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.Read the Report
Monthly Investment Report
WII’s Monthly Investment Report highlights recent events impacting the financial markets and provides a snapshot of monthly fund performance.View Report
Investment Insights Blog
Timely insights from WII leaders covering financial market news, trends in sustainable investing and more.Read More
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.Read More
Holiday Processing Schedule
Bank holidays, organizational holidays and financial market closures that may impact when processing will be delayed.View the Calendar
About Wespath Institutional Investments
This flyer provides a brief overview of Wespath Institutional Investments and the I Series of funds.
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.
This document provides comprehensive details of the policies that govern the administration and execution of Wespath Institutional Investments’ investment program.
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.
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.
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P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.