The Wespath Institutional Investments team publish thought leadership articles communicating their views on select asset classes, market trends and other timely investment topics. Read more
WII’s investment managers produce commentary on the state of the economy, markets and other topics of interest to institutional investors. Read more
Monthly Investment Report
WII’s Monthly Investment Report highlights recent events impacting the financial markets and provides a snapshot of monthly fund performance.View Report
News & Announcements
Stay current with the latest press releases and news updates from Wespath Institutional Investments.Read More
2017 - 2018 Sustainable Investment Report
This report—Creating a More Sustainable Global Economy—provides a comprehensive overview of Wespath Benefits and Investments’ sustainable investment activities for 2017-18, highlighting its work to deliver positive societal impact and promote a more sustainable economy.
Wespath Institutional Investments follows guidelines for excluding investments in companies that manufacture, distribute, or sell certain products or services that are inconsistent with the values of The United Methodist Church. This page also includes guidelines for excluding companies with unsustainable business practices that will adversely affect investment performance.
About Wespath Institutional Investments
This flyer provides a brief overview of Wespath Institutional Investments and the I Series of funds.
This document provides comprehensive details of the policies that govern the administration and execution of Wespath Institutional Investments’ investment program. It includes policies related to our sustainable investment program as well as policies for each of the I Series funds managed by Wespath Institutional Investments.
These beliefs state Wespath Institutional Investments’ fundamental investment philosophy and outline 10 guiding principles that help define its investment philosophy, and support its mission to provide investment services aligned with United Methodist values.
Public Policy and Position Statements
Wespath Benefits and Investments, on behalf of itself and its subsidiaries, including Wespath Institutional Investments, periodically writes letters to U.S. regulatory agencies and co-signs letters and position statements with other investors seeking to influence global public policy leaders.
Updates to Investment Fund and Investment Policy Information:
A summary of important updates to the Investment Funds Description – I Series, and its accompanying documents, as well as changes to the Investment Policy subsequent to their original publication dates.
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.