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Wespath Institutional Investments

Providing not-for-profit institutions access to well-managed investment programs. Our uncompromising approach delivers both competitive performance and alignment with the Social Principles of The United Methodist Church.

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Comment from the CIO: Coronavirus and Stock Market Volatility

Amid rising concerns over Coronavirus Disease 2019 (COVID-19) and the associated market downturn, CIO Dave Zellner wants investors to remember that market corrections are normal and Wespath will continue to adhere to our disciplined long-term investment strategy.

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Wespath Institutional Investments (WII) balances fiduciary responsibility to our investors with an investment philosophy informed by the values of The United Methodist Church. The framework that guides our investment strategy is designed for positive, long-term financial results:

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

The health of your organization as it relates to investment is our utmost concern. Guided by principles - ethical and fiscal - we are committed to helping our investor's organizations attain prosperous, sustainable futures.

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
Learn about our investment philosophy > Meet the team >

January 2020 Investment Report

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

View The Report

Investor Resources

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News and Announcements

Updates and news on Wespath company news, funds, shareholder engagement and advocacy.

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Investment Insights

White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.

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Sustainable Investment Report

Read our landmark report "Creating a More Sustainable Global Economy" detailing our work in the past, and the future, toward a sustainable future.

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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