How Wespath Supports Methodist Values through its Sustainable Investment Program

Date: Thursday, September 29
Time: 10:00 - 11:00 a.m.
Location: Zoom
Guest Presenter: Jake Barnett of Wespath

The Director of Wespath’s Sustainable Investment Stewardship Team Jake Barnett will provide an overview of Wespath’s approach to sustainable investing and how it aligns with Methodist values, using examples from Wespath’s work engaging companies and policymakers on topics like opioid accountability and climate change and their proactive investment in areas like affordable housing.

Jake joined Wespath in January 2020. As the director of Sustainable Investment Stewardship (SIS) for Wespath and its subsidiaries’ investment programs, Jake leads Wespath’s shareholder advocacy and engagement efforts. Specifically, the SIS team focuses on engagement efforts that align with the values of The United Methodist Church and support the transition to a sustainable global economy. Previously Jake was an institutional consultant at Morgan Stanley’s Graystone Consulting where he focused on engagement with faith-based and impact-oriented institutional investors. Jake co-chairs the Engagement Track of the UN-Convened Net-Zero Asset Owner Alliance, serves on the Board for the Interfaith Center on Corporate Responsibility (ICCR) and serves on the UN Principles for Responsible Investment (PRI) Stewardship Advisory Committee. Jake received his bachelor’s degree in Economics, International Studies and Political Science from Ohio Wesleyan University. He also holds the Certified Investment Management Analyst (CIMA) designation.

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