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.
Explore the performance metrics of WII's institutional product offering.
Market Performance Summary
To receive this weekly chart, please contact our team at [email protected].
Stock Market Declines: A Video with Wespath’s CIO
Chief Investment Officer Dave Zellner discusses the recent U.S. stock market declines. Watch Wespath’s take on bear markets, including why and how often bear markets occur, how markets have been affected by recent Fed action, the impact on equities and bonds, and what comes next.
Unscripted: A Conversation with Wespath’s Asset Managers
Meet Kempton Ingersol of Brown Capital Management, one of Wespath’s U.S. equities asset managers. In this video, Mark Warren sits down with Kempton to discuss the companies and themes that Kempton is excited about.
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 climate action, our COVID-19 response, and engagements on human rights and opioid accountability.
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.
