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As a fiduciary, WII acts in the best interests of our investors and makes a conscious effort to manage our investment program in a manner consistent with the principles of The United Methodist Church. We place a high priority on providing professional investment management and implementing best practices geared toward achieving positive financial results.

Our investment philosophy is reflected in several key areas:

Long-Term Perspective

Our commitment to the success of our clients’ missions extends decades into the future, and it is our fiduciary duty to have an investment philosophy that reflects this long-term view. We avoid shortsighted pursuits of quarterly results, looking instead for above-benchmark performance and low risk over extended time periods.

Diversification

WII’s investing approach provides global diversification through our multi-manager funds. Our selection of high-quality, well-managed funds allows institutional clients the ability to choose among broadly diversified portfolios across asset classes, styles and strategies. We review our client’s investment objectives and engage in ongoing dialogue to enable them to select the appropriate mix of funds.

Active Management

We believe carefully selected active managers add value in less efficient markets through long-term strategic asset allocation decisions and fund construction. Our process is designed to identify investment managers who have demonstrated the ability to consistently deliver competitive results.

Sustainability

Our investment process proactively incorporates the consideration of environmental, social and governance (ESG) factors into investment decisions across asset classes and in the selection of external asset managers. We understand the risks and opportunities facing investors in our changing world, and we seek to implement sustainable investment activities that will positively influence long-term performance.

Connect with Us

Call us at 1-847-866-4100 or

Email: [email protected]

Investment Beliefs

WII’s investment approach is grounded in a core set of 10 investment beliefs.

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Sustainable Investment

WII is focused on sustainable investment activities that strengthen our potential to consistently achieve strong, long-term financial returns.

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Investment Beliefs

Our investment approach is grounded on a core set of Investment Beliefs.

Investment Beliefs

Our investment approach is grounded on a core set of Investment Beliefs.

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Sustainable Investment

Wespath invests in a sustainable and responsible manner, creating long-term value for our investors while aspiring to uphold the values of the UMC.

Sustainable Investment

Wespath invests in a sustainable and responsible manner, creating long-term value for our investors while aspiring to uphold the values of the UMC.

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Shareholder Engagement

We urge policymakers and corporations to administer sustainable practices and policies.

Shareholder Engagement

We urge policymakers and corporations to administer sustainable practices and policies.

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Human Rights

We use our privileged position to bring the UMC voice to the table in support of human rights.

Human Rights

We use our privileged position to bring the UMC voice to the table in support of human rights.

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Climate Change

Wespath has established and implemented a Climate Action Plan to help identify, assess and systematically manage climate-related risks.

Climate Change

Wespath has established and implemented a Climate Action Plan to help identify, assess and systematically manage climate-related risks.

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Positive Social Purpose (PSP) Lending Program

Wesapth works to promote affordable housing and community development for disadvantaged areas in the U.S. and microfinance opportunities abroad, all while seeking market-rate, risk-adjusted returns.

Positive Social Purpose (PSP) Lending Program

Wesapth works to promote affordable housing and community development for disadvantaged areas in the U.S. and microfinance opportunities abroad, all while seeking market-rate, risk-adjusted returns.