The WII Advantage

Investment Services Driven by Your Mission

We believe in doing well, together. Our alignment with your values and experience with faith-based organizations allows us to understand the challenges you face better than other OCIO providers. WII offers investment solutions designed exclusively for 501(c)(3) organizations, and 100% of our institutional clients are not-for-profit, faith-based investors.

Invest With a Leader in Sustainable Investment

We seek to shape our investment program with the future in mind. Our sustainable investment activities seek to maximize opportunities and manage the financial risks associated with a changing world, while having a positive impact on our society² We take a comprehensive approach to sustainable investing that considers the impact of ESG factors as they relate to investment management.

International Recognition

• Co-author and founding signatory to the UNPRI
• A+ rating for Strategy and Governance
• One of 47 global investors recognized in PRI's 2019 Leaders' Group

Creating a Global Impact

Transitioning Out of Homelessness Our Positive Social Purpose Lending Program seeks impact investments that serve individuals with low and moderate income levels. In 2018, we provided financing to 237 Landing, a 200-bed transitional shelter for homeless men in the Bronx, New York.

Tackling the Opioid Crisis We co-lead the Investors for Opioid and Pharmaceutical Accountability, a group of institutional investors representing $4.2 trillion that seeks to hold drug manufacturers, distributors and pharmacies accountable for the risks of opioids to society, the economy and shareholder value.

Addressing Climate Risk with Oil Giants We have engaged companies on climate risk for over 20 years. Concurrent with our multi-year engagement with Chevron, the company has conducted climate scenario analyses, published its first climate risk report, and agreed to set greenhouse gas (GHG) and methane reduction goals.

Learn more about what a partnership with WII means.

¹ Data as of December 31, 2023. Source: BNY Mellon. “Long-term, competitive returns” is based on the Multiple Asset Composite’s 10-year returns versus the BNY Mellon Master Trust Universe (6.8% versus 6.5%). BNY Mellon provides a fund-level tracking service used to compare the Multiple Asset Composite’s actual gross-of-fees performance to the performance of similar asset pools of other institutional investors. The Universe includes corporate, foundation, endowment, public, Taft-Hartley and health care plans.

The Multiple Asset Composite consists of: (a) the Multiple Asset Fund – I Series (“MAF-I”), a fund managed by Wespath Institutional Investments (WII) and available as of January 1, 2019; and (2) the Multiple Asset Fund –P Series (“MAF-P), a fund managed by UMC Benefit Board, Inc. an affiliated entity. The composite includes MAF-P before January 1, 2019. After January 1, 2019 the composite includes both MAF-P and MAF-I (asset-weighted). MAF-P and MAF-I have substantially similar investment objectives and investment strategies. As of January 1, 2019 the P Series funds, including MAF-P, are not available to institutional investors other than in exceptional circumstances agreed to by the P Series funds adviser. Historical returns are not indicative of future performance.

More information about the Multiple Asset Composite can be found in the disclosure for the composite performance tables.

² Wespath Benefits and Investments (Wespath) implements the sustainable investment strategies for investment funds made available through it and its subsidiaries, including Wespath Institutional Investments (WII).