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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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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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The Small and Mid-Cap Stock Advantage

Company size, measured by market value or market capitalization (market cap), is an important factor when analyzing and selecting stocks. But getting a handle on small-cap, mid-cap and large-cap strategies can be daunting for investors. In our latest paper, Mark Warren – Manager, Public Equities – breaks down these concepts and explains why the Wespath equity funds maintain a “bias” to small and mid-sized companies.

Read the white paper

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 >

July 2020 Investment Report

The WII Monthly 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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