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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

Jake Barnett portrait photo

Investment Insights Blog—Intentions and Reflections from a United Methodist Trip to COP27

Jake Barnett reflects on how his experience at November’s COP27 conference enriched his perspective and will contribute to his sustainable investment work.

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

CIO of Small Cap Equities and Managing Partner Ormala Krishnan of Mondrian Investment Partners sits down with Mark Warren to discuss this asset manager’s value-centric investing, misconceptions of small-cap equities, and what makes international small-cap investments so compelling.  

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

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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

This report details our latest work on climate action, our COVID-19 response, and engagements on human rights and opioid accountability.

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.

Contact Us