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.
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.
Watch the Videos
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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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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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 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.
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.
SOC-1 Report
Wespath has a Service Organization Control 1 (SOC-1) Report. This report is available upon request by sending an email to [email protected].
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.
Investing with a United Methodist Foundation
Wespath Institutional Investments is honored to partner with many United Methodist foundations throughout the U.S. Here is a look at the positive impact that these foundations have and how your organization can benefit from investing with them.
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.
