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.
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].
April 2023 Markets at a Glance Video
Amy Bulger, Director of Private Markets, explains how the U.S. debt ceiling debate is creating unprecedented volatility in the U.S. Treasury market. She also discusses the U.S. economy slowing in the first quarter of 2023, inflation cooling a bit and a positive month for markets in April 2023.
Investment Insights Q1 2023 Webinar
In this quarter’s Investment Insights webinar, Joe Halwax and Dave Zellner discuss recession predictions and inflation expectations, Trent Sparrow gives an update on Wespath’s impact investments, and Karen Manczko details the drivers of fund performance.
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'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.