Wespath Institutional Investments (WII) adheres to its fiduciary responsibility to our investors by implementing an investment philosophy and OCIO service offering informed by the values of The United Methodist Church. Our uncompromising approach seeks competitive performance, aligned with our sustainable investment vision. The framework that guides our investment strategy is designed to deliver positive, long-term financial results:
The financial health of your organization and long-term sustainability of your mission are our top priorities. We are guided by principles—ethical and fiscal— that strive to meet our investors’ investment objectives.
As Your OCIO Provider, We've Got You Covered
Our team takes on the rigors of investment management while always striving to maintain your core values and advance your financial goals.
Explore the performance metrics of WII's institutional product offering.
Market Performance Summary
To receive this weekly chart, please contact our team at [email protected].
Why Does Wespath Invest in International Companies?
Wespath holds meaningful allocations to international securities—stocks and bonds from companies based outside the U.S.—across our investment platform. Despite the recent underperformance of these assets, we find several reasons to maintain our conviction in the value of global diversification.
Bank Industry Volatility: Video Update from Wespath
Wespath’s Joe Halwax, Managing Director of Institutional Investment Services, and Dave Zellner, Chief Investment Officer, discuss how recent developments at Silicon Valley Bank (SVB), Signature Bank and Credit Suisse are affecting the markets and economy.
Markets at a Glance: February 2023
Wespath’s Fred Huang, Senior Investment Analyst, discusses Core PCE, the U.S. Federal Reserve’s preferred gauge of inflation, as well as recent jobs data, equity and bond market performance, and U.S. household debt reaching a record level in the fourth quarter of 2022.
The WII Monthly Investment Report details market news, performance highlights and detailed fund metrics.View The Report
Updates and news on Wespath company news, funds, shareholder engagement and advocacy.
White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.
This report details our latest work on climate action, our COVID-19 response, and engagements on human rights and opioid accountability.
We'd love to start the conversation and provide you with the information and materials you need to make prudent financial choices for your organization.
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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.