The WII Advantage

Institutional investors face the challenge of balancing a need to meet their investment objectives while honoring their organization’s values. Wespath Institutional Investments (WII) is uniquely positioned to help them meet this challenge. WII is a not-for-profit subsidiary of Wespath Benefits and Investments (Wespath), a general agency of The United Methodist Church (UMC)—a century-old institution with a well-regarded reputation for providing investment and benefit services that honor the mission and principles of the UMC.
 
Wespath is an established investment management organization. Together, Wespath and WII manage over $21 billion in assets under management as of December 31, 2018. Our mission is to help our clients meet their investment objectives while honoring the Social Principles of the UMC.
 

Investment Management Services

WII serves the needs of UMC-related institutional investors through a multi-manager platform of broadly diversified funds, positive social purpose lending, and the integration of environmental, social and governance (ESG) considerations into our investment strategy. Our approach includes:
 
  • Investment portfolios providing exposure to a broad range of investment strategies
  • Timely, transparent reporting
  • An efficient operational cost structure
  • Full range of bundled services: including custody services, ESG and advocacy services

Responsible Investing

Wespath is recognized internationally as a leader in responsible investing practices. As an original signatory to the United Nations Principles for Responsible Investment, we are active owners that act to promote long-term sustainable practices by:
 
  • Engaging companies to examine, report, and address the impact of ESG factors on the long-term sustainability of company operations,
  • Participating in the development of policy, regulation, and standard setting,
  • Identifying and financing viable projects that support affordable housing, community facilities for low-income families and microfinance-loans to entrepreneurs in developing countries through our Positive Social Purpose lending program.

UMC Relationship

WII provides institutions with an investment management path to competitive financial returns that also honors the Social Principles of The UMC. Our services are tailored to meet the investment needs of:
 
  • Foundations
  • Educational institutions (colleges and universities) 
  • Hospitals and healthcare organizations
  • Endowments
  • Children's homes
  • Older adult facilities
Trustees and officers of non-profit institutions can be confident that we understand and execute to our shared values. In choosing WII, organizations can devote less time and fewer resources to managing an investment program, and have more time to fulfill other mission-related activities. Our clients benefit when working with WII through lower costs, greater transparency and a concentrated, coordinated focus on investment management. Investors can be confident that, with WII as their investment manager, the basic tenets of the Social Principles will be honored. This was the vision of John Wesley who held, in the 1700s, that business practices should not cause harm to one’s neighbor.
 
Corporate Office
The WII Difference
We provide competitive values-based investment products that promote the efficient management of expenses and governance, resulting in greater fulfillment of mission.

More About Wespath Institutional Investments
 

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

©2019 Wespath Institutional Investments LLC, affilliated with The United Methodist Church. All Right Reserved.