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. We believe in doing well, together.
WII is a not-for-profit subsidiary of Wespath Benefits and Investments (Wespath), a general agency of The United Methodist Church (UMC). Wespath and its subsidiaries, including WII, manage over $28 billion in assets as of December 31, 2020.
Our investment philosophy is rooted in our Investment Beliefs, which include maintaining a long-term perspective, achieving global diversification, adding value with active management in less efficient markets and incorporating sustainable investment objectives across our investment activities.Learn More
Outsourced Chief Investment Officer (OCIO) Services
As an OCIO, WII provides a personalized solution to clients, offering a suite of institutional products and services that empower your organization to invest for the future. We partner with you to elevate your mission’s financial objectives and fulfill its fiduciary responsibilities.Learn More
Unique Product with World Class Investment Managers
WII’s multi-manager investment offering provides our clients with diversified global exposure to world-class investment managers, specialized asset classes and varied investment management styles. A rigorous due diligence process is used to select external asset managers that align with the interests of our clients.Learn More
Strength in Client Support
We are committed to the success of our clients’ missions and consider ourselves an extension of the organizations we serve. The WII team has knowledge of a wide range of faith-based investment topics and reporting needs. We believe our steady growth in assets under management and exceptional level of client retention demonstrates a high degree of satisfaction with our approach.Contact Us
WII exclusively serves the missions of not-for-profit, faith-based investors—we understand your organization’s unique investment objectives. Our team of investment industry veterans brings strength of experience and high-quality service to our clients.Learn More
Sustainable Investment Leader
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 long-term sustainable practices and will share our success stories with your organization.Learn More
Wespath Benefits and Investments implements the sustainable investment strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments.
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P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.