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2021-2022 Sustainable Investment Report

Through sustainable investing, Wespath seeks strong financial returns while aligning with our shared values. This new report includes highlights from 2021 and 2022—such as Wespath’s latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more!

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Full Q2 Investment Insights Webinar

Watch as our investment team recaps the second quarter’s investment activity and economic trends.

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Unscripted: A Conversation with Wespath’s Asset Managers

Watch Mark Warren interview the asset managers Wespath works with to learn about their investment approach and unique perspectives.

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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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Investment Insights Blog

Timely insights from WII leaders covering financial market news, trends in sustainable investing and more.

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Investor Forms

Download forms for investors.


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News & Announcements

Stay current with the latest press releases and news updates from Wespath Institutional Investments.

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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.

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Additional Resources

  • Wespath's 2022 Annual Report

    2022 was shaped by ongoing transition and transformation—for both Wespath and The United Methodist Church. Through the year’s transitions, opportunities and turbulence, we stayed true to Wespath’s mission of caring for those who serve, while steering a course for the future that supports the long-term sustainability of benefit plans and investor assets.

    View Wespath's 2022 Annual Report

  • 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.

    View Investment Beliefs

  • SOC-1 Report

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    Wespath has a Service Organization Control 1 (SOC-1) Report. This report is available upon request by sending an email to [email protected].