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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 and its subsidiaries maintain one of the largest faith-based pension funds in the world and manages nearly $26 billion in assets as of December 31, 2023.

WII provides comprehensive investment solutions for faith-based institutional investors including churches, foundations, endowments, higher education institutions and healthcare organizations. We’re focused on guiding our clients on the path to achieving their financial goals through our Outsourced Chief Investment Officer (OCIO) services and commitment to sustainable investing.

The WII Advantage

Our unique investment offering seeks to help faith-based institutional investors, like you, pursue their investment objectives in a way that honors your organizations’ values.

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OCIO Services

As your Outsourced Chief Investment Officer (OCIO), we have you covered—from investment manager selection and ESG integration, to custom investment performance reviews and more—we view ourselves as an extension of your business.

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Our Team

WII’s leadership team brings a dynamic combination of financial capability, credentialed professionals, investment expertise and service excellence to your organization.

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Our Funds

The I Series of funds provides diversified global exposure to carefully selected, highly respected and experienced investment managers. You may choose among broadly diversified portfolios across asset classes, styles and strategies.

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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 incorporating sustainable investment strategies across our all of our investment activities.

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Sustainable Investment

Wespath is internationally recognized as a leader in sustainable investment. As a co-author and founding signatory to the United Nations Principles for Responsible Investment (UNPRI), Wespath takes an active role in promoting value-adding long-term sustainable practices.

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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).