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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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 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.
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.
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.
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