Investment Programs for Not-for-Profits | Wespath Institutional Investments

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].

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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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