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The Wespath Institutional Investments Monthly Investment Report highlights recent events that impacted the financial markets. Written by Chief Investment Officer Dave Zellner, the report also provides a snapshot of monthly investment performance. 

Read the latest report: March 2021

 

Markets at a Glance: March 2021

Piotr Chwala, Manager of Wespath's Positive Social Purpose Lending Program, discusses events that impacted the financial markets during March 2021.


Monthly Investment Report Archive

 

Monthly Investment Reports published prior to 2019 were created under the Wespath Investment Management brand name. Upon the January 2019 launch of Wespath Institutional Investments, the Wespath Investment Management brand name was discontinued.