skip to main content
Plan Sponsor or Plan Participant? Visit Wespath.org

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.

Sustainable Investment Report 2025

New Report Highlights How Wespath Advances Values-Based Investing

Through sustainable investing, Wespath seeks strong financial returns while aligning with our shared values. This report includes recent highlights, including Wespath’s work on affordable housing, climate change, human rights and more!

Read Now

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.

Johara Farhadieh

Wespath CIO Johara Farhadieh Named a 2025 Influential Woman in Institutional Investing

Wespath’s Johara Farhadieh has been selected as one of Pensions & Investments’ 2025 Influential Women in Institutional Investing honorees. The list honors exceptional women investment professionals whose leadership and insight are shaping the future of the industry.

Read more
Quarterly Investor Letter: Q2 2025

Quarterly Investor Letter: Q2 2025

In a quarter marked by geopolitical shocks, tariff turmoil and fiscal uncertainty, markets defied expectations with resilient performance. In our latest Quarterly Investor Letter, CIO Johara Farhadieh and the investment team reflect on Q2’s paradox of headline-driven anxiety vs. strong portfolio outcomes. We also share details on an upcoming fund launch and preview the second half of 2025!

Read Now
Graphic of Report

Quarterly Investment Performance Report

The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.

View The Report

Investor Resources

THIS NEEDS TO BE ADDED

News and Announcements

Updates and news on Wespath company news, funds, shareholder engagement and advocacy.

 THIS NEEDS TO BE ADDED

Sustainable Investment Report

This report details our latest work on affordable housing, climate change, human rights and more!

 THIS NEEDS TO BE ADDED

Investment Insights

White papers, thought leadership and commentaries on the economy, topical issues, investment trends 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