Quarterly Investor Letter: Q4 2024
Wespath’s quarterly letter for institutional investors provides pertinent market and fund information, plus insights from members of our investment team. For the fourth quarter of 2024, we explore the market’s reaction to the U.S. elections and highlight how Wespath’s investment process drove the launch of two new funds.
The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.
Markets at a Glance: Q4 2024
While the U.S. presidential election was the biggest story in the fourth quarter of 2024, Wespath Managing Director of Investment Management Frank Holsteen explains why it was just one of many factors affecting the U.S. and international markets.
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.
