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Wespath Benefits and Investments
Wespath Benefits and Investments acts as a not-for-profit administrative agency of The United Methodist Church. Established in 1908, it provides retirement...
Wespath Benefits and Investments
Wespath Benefits and Investments acts as a not-for-profit administrative agency of The United Methodist Church. Established in 1908, it provides retirement plans, investment solutions, and health benefit plans for active and retired clergy and lay employees. It offers investment fund management and Outsourced Chief Investment Officer services guided by sustainable investment principles.
General information
Firm type
Pension Fund
Year founded
1908
Location
Region
North America
Country
United States
City
Glenview
Corporate office
1901 Chestnut Ave., Glenview, IL 60025, United States
Principals
Andrew Q. Hendren
General Secretary and Chief Executive Officer
Johara Farhadieh
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Wespath Benefits and Investments?
Johara Farhadieh serves as Chief Investment Officer. Andrew Q. Hendren acts as General Secretary and CEO with oversight of the overall agency.
How does Wespath source proprietary deal flow?
Wespath builds relationships through its Positive Social Purpose Lending Program with partners such as Cinnaire and The Community Development Trust. It also commits to established managers including Adams Street Partners and Blackstone.
Does Wespath participate in fund commitments or only direct deals?
Wespath makes fund commitments to private equity and real estate managers. It also executes direct loans through the Positive Social Purpose program and holds minority ownership in specific affordable housing projects.
What investment stages does Wespath typically target?
Wespath targets buyout, growth, and secondaries strategies in private equity. Its real estate activity focuses on existing affordable housing assets rather than development.
Where does the underlying wealth come from?
Wespath administers retirement and health plans funded by contributions from United Methodist Church conferences, local churches, and plan participants.
Does Wespath maintain philanthropic structures, and how are they separated?
Wespath operates the Central Conference Pensions program to provide retirement benefits for clergy in central conferences outside the United States. Plan assets remain segregated from the agency's operating budget.
What is Wespath's known posture on co-investments alongside external GPs?
Wespath holds limited partner positions in funds managed by Adams Street Partners, Blackstone, and HarbourVest. It does not disclose active co-investment programs alongside those GPs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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