Monthly Investment Report
WII’s Monthly Investment Report highlights recent events impacting the financial markets and provides a snapshot of monthly fund performance.
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News & Announcements
Stay current with the latest press releases and news updates from Wespath Institutional Investments.
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Investment Insights Blog
Timely insights from WII leaders covering financial market news, trends in sustainable investing and more.
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White Papers
White papers and thought leadership articles written by WII’s team of investment professionals.
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Insights from WII Sub-Advisors and Industry Leaders
WII’s investment managers produce commentary on the state of the economy, markets and other topics of interest to institutional investors.
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Holiday Processing Schedule
Bank holidays, organizational holidays and financial market closures that may impact when processing will be delayed.
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Investment Funds Description – I Series (IFD-I Series)
The IFD-I Series contains detailed information about the Funds and their risks.
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Investment Funds Description I-Series Updates
A summary of important updates to the Investment Funds Description - I Series, subsequent to its current publication date.
Read MoreAbout Wespath Institutional Investments
This flyer provides a brief overview of Wespath Institutional Investments and the I Series of funds.
Wespath's 2019 Annual Report
Learn more about the solid footing in 2019 that helped Wespath weather the economic and health tsunami that hit globally in early 2020.
Investment Policy
This document provides comprehensive details of the policies that govern the administration and execution of Wespath Institutional Investments’ investment program.
Investment Beliefs
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.
Public Policy and Position Statements
Wespath Benefits and Investments, on behalf of itself and its subsidiaries, including Wespath Institutional Investments, periodically writes letters to U.S. regulatory agencies and co-signs letters and position statements with other investors seeking to influence global public policy leaders.
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.
