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As an Outsourced Chief Investment Officer (OCIO), WII serves as a fiduciary, meaning we are required to act in the best interests of our clients. We also make a conscious effort to manage our investment program in a manner consistent with the principles of The United Methodist Church. WII’s investment approach is grounded on a core set of ten Investment Beliefs which reflect our macroeconomic view and expectations regarding the long-term drivers of future economic growth. 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
  • Diversification
  • Active Management
  • Sustainability

Investment Beliefs document cover image WII Investment Beliefs

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Long-Term Perspective

We are committed to the success of our clients’ missions. This commitment 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. Our team frequently writes about our long-term vision.

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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 clients’ investment objectives and engage in ongoing dialogue to enable them to select the appropriate mix of funds.

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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.

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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.

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