Investments

As a global social enterprise, we seek to reimagine what stewardship and fiduciary duty mean for a mission-driven organization. WES engages a total enterprise approach to achieve our mission and effect broader systems change.

Stewardship of a social enterprise should reflect both financial and mission objectives. WES is committed to a 100 percent mission-aligned investment portfolio, leveraging our full asset base to ensure WES’ financial sustainability, organizational growth, and achievement of impact goals. WES’ rotation of its portfolio for impact includes activating the full spectrum of capital, across six investing approaches.

Mission-Aligned Investing Approaches

Increasing Impact Intentionally

  1. Responsible Investing

    Investments are screened out based on values

  2. Sustainable Investing

    Environmental, social and governance (ESG) factors integrated into investment selection

  3. Active Ownership

    Shareholder engagement and advocacy to influence corporate policies and practices

  4. Thematic Investing

    Targeted impact themes drive investment selection

  5. Strategic Investing

    Opportunities which support and advance WES’ strategic growth goals

  6. Catalytic Investing

    Patient, flexible, and risk-tolerant capital, which maximizes impact

At WES, we define our impact as threefold:

WES strives for transparency in our policies and portfolio, both for accountability and to demonstrate our mission-aligned approach. Our Investment Policy Statement describes our mission-aligned investment commitment.

WES Investments Team

Senior Director, Investments

Senior Manager, Investments

Senior Manager, Investments

Investments Platform Manager

Connect with Us:

We are excited to meet innovators, organizations, and fellow travelers who are committed to advancing shared priorities and collective impact. If you’d like to learn more or explore partnership opportunities with us, please contact the Investments team.