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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.

Quarterly Investor Letter

Quarterly Investor Letter: Q2 2025

In a quarter marked by geopolitical shocks, tariff turmoil and fiscal uncertainty, markets defied expectations with resilient performance. In our latest Quarterly Investor Letter, CIO Johara Farhadieh and the investment team reflect on Q2’s paradox of headline-driven anxiety vs. strong portfolio outcomes. We also share details on an upcoming fund launch and preview the second half of 2025!

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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.

Connie Christian

Moody’s Downgraded the U.S. Credit Rating—Should We Be Worried?

From budget negotiations in D.C. to Moody’s downgrading the U.S.’ credit rating, federal government spending has dominated headlines recently. Wespath’s Connie Christian (Manager, Fixed Income) examines the news.

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Markets at a glance

Markets at a Glance Video: Q2 2025

Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 2025 market performance, highlighting how the S&P 500 and the Nasdaq Composite indexes both reached new all-time closing highs despite significant volatility.

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Graphic of Report

Quarterly Investment Performance Report

The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.

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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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Sustainable Investment Report

This report details our latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more!

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Investment Insights

White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.

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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