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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].
Q4 Market Takeaways and a Wespath 2022 Year-in-Review
Joe Halwax recaps market activity and economic updates from the fourth quarter and 2022 broadly. He also provides insight into what 2023 may hold.
Q4 Market Takeaways and 2022 Review
Managing Director of Investment Management Frank Holsteen recaps the major investment news from Q4, reviews key themes from 2022, and shares the important factors investors will be watching in 2023.
Watch as our investment team recaps the fourth quarter’s investment activity and economic trends.
The WII Monthly Investment Report details market news, performance highlights and detailed fund metrics.
View The ReportUpdates 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 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.