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Wespath Institutional Investments

Investment Services Driven by Your Mission

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Providing not-for-profit institutions access to globally diversified investment programs and Outsourced Chief Investment Officer (OCIO) services.

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:

  • Long-Term Perspective
  • Diversification
  • Active Management
  • Sustainability

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.

Our Funds

Explore the performance metrics of WII's institutional product offering.

  • Alternative Asset Fund-I Series
  • Fixed Income Fund-I Series
  • Inflation Protection Fund-I Series
  • International Equity Fund-I Series
  • Multiple Asset Fund-I Series
  • Short Term Investment Fund-I Series
  • U.S. Equity Fund-I Series
  • U.S. Equity Index Fund-I Series
  • U.S. Treasury Inflation Protection Fund-I Series
View Fund Performance

Market Performance Summary

To receive this weekly chart, please contact our team at [email protected].

View the Market Performance Summary

Joe Halwax portrait photo

Investment Insights Blog: Q1 Key Takeaways: The Top Market and Economic Storylines of 2024, So Far

Through the first quarter of 2024, U.S. economic data has remained somewhat strong. U.S. stocks have continued to climb higher, led by growth and technology names. The S&P 500 returned 10.6% in the first quarter, touching a new high of 5,245 at the end of March.

Read the Blog

Markets at a Glance: Q1 2024

Wespath Managing Director of Investment Management Frank Holsteen discusses the top stories from financial markets in Q1 2024 —including the performance of U.S. and international stocks, an update on the "Magnificent 7," and what investors might expect to see as the Federal Reserve nears the end of its rate-hiking cycle.

March 2024 Investment Report

The WII Monthly Investment Report details market news, performance highlights and detailed fund metrics.

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Investor Resources

Ready to Discuss Investment Opportunities for Your Institution?

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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