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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.

  • 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].

Weekly Market Update

View the Market Performance Summary

Trent Sparrow portrait photo

Putting Our Sustainable Economy Framework into Practice

Trent Sparrow shares some of the ways Wespath is working to make a sustainable global economy a reality by detailing the goals of our Sustainable Economy Framework and examples of its real-world impact.

Read the Blog

Third Quarter 2022 Market Performance Update

In the third quarter of 2022, investors continued to face financial markets challenged by generational-high inflation, hawkish U.S. Federal Reserve policy, an energy crisis in Europe, and a looming global recession. Frank Holsteen, Managing Director of Investment Management, discusses the factors causing such poor market performance, and what we continue to monitor as we look to the fourth quarter and beyond.

Unscripted video series logo

Unscripted: A Conversation with Wespath’s Asset Managers

Mark Warren sits down with Arindam Bhattacharjee, Managing Partner at Genesis Investment Management, a boutique manager specializing in emerging markets. Arindam shares how Genesis identifies opportunities, and why governance is a key element of success.

Watch the Video

October 2022 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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