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Stock Market Declines: A Video with Wespath’s CIO

Chief Investment Officer Dave Zellner discusses the recent U.S. stock market declines. Watch Wespath’s take on bear markets, including why and how often bear markets occur, how markets have been affected by recent Fed action, the impact on equities and bonds, and what comes next.

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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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2019-2020 Sustainable Investment Report

This biennial report features sustainable investment highlights including our latest climate action work, COVID-19 response, and engagements on human rights and opioid accountability.

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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 2021 Annual Report

    In a year of global pauses, changes, challenges and progress, Wespath moved forward, rooted in our commitment to shape a more sustainable future; inspired through connection across the Methodist faith; and driven by our mission of caring for those who serve.

    View Wespath's 2021 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].