Wespath recently completed an in-depth review of its international equity approach, seeking to create a more balanced portfolio with multiple complementary return drivers. In this discussion, Gabby Freeman (Senior Investment Analyst, Public Markets) and Hoa Quach (Director, Public Markets), join Ryan McQueeney (Manager, Institutional Marketing) to share the research, investment philosophy and portfolio construction decisions that shaped the enhanced International Equity Fund structure. Together, they explore how active, passive, and systematic investment approaches can work together within a diversified international equity portfolio and the role these enhancements may play in supporting institutional investment management objectives.
What You’ll Learn
- The research and investment philosophy behind Wespath’s enhanced International Equity Fund structure.
- Why Wespath believes active management can play an important role within international equities.
- How passive, systematic, developed-markets active, and emerging-markets active strategies complement one another.
- The portfolio-construction principles used to combine multiple return drivers and sources of active risk.
- How the building-block approach can support institutional asset allocation and investment management flexibility.
This content was originally published by Wespath republished with permission on ResourceUMC.org on October 16, 2026.