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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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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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Investor Forms

Download forms for investors.

 

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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.

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Additional Resources

  • Wespath's 2020 Annual Report

    2020 was a year unlike any we have ever experienced—the COVID-19 pandemic swept across the globe; unrest transpired as movements for social and racial justice reached the world stage; political dissonance reached new heights; and the impacts of climate change accelerated, while the disparity of those adversely affected intensified. Learn more about how these events impacted markets, economies and our investment funds.

    View Wespath's 2020 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