eth·ic

/ˈeTHik/
noun

1. A set of moral principles, especially ones relating to or affirming a specified group, field, or form of conduct.

Our Advantages

  • Methodist principled funds

  • Liquidity

  • Broad diversification

  • Funds support society as a whole

  • Unlimited transactions

  • Minimal fees

  • 25+ years of account history

  • Administration in perpetuity

Investment Options

Interest fund

The Foundation sets this interest rate to be higher than local 6-12 month Certificate of Deposit rates without imposing restrictions or fees.

INCOME fund

A largely diversified portfolio of domestic and international, U.S. government and corporate fixed income instruments to realize current income. Investments participate in recognized stock markets. Rates of return are affected by dividends and interest received, fees charged, and market value fluctuations.

Balanced fund

A broad mix of current income and domestic and international capital appreciation instruments to maximize long-term returns. Investments participate in recognized stock markets. Rates of return are affected by dividends and interest received, fees charged, and market value fluctuations.

EQUITY FUND

An expansive blend of U.S. and foreign stocks and REITs, as well as domestic limited partnership interests, equity index futures, and other private investments. Rates of return are affected by dividends and interest received, fees charged, and market value fluctuations.

“$1 = $23 Billion”

ONE DOLLAR invested in the Balanced, Income, or Equity Funds is treated like it is $23 BILLION DOLLARS.

The North Alabama Methodist Foundation is an institutional investor with Wespath Investment Management. As a fiduciary, Wespath is uniquely and well positioned to help Methodists achieve their investment objectives through products and services that are in alignment with the principles of Methodist churches.

As the largest faith-based pension fund in the world, Wespath is also among the top 100 pension funds in the United States. As such, Wespath is able to participate, promote, advocate, and influence on behalf of its investors.

  • Wespath partnered with 13 global investors, representing $2.4 trillion, to create and launch the Transition Pathway Initiative, a public, online tool for assessing companies that are transitioning to a low-carbon economy.

  • Wespath votes for adoption of internationally recognized best practices in corporate governance such as Board diversity, robust audit and control practices, transparent reporting, and strategies for managing excessive sustainability risk.

  • Wespath develops world markets by investing millions of dollars to bring renewable energy to countries that are not connected to national power grids, leading to energy access that is vital to moving out of poverty.

  • Wespath Identifies and influences change to improve the lives of those affected by human rights abuses.

Investment Foundation’s Balanced, Income, or Equity Funds also supports these ideologies. Your church or agency becomes a part of ranking among the top 3% of asset owners in the world, placing 7th globally, for believing that an economically efficient, sustainable global financial system is a necessity for long-term value creation, benefiting the environments and society as a whole. This is the mission of Principles for Responsible Investment.