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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.

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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
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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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Press Release: Wespath Benefits and Investments Joins Joint United Methodist Church Commitment to Net-Zero Emissions by 2050

In the first net-zero commitment of its kind, Wespath, along with other agencies of The United Methodist Church, released a joint statement, “Our Climate Commitment to Net-Zero Emissions.”

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Wespath Joins with Stellar to Offer Subaccounting to Institutional Investors

Wespath Benefits and Investments (Wespath), together with its subsidiaries, including Wespath Institutional Investments (WII), has announced that it has joined with Stellar Technology Solutions, LLC (Stellar) to offer its institutional investors a subaccounting solution that delivers a more efficient and personalized investment accounting and record-keeping experience.

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May 2021 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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