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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: Q1 2025

Wespath’s quarterly letter for institutional investors provides pertinent market and fund information, plus insights from members of our investment team. For the first quarter of 2025, we explore the pullback in U.S. stocks and the market’s reaction to tariff announcements. We also highlight how Wespath develops custom client portfolios based on the unique needs and objectives of the organizations we serve!

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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.

Johara Farhadieh

A Message from the CIO on Recent Stock Market Volatility

Wespath CIO Johara Farhadieh reflects on the market volatility brought on by recent tariff announcements and shares a reminder on the enduring principles of long-term investing.

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Markets at a glance

Markets at a Glance Video: Q1 2025​

Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the first quarter of 2025, including how many of the trends in recent quarters came to a halt and how tariffs created uncertainty.​

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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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