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:
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.
Explore the performance metrics of WII's institutional product offering.
Market Performance Summary
Markets at a Glance: January 2024
Wespath's Connie Christian, Manager of Fixed Income, explains how inflation and interest rates once again impacted returns in both the stock and bond markets in January. Market participants have increasingly come to believe the U.S. Federal Reserve increased rates enough to slow economic growth and lower inflation, but not enough to cause a recession.
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!
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.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.