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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

 

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Update from the CIO: Coronavirus (COVID-19) and Stock Market Volatility

CIO Dave Zellner provides his perspectives following the markets’ sharp market decline, as fears continue to swirl around COVID-19.
— March 9, 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 >

February 2020 Investment Report

The WII Monthly 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

Read our landmark report "Creating a More Sustainable Global Economy" detailing our work in the past, and the future, toward a sustainable future.

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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