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The WII Advantage

Wespath Institutional Investments (WII) offers a balance of investment expertise, a commitment to seeking competitive returns and an investment program recognized for its global leadership in sustainable investment.

Financial Strength

WII is a not-for-profit subsidiary of Wespath Benefits and Investments (Wespath), a general agency of The United Methodist Church (UMC)—a century-old institution with a well-regarded reputation for providing investment services that honor the mission of the UMC. With nearly $25 billion in assets under management as of December 31, 2019. 

Investment Expertise

WII helps not-for-profit organizations meet their investment objectives. Our team of investment industry veterans brings strength of experience and service to our clients, including:

  • Investment manager selection within our multi-manager funds
  • Investment Policy Statement development and review
  • Asset allocation modeling
  • Timely, transparent reporting

Diversified Funds Provide Access to Highly Respected Investment Managers

WII’s multi-manager investment approach provides diversified global exposure to world-class investment managers, specialized asset classes and investment management styles. A rigorous due diligence process ensures that we select external asset managers that align with the interests of our investors. 

Sustainable Investment Leader

Wespath is recognized internationally as a leader in sustainable investment. We are in a privileged position to use our voice to influence changes that we believe will enhance long-term corporate performance and create positive impacts on society and the environment. As a co-author and founding signatory to the United Nations Principles for Responsible Investment (UNPRI), Wespath takes an active role in promoting long-term sustainable practices and will share our success stories with your organization.

Our sustainable investment approach includes:

  • Engaging companies to address the impact of ESG factors on their long-term sustainability,
  • Partnering with likeminded investor networks to pool our resources for greater impact,
  • Incorporating the consideration of ESG factors into the selection of asset managers,
  • Investing in companies that demonstrate positive social and environmental impacts, leading to better financial returns. For example, investments in low-carbon solutions and those that support affordable housing through our Positive Social Purpose Lending program.

Administrative Ease

Our institutional services are built for economies of scale, systems and processes that help our clients reach their financial objectives. WII clients have online account access for streamlined account administration and daily liquidity.

Connect with Us

Learn more about how we can partner with you and your organization. Contact Us.


Wespath Benefits and Investments (Wespath) implements the sustainable investment strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments (WII).