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Wespath Institutional Investments

Investment Services Driven by Your Mission

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Providing not-for-profit institutions access to globally diversified investment programs and Outsourced Chief Investment Officer (OCIO) services.

Wespath Institutional Investments (WII) adheres to its fiduciary responsibility to our investors by implementing an investment philosophy and OCIO service offering informed by the values of The United Methodist Church. Our uncompromising approach seeks competitive performance, aligned with our sustainable investment vision. The framework that guides our investment strategy is designed to deliver positive, long-term financial results:

  • Long-Term Perspective
  • Diversification
  • Active Management
  • Sustainability

The financial health of your organization and long-term sustainability of your mission are our top priorities. We are guided by principles—ethical and fiscal— that strive to meet our investors’ investment objectives.

As Your OCIO Provider, We've Got You Covered

Our team takes on the rigors of investment management while always striving to maintain your core values and advance your financial goals.

Our Funds

Explore the performance metrics of WII's institutional product offering.

  • Alternative Asset Fund-I Series
  • Fixed Income Fund-I Series
  • Inflation Protection Fund-I Series
  • International Equity Fund-I Series
  • Multiple Asset Fund-I Series
  • Short Term Investment Fund-I Series
  • U.S. Equity Fund-I Series
  • U.S. Equity Index Fund-I Series
  • U.S. Treasury Inflation Protection Fund-I Series
View Fund Performance

Market Performance Summary

To receive this weekly chart, please contact our team at [email protected].

View the Market Performance Summary

Andy Hendren portrait photo

CEO Blog: Why Exxon’s Climate Change Strategy Is Running on Empty

Just a few short weeks after returning home from General Conference, the governing convention and legislative body of The United Methodist Church (UMC), I’m still filled with excitement about Wespath’s support of a renewed, aligned and inclusive Church.

Read the Blog

Markets at a Glance: April 2024

Wespath’s Jon Strieter—Senior Analyst, Impact Investments—explores growing concerns about "stagflation" in response to the latest U.S. economic growth and inflation data. Jon also highlights the compounding factors behind housing affordability challenges in the U.S.

April 2024 Investment Report

The WII Monthly Investment Report details market news, performance highlights and detailed fund metrics.

View The Report

Investor Resources

Ready to Discuss Investment Opportunities for Your Institution?

We'd love to start the conversation and provide you with the information and materials you need to make prudent financial choices for your organization.

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