Investment Programs for Not-for-Profits

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

View Fund Performance

Market Performance Summary

To receive this weekly chart, please contact our team at [email protected].

View the Market Performance Summary

Q1 2022 Investment Insights Quarterly Webinar

The first quarter webinar includes presentations from the investment team on the factors driving markets, fund performance, key economic indicators and our latest sustainable investing update.

Watch the Webinar Recording

Comment from the CIO: Russia's Invasion of Ukraine

Dave Zellner, CIO, comments on Russia's invasion of Ukraine and the resulting market volatility. He reminds investors that volatility is normal in times of uncertainty and Wespath will continue to adhere to its disciplined long-term investment strategy.

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