Contact: Lisa L. Drew
Managing Director, Communications, Wespath
(847) 866-4111
[email protected]
Glenview, IL—Wespath Benefits and Investments (Wespath) has launched Wespath Institutional Investments (WII), a not-for-profit investment management organization dedicated to serving a broader range of institutional investors related to The United Methodist Church (UMC) including foundations, children’s homes, older adult facilities, higher education institutions and healthcare organizations.
WII launched on January 2, 2019, as did the I Series line of globally diversified multi-manager funds. The funds offered are:
WII’s endowment and foundation clients will invest in the I Series of funds. Benefit plan related assets, such as those managed on behalf of participants, annual conference assets commonly used to fund benefit plans, and certain UMC General Agency assets will invest in Wespath’s existing funds.
Managing endowment and foundation assets separately from the assets managed on behalf of participants and plan sponsors will benefit all investors. Separately servicing these investors provides Wespath the flexibility to customize investment solutions to meet the unique needs of participants and institutional clients over the long-term. Participants and institutions will also benefit from the improved economies of scale associated with asset growth across the overall Wespath organization.
Learn More
To learn more about Wespath Institutional Investments, visit Wespath.org.
To keep up to date on the latest news and insights about Wespath Institutional Investments and the I Series of funds, follow WII on social media.
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About Wespath Benefits and Investments
Wespath Benefits and Investments (WBI) is a not-for-profit agency that has been serving The United Methodist Church (UMC) for over a century. In accordance with its fiduciary duties, WBI administers benefit plans and, together with its subsidiaries, including Wespath Institutional Investments, invests over $21 billion in assets on behalf of over 100,000 participants and over 130 United Methodist-affiliated institutions (as of December 31, 2018). WBI invests in a sustainable manner that seeks to achieve positive financial, social and environmental impact while upholding the values of the UMC. WBI maintains the largest reporting faith-based pension fund in the world, which is among the top 100 pension funds in the United States. For additional information about Wespath Benefits and Investments, please follow us on Twitter, Facebook and LinkedIn.
About Wespath Institutional Investments
Wespath Institutional Investments (WII) is a not-for-profit subsidiary of Wespath Benefits and Investments (WBI), a general agency of The United Methodist Church (UMC). WII provides investment solutions for institutional investors related to the UMC, including foundations, children’s homes, older adult facilities, higher education institutions and healthcare organizations. WII offers diversified global exposure to its world-class investment managers through a family of daily priced funds. WII’s investment process proactively incorporates the consideration of environmental, social and governance (ESG) factors into investments across asset classes and in the selection of external asset managers. For additional information about Wespath Institutional Investments, please follow us on Twitter, Facebook and LinkedIn.
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.
