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Visit Wespath.org The WII Advantage Investment Philosophy and Beliefs Our Team Contact Us OCIO Services OCIO Services Subaccounting Our Funds Our Funds Fund Performance Select A Fund 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 Sustainable Investment Sustainable Investment Impact Investing Human Rights Climate Change Positive Social Purpose Lending Program Shareholder Engagement Shareholder Engagement Public Policy and Position Statements Proxy Voting Strategic Partners Insights & Resources Insights & Resources Investment Insights Blog Monthly Investment Report Videos & Podcasts Thought Leadership News & Announcements Forms, Disclosures & Reports Forms Contact Us Wespath Institutional Investments Investment Services Driven by Your Mission Learn more 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. Learn More 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 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: April 2024 Wespath’s Jon Strieter—Senior Analyst, Impact Investments—explores growing concerns about "stagflation" in response to the latest U.S. economic growth and inflation data. Jon also highlights the compounding factors behind housing affordability challenges in the U.S. Watch the Video April 2024 Investment Report The WII Monthly Investment Report details market news, performance highlights and detailed fund metrics. View The Report Investor Resources News and Announcements Updates and news on Wespath company news, funds, shareholder engagement and advocacy. Investment Insights White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more. Sustainable Investment Report This report details our latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more! 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. Contact Us Visit our website for Participants, Conferences and Other Plan Sponsors Wespath.org Address 1901 Chestnut Ave., Glenview, IL 60025 Contact Us Terms & Conditions Privacy Sitemap Careers FAQ © 2024 Wespath Institutional Investments LLC, affiliated with The United Methodist Church. All Rights Reserved. Wespath Institutional Investments LLC ("WII") provides investment services to companies organized and operated exclusively for religious, educational, benevolent, fraternal, charitable, or reformatory purposes, and to certain pooled investment vehicles maintained by such companies (collectively, "Charitable Organizations"). WII is not registered as an investment advisor under the Investment Advisers Act of 1940, as amended (the "Advisers Act"), or under any comparable local, state or federal law or statute, in reliance on exemptions from such registration available to investment advisers to such Charitable Organizations. Visit our website for: Participants, Conferences and Other Plan Sponsors Wespath.org Welcome! 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. Explore the new site P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website...