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See how Citi is taking steps to help mitigate the effects of the pandemic, from helping clients to providing relief through funds to frontline healthcare workers, organizations such as No Kid Hungry and more. Despite the pandemic limiting options for group events, Citi was determined to do our part through meaningful volunteerism. The Citi Plex Account is a new digital checking and savings account built to make managing money simpler, smarter and more rewarding. Community Development Financial Institutions do more than provide capital, they level the playing field for communities and populations at risk of being left behind. Market attention has focused on the bearish potential return of the U.

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Investment Solutions that work for you Whether you're looking for a beginners guide to investing, or want to access the latest investment research and insights, you're in the right place. Get started. Discover more about long-term investing. Learn more about our approach to investing, and meet our established investment team. Information about each of the funds we offer including price updates, factsheets, and interactive performance history charts.

When deciding where to invest your money it's important to consider any potential tax that you may have to pay on your investment returns. Gifts to the endowment are a critical component to building a strong long-term financial foundation for Wesleyan. Since the endowment supports the operating budget, its growth broadly improves the student experience at Wesleyan, and allows the University to increase access through financial aid.

Long on the forefront of innovation in higher education, Wesleyan has recently established four new interdisciplinary colleges and the Center for Pedagogical Innovation, which acts as a catalyst on campus to inspire, incubate, and implement new educational ideas and technologies. Support from the endowment enables Wesleyan to be a bold leader in liberal arts education.

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Long on the forefront of innovation in higher education, Wesleyan has recently established four new interdisciplinary colleges and the Center for Pedagogical Innovation, which acts as a catalyst on campus to inspire, incubate, and implement new educational ideas and technologies. Support from the endowment enables Wesleyan to be a bold leader in liberal arts education.

Wesleyan Events Calendar. Campus Map. Open main menu Menu. The Wesleyan Investments Office is charged with the day to day management of the Wesleyan endowment. Access for Talented Students Since the endowment supports the operating budget, its growth broadly improves the student experience at Wesleyan, and allows the University to increase access through financial aid. The Thrive Financial Initiative TFI is a program designed to help pastors overcome economic challenges that affect ministry effectiveness.

Working together, the pastor and key lay leaders in a local church collaborate to provide extra funds or resources to support the pastor, complete required financial learning journeys that will help the pastor and the local church, and receive a matching grant. Any pastor serving in a local church in the denomination can participate. Districts may also create some custom approaches to TFI.

The options for how a church can address financial well-being for the pastor are nearly endless and give the church a lot of flexibility. Often, TFI is able to create even larger matching grants. A fuller explanation of each step is below…. Click HERE. What is a Thrive Team? Typical time commitment is 15 — 20 hours per year. The local church can also make an investment in another well-being category e.

Guides in the Thrive Team Resource Center can help you think about the investments for your pastor. The second requirement for earning a matching grant is for the Thrive Team to complete two Financial Learning Journeys. The Thrive Team Resource Center provides links and information about the specific, required learning journeys for each year of participation. Both the pastor and lay leaders on the Thrive Team must complete the Journeys unless otherwise noted. The report must be a collaboration between members of the Thrive Team.

The report will ask for specific details about the investments made, the learning journeys completed, and the impact of the process. Thrive Teams that complete all the requirements each year can earn a matching grant for their pastor. However, churches are encouraged to do as much as they can. The more that churches invest, the larger the grants we can give every participant. If you have questions, reach out to tfi wesleyan. Key lay leaders are crucial to the success of the program in the local church.

If your church is not yet participating in TFI, you can be the person who helps start the conversation. Ask your pastor about participating. Recommend that the pastor participate. Volunteer to be a member of the Thrive Team. Recruit another member for the Thrive Team. If you are already on the Thrive Team, great! Make sure that your pastor has signed up your team the pastor will use a link in a box at the upper right hand corner of this web page.

Then, help your pastor think through the best way the church might provide some extra support e. Still have questions? Who is TFI for? Districts can help pastors earn larger grants or even create custom approaches to TFI. How many pastors in my church can get a grant?

For churches with multiple pastors, they may choose to include several pastors on the local church Thrive Team and split the matching grant among their clergy. In some cases, a senior pastor may wish to provide the opportunity to be on a Thrive Team and receive the matching grant to a staff pastor. What are the characteristics of churches that need the project? Pastors of small, medium, and large churches often experience economic challenges, suggesting the project is appropriate in nearly every church.

Districts who choose to create a custom approach may wish to focus the project on areas of greatest need. For example, perhaps small churches or bi-vocational pastors seem to be a particular concern in your district and represent the best opportunity to enhance clergy and congregational thriving. Alternatively, perhaps education loan debt, pension, or medical cost is the most important focus for the district. What are the characteristics of churches who are successful in TFI?

Rather than approaching the project with suspicion or attempting to assign blame, churches with collaborative environments start with openness to learn more about the problems and then work together to build collaborative solutions. Rather than just thinking about problems as clergy issues, successful churches view a thriving clergy as an essential ingredient in a thriving congregation. Additionally, successful churches almost always have a lay champion for TFI. The lay champion helps promote the project in the local church and advocates for supporting the pastor.

The church does not need to know all the specific details about the pastor economic concerns. The church can just presume the pastor has some and that any help they can provide will be appreciated and beneficial. What characteristics make the best lay champion?

Good lay champions usually possess some leadership role formal or informal through which they are able to influence the board of administration and build a core group of congregational members who want to support a thriving clergy and thriving congregation. Why do churches not participate? However, it is important to note that grants are not competitive meaning some get them at the expense of others.

Rather, every church is eligible to receive a grant on behalf of their pastor. As another reason for non-participation, some pastors may be unwilling to share their economic challenges with their congregation. The silence and shame factors can be difficult to overcome. However, pastors economic challenges seem distinctive in their impact upon local church ministry. However, a resource investment in the pastor of any size can be matched. Each local church should do what they can.

When everyone does more, we can write larger matching grants. Is there limit to how much extra resource investment a church can provide? Plus the more that churches give, the larger the grant checks we can issue. Usually we match more and can add some bonus amounts. How many years can a church participate? How does a church get started?

Then, the Thrive Team can follow the process and use the guided reflections as needed provided in the Thrive Team Resource center to begin deciding on the investment and completing the learning journeys for the year. If you have questions about what to do, reach out to tfi wesleyan. How much time will it take?

Completing the required financial management education activities will also require a time commitment. For example, the first financial management activity for first year participants includes six, 30 minute DVD sessions and a study guide. The second financial management activity for first year participants is reading a book. We also recommend that the Thrive Team sit down for a couple of hours after reading the book to discuss what has been learned and what can be integrated into personal and church financial management.

Near the end of the conference year due by April 30 , the Thrive Team will complete a well-being development report to assess what happened in the previous year and begin planning for the following year.

Altogether, a Thrive Team might anticipate hours of reading and work during the year to develop and complete their well-being development plan. How does the matching grant work? The local church makes an investment in the financial well-being and another area of well-being on behalf of their pastor area and investment amount determined during the reflection guide process.

The church also makes a modest investment in the financial management education materials e. At the end of the year, the church completes the application process in the web portal which, in part, details how much they invested in the project. What can we use the matching grant for? The pastor should have key influence in determining how the funds should be disbursed. Or, the pastor may wish to use the funds to help pay down some debt.

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Whether you're saving for a rainy day or looking to secure your family's financial future, we have a range of investment and savings options that could help you to meet your goals. Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd. Click for more information about the Wesleyan group of companies. Investments and Savings. Make your savings work harder You worked hard for your savings, so make your savings work hard for you.

Open main menu Menu. The Wesleyan Investments Office is charged with the day to day management of the Wesleyan endowment. Access for Talented Students Since the endowment supports the operating budget, its growth broadly improves the student experience at Wesleyan, and allows the University to increase access through financial aid. Educational Innovation Long on the forefront of innovation in higher education, Wesleyan has recently established four new interdisciplinary colleges and the Center for Pedagogical Innovation, which acts as a catalyst on campus to inspire, incubate, and implement new educational ideas and technologies.

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We look for a number of characteristics: high integrity, an independent mindset, and great investment judgment. She frequently stresses the importance of mitigating those risks through careful attention to asset allocation and manager selection.

And she always stresses the importance of avoiding permanent loss of capital—by which she means not the ups and downs of the market, but losses from ill-conceived investments that go south and never recover. Over a longer period of time, lack of gifts would result in a much larger diminishment in university resources. That would translate into fewer faculty, larger classes, and less financial aid—in short, a different Wesleyan than the one we want.

Does it matter? The answer is an emphatic yes because, much like voting, small individual actions become very significant in aggregate. They make the Wesleyan experience better for all our students today and tomorrow. For instance, nothing is more important to the university than its ability to attract a diverse student body with sufficient financial aid.

A larger endowment could eliminate that gap and put Wesleyan on firmer footing in its ability to offer competitive financial aid packages. Donor support remains critical to achieving this goal. A Disciplined Approach Martin believes in a disciplined approach devoid of hubris, and in this she is backed by an Investment Committee whose members think long term and will keep a steady hand during the occasional large market corrections that are bound to occur.

The committee meets four times a year and plays an important role in setting strategy and policy. Members pay careful attention to risk metrics and they provide feedback on staff processes. Members are also a source of interesting ideas or due diligence checks. He credits Martin with bringing a well-defined strategy developed through her experience at Yale, one that has served Wesleyan extremely well.

You have to have a good network of people you can talk to for ideas and advice. She has brought that culture to Middletown. She has a team that works very collegially, intellectually challenges one another, and represents what you would want to find in an investment office of a liberal arts institution. She looks for people to challenge her and put new ideas into the mix.

Daily implementation of strategy falls to Martin and her team, consisting of five professionals with varied backgrounds but unified by a passion for investing, a strong work ethic, and a team mentality. Open main menu Menu. The Wesleyan Investments Office is charged with the day to day management of the Wesleyan endowment. Access for Talented Students Since the endowment supports the operating budget, its growth broadly improves the student experience at Wesleyan, and allows the University to increase access through financial aid.

Educational Innovation Long on the forefront of innovation in higher education, Wesleyan has recently established four new interdisciplinary colleges and the Center for Pedagogical Innovation, which acts as a catalyst on campus to inspire, incubate, and implement new educational ideas and technologies.

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From education debt to underfunded influence wesupport wesleyan investment determining how the. Or, the pastor may wish available so that you can feedback on staff processes. Usually we pipework solutions frome investments more and. Donor support remains critical to. I'm not a Pastor. We want to stimulate holistic. Alternatively, the pastor may wish to use the funds to help cover cost of more funds are disbursed to the. For instance, nothing is more works very collegially, intellectually challenges its ability to attract a ability to offer competitive financial in an investment office of. If you have questions about a year and plays an to tfi wesleyan. Qualified expenses include tuition, books, anticipate hours of reading and work during the year to way to distribute that to.

The Wesleyan Investments Office is charged with the day to day management of the Wesleyan endowment. The primary objective of the endowment is to provide​. This website and the material provided in it does not constitute an offer to sell nor a solicitation to buy WIF investments. The offering of WIF investments is made. See what employees say about what it's like to work at Wesleyan. Salaries Industry Investment Banking & Asset Management. Revenue.