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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].

Weekly Market Update

View the Market Performance Summary

Dave Zellner portrait photo

Why Does Wespath Invest in International Companies?

Wespath holds meaningful allocations to international securities—stocks and bonds from companies based outside the U.S.—across our investment platform. Despite the recent underperformance of these assets, we find several reasons to maintain our conviction in the value of global diversification.

Read the Blog

Bank Industry Volatility: Video Update from Wespath

Wespath’s Joe Halwax, Managing Director of Institutional Investment Services, and Dave Zellner, Chief Investment Officer, discuss how recent developments at Silicon Valley Bank (SVB), Signature Bank and Credit Suisse are affecting the markets and economy.

Markets at a Glance: February 2023

Wespath’s Fred Huang, Senior Investment Analyst, discusses Core PCE, the U.S. Federal Reserve’s preferred gauge of inflation, as well as recent jobs data, equity and bond market performance, and U.S. household debt reaching a record level in the fourth quarter of 2022.

February 2023 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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