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:
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.
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.
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.
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.
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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.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.