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skip to main content Log In Log In Forgot Password/User Name? Forms Contact Us Plan Sponsor or Plan Participant? Visit Wespath.org About Us About Us The WII Advantage Services We Offer Our Team News & Announcements Contact Us Our Funds Our Funds Fund Performance Monthly Investment Report Select A Fund 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 Investment Philosophy Investment Philosophy Investment Beliefs Sustainable Investment Shareholder Engagement Human Rights Climate Change Positive Social Purpose Lending Program Investor Resources Investor Resources Wespath Investing Insights & Commentary Sub-Advisors Investing Insights & Commentary Investment Funds Description — I Series Updates Holiday Processing Schedule Forms Forms Contact Us Wespath Institutional Investments Providing not-for-profit institutions access to well-managed investment programs. Our uncompromising approach delivers both competitive performance and alignment with the Social Principles of The United Methodist Church. Are You a Plan Sponsor or Participant? Find information on individual retirement plans, benefits and investments at Wespath.org. Visit Wespath.org Now The Path is Clear When You Are Driven By a Mission COVID-19 Investment Updates The COVID-19 Coronavirus has impacted economies and communities across the globe. This page contains communications from our investment team addressing the financial market events surrounding COVID-19. Learn more The Small and Mid-Cap Stock Advantage Company size, measured by market value or market capitalization (market cap), is an important factor when analyzing and selecting stocks. But getting a handle on small-cap, mid-cap and large-cap strategies can be daunting for investors. In our latest paper, Mark Warren – Manager, Public Equities – breaks down these concepts and explains why the Wespath equity funds maintain a “bias” to small and mid-sized companies. Read the white paper Wespath Institutional Investments (WII) balances fiduciary responsibility to our investors with an investment philosophy informed by the values of The United Methodist Church. The framework that guides our investment strategy is designed for positive, long-term financial results: Long-Term Perspective Diversification Active Management Sustainability The health of your organization as it relates to investment is our utmost concern. Guided by principles - ethical and fiscal - we are committed to helping our investor's organizations attain prosperous, sustainable futures. Our Funds Explore the performance metrics of WII's institutional product offering. 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 Learn about our investment philosophy > Meet the team > June 2020 Investment Report The WII Monthly 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 Read our landmark report "Creating a More Sustainable Global Economy" detailing our work in the past, and the future, toward a sustainable future. 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 © 2020 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...