Provider Profiles
Wespath Institutional Investors
| Profile | |
| Business Model§ | OCIO + other |
| Year Entered Into OCIO Business | 2011 |
| No. of Relationship Managers/Salespeople | 4 |
| No. of OCIO Portfolio Managers | 2 |
| OCIO % of Total Firm Revenue | 10% |
| No. of Clients, Full Discretion | 143 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $5.2b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $5.2b |
| Healthcare Pools (Board designated, funded depreciation) | |
| Other |
| Portfolio Construction |
| Wespath’s investment philosophy is grounded in a core set of ten Investment Beliefs that reflect our expectations regarding long-term drivers of future economic growth. This philosophy includes: long term perspective, diversification, active and passive management, and sustainability. We seek external managers that demonstrate strong conviction in long-term opportunities with a sustainable lens.
Wespath works closely with investors to provide asset allocations that seek to achieve their organization’s unique investment objectives for each asset pool, including the risk tolerances, liquidity needs, and any other considerations. Our advantages are the long history of sustainable investing and high touch service model. |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |