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Wespath Institutional Investments (WII) is a not-for-profit subsidiary of Wespath Benefits and Investments (Wespath), a general agency of The United Methodist Church (UMC). In operation since 1908, Wespath manages the largest reporting faith-based pension fund in the world. Wespath and its subsidiaries, including WII, manage nearly $24 billion in assets as of June 30, 2020.

WII provides investment solutions for United Methodist-related institutional investors including foundations, endowments, higher education institutions and healthcare organizations. We’re focused on guiding our clients on the path to financial growth through our commitment to sustainable investing.

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The WII Advantage

WII is positioned to help institutional investors achieve their investment objectives and we invest in a manner that honors their organization’s values.

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Services We Offer

Our comprehensive approach to institutional investing includes a range of services to meet our clients’ needs, from periodic investment performance reviews to in-person meetings with clients’ staff, committees and boards.

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Our Team

WII’s leadership team brings a dynamic combination of financial capability, investment expertise and service excellence to our institutional investors.

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Investment Philosophy

Our investment philosophy is rooted in maintaining a long-term perspective, achieving global diversification, adding value with active management in less efficient markets and investing with a focus on sustainability.

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