Our History

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). Wespath maintains the largest reporting faith-based pension fund in the world—together with WII it manages over $21 billion in assets under management as of December 31, 2018. In operation since 1908, this financial services institution has served individuals and UMC-affiliated organizations with the administration of pension plans and the management of pension plan assets.
 
WII provides not-for-profit United Methodist-related institutions access to well-managed investment programs that have historically delivered competitive performance while honoring United Methodist Social Principles. The name Wespath was chosen to honor John Wesley, the founder of Methodism, and a leader in establishing social principles which outline the tenets of sustainable investing. Our name reflects this Wesleyan heritage, and the idea of putting clients on the right path to financial growth with a commitment to values-driven investing. 
 
In 2006, the United Nations invited Wespath to co-author its Principles for Responsible Investment. Upon completion, we were the only faith-based institution to be invited as a founding signatory in recognition of our global leadership in sustainable investment practices focused on environmental, social and governance (ESG) factors.
johnWesley
John Wesley
Leader in establishing social principles which outline the tenets of sustainable investing
 

Visit our website for Participants, Conferences and Other Plan Sponsors: wespath.org

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