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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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Find information on individual retirement plans, benefits and investments at Wespath.org.

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The Path is Clear When You Are Driven By a Mission

 

COVID-19 Investment Updates

The COVID-19 Coronavirus has impacted economies and communities across the globe. This page contains communications from our investment team addressing the financial market events surrounding COVID-19.

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Review of April Markets and Impact of COVID-19

CIO Dave Zellner provides a video update and the Monthly Investment Report covering the events of April 2020.
— May 12, 2020

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Wespath’s Private Equity Strategy: The Evolving Approach

Wespath funds have held private equity investments since 2003, but the landscape has evolved since then. This paper—authored by Brian Boyer, Director of Private Markets, who writes with over 30 years of experience in investment management—describes the various strategies Wespath has researched and implemented in its private equity program over the years. He also examines emerging industry trends and explains how Wespath’s private equity strategy continues to deliver value to pension participants and institutional investors.

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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 >

April 2020 Investment Report

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

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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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