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:
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.
Explore the performance metrics of WII's institutional product offering.
Market Performance Summary
Q4 Market Takeaways and 2022 Review
Managing Director of Investment Management Frank Holsteen recaps the major investment news from Q4, reviews key themes from 2022, and shares the important factors investors will be watching in 2023.
Updates and news on Wespath company news, funds, shareholder engagement and advocacy.
White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.
This report details our latest work on climate action, our COVID-19 response, and engagements on human rights and opioid accountability.
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.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.