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.

Cityscape of New York City

We believe that stewardship of a mission-driven organization must reflect both financial and mission objectives. We are 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. As WES rotates its full investment portfolio for impact, we will activate the full spectrum of capital, utilizing five investing approaches.

Graphic showing WES Mission-Aligned Investing approaches - Responsible Impact, Sustainable Investing, Active Ownership, Thematic Investing, and Catalytic Investing alongside their increasing impact.

At WES, we define our impact as threefold:

Stone arrangement into Zen style

To ensure greater accountability of our investments and demonstrate our mission-aligned approach to the field, we strive for transparency in our policies and portfolio. Our Investment Policy Statement describes our mission-aligned investment commitment.

We also integrate the principles of Diversity, Equity, Inclusion, Belonging, and Justice (DEIBJ) and trust-based investing practices across whom we invest in, what we invest in, and how we invest.

Insights

What’s New

WES Announces New Investment in 8B Education Investments

WES Advisor |

The Who, What, and Why of Investing in Newcomers
Funding and Financing for Impact

The Who, What, and Why of Investing in Newcomers

WES |

Funding and Financing for Impact

Deepening Community Across WES’ Mission Investing Partners to Advance Collective Impact and Action

WES |

Michael Jordan dunking the basketball
Financial Access and Inclusion

Building an Ownership Movement to Close Racial Wealth Gaps

Smitha Das & Santhosh Ramdoss |

Career Pathways

Meet Isempower, a Success Platform for International Students in Canada

WES |

Funding and Financing for Impact

A Playbook for Power-Shifting in Philanthropic Investment

WES |

Funding and Financing for Impact

Fund Announces Lead Investment in Mission Driven Finance Capital Partners

Katie Kohlbeck |

Financial Access and Inclusion

WES Mariam Assefa Fund Announces New Impact Investments to Unlock Homeownership for Underserved, Black Communities

WES |

A stone archway made by hand.
Funding and Financing for Impact

Six trust-based practices to help investors shift power to communities

Smitha Das |

Funding and Financing for Impact

Shifting Power in Impact Investments

WES |

Funding and Financing for Impact

Employee Ownership: Helping to Close the Racial Wealth Gap and Benefiting Immigrants and Communities of Color

WES |

Funding and Financing for Impact

Community Credit Lab Receives First Recoverable Grant from the Fund to Pilot New Financial Lending Programs

WES |

Funding and Financing for Impact

New Impact Investments to Build Wealth for Workers and Entrepreneurs from Immigrant and BIPOC Communities

WES |

Funding and Financing for Impact

Driving Capital into the Immigrant-Serving Sector: 8 Key Takeaways from our Twitter Chat

WES |

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.