Case Study: How a Disciplined Investment Process Helps Sustain Ministry

Recently Wespath partnered with the General Board of Global Ministries (GBGM) to review its investment policy, analyze spending patterns and design a tailored asset allocation strategy aligned with its mission.  In this piece, Wespath’s Chief Investment Officer, Johara Farhadieh, reflects on what she has been hearing from faith-based organizations navigating inflation and market uncertainty, then walks through how Wespath actually builds values-aligned portfolios with the ministries it serves, written in a plain-English way where even folks who have not dug into investment concepts much can follow along.

Learn how Wespath and GBGM focus on ministry by reading the case study.

Learn more about Wespath.

Learn more about GBGM.

This content was originally published by Wespath; republished with permission by ResourceUMC on July 7, 2026.

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