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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.

Investment Philosophy

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.

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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.

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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.

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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.

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Investment Expertise

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.

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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.

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Wespath Benefits and Investments implements the sustainable investment strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments.