Forms, Disclosures and Reports

Investment Funds Description – I Series

Information on the investment strategy and other pertinent details of the I Series funds.

Global Investment Performance Standards (GIPS^®) Reports

Access our GIPS reports for more information about our funds and their historical performance.

Go to Reports

Investor Forms

Download forms for investors.

Go to Forms

Holiday Processing Schedule

Bank holidays, organizational holidays and financial market closures that may impact when processing will be delayed.

View the Calendar

SOC-1 Report

Wespath has a Service Organization Control 1 (SOC-1) Report. This report is available upon request by sending an email to InvestmentInfo@wespath.org

Wespath’s 2024 Annual Report

As we grow into the future, Wespath’s work remains firmly rooted in our mission of caring for those who serve, and our commitment to a sustainable, thriving future for all. 2024 was shaped by transitions at Wespath and in our product and service offerings. With over 115 years of service and stability, we remain focused on resilience and strategic growth well into the future.

View the 2024 Annual Report

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Proxy Voting Guidelines

All of our proxy votes are cast in accordance with our Proxy Voting Guidelines, which are annually updated and approved by our Board of Directors.

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Investment Beliefs

A set of core beliefs which reflect our macroeconomic view and expectations regarding the long-term drivers of future economic growth.

Key reports, forms, policy documents, fund descriptions and other information for investors.