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Our team takes on the rigors of investment management while always striving to maintain your core values and advance your financial goals.
Explore the performance metrics of WII's institutional product offering.
Market Performance Summary
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Investment Insights Blog: Q1 Key Takeaways: The Top Market and Economic Storylines of 2024, So Far
Through the first quarter of 2024, U.S. economic data has remained somewhat strong. U.S. stocks have continued to climb higher, led by growth and technology names. The S&P 500 returned 10.6% in the first quarter, touching a new high of 5,245 at the end of March.
Read the BlogMarkets at a Glance: Q1 2024
Wespath Managing Director of Investment Management Frank Holsteen discusses the top stories from financial markets in Q1 2024 —including the performance of U.S. and international stocks, an update on the "Magnificent 7," and what investors might expect to see as the Federal Reserve nears the end of its rate-hiking cycle.
The WII Monthly Investment Report details market news, performance highlights and detailed fund metrics.
View The Report
Updates and news on Wespath company news, funds, shareholder engagement and advocacy.
White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.
This report details our latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more!
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