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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

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Markets In Review—What Happened in the First Half of 2022

Managing Director Joe Halwax provides perspective around the markets’ downturn, including an in-depth look at the highest inflation in 40 years, the probability of a recession, stocks in bear market territory, the U.S. Federal Reserve’s interest rate hike, double-digit bond losses, and how the Wespath balanced fund stacks up.

Read the Blog

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Stock Market Declines: A Video with Wespath’s CIO

Chief Investment Officer Dave Zellner discusses the recent U.S. stock market declines. Watch Wespath’s take on bear markets, including why and how often bear markets occur, how markets have been affected by recent Fed action, the impact on equities and bonds, and what comes next.

Watch the Video

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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.  

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August 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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