadieh

Performance Notes

Based on Balanced Multiple Asset Fund – P Series

Chair

Bishop Robert Schnase

Asset allocation
Target allocation based on Balanced Multiple Asset Fund – P Series

35% US Equity Fund

30% International Equity Fund

25% Fixed Income Fund

10% Inflation Protection Fund

Website
View the annual report
Global Pension Transparency Benchmark country system description

Asset allocation as of December 31, 2024. All information is as per the most recent annual report or other publicly available data via the fund's website

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