This quarter we welcomed our new Deputy Chief Investment Officer, Johara Farhadieh! Learn what inspires her, what she is most proud of, what drew her to Wespath and more in this Q&A: https://ow.ly/coNh50Q0KLt
Wespath Institutional Investments
Investment Management
Glenview, IL 1,176 followers
Providing not-for-profit institutions access to globally diversified investments, OCIO services, and sustainability.
About us
Wespath Institutional Investments (WII) is a not-for-profit subsidiary of Wespath Benefits and Investments (WBI), a general agency of The United Methodist Church (UMC). WII, together with WBI and its related subsidiaries, manages over $26 billion in assets on behalf of over 150 United Methodist-related organizations and 100,000 participants (as of December 31, 2023). WII provides investment solutions for institutional investors related to the UMC including foundations, children’s homes, older adult facilities, higher education institutions and healthcare organizations. WII offers diversified global exposure to its world-class investment managers through a family of daily priced funds. WII’s investment process proactively incorporates the consideration of environmental, social and governance (ESG) factors into investments across asset classes and in the selection of external asset managers.
- Website
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https://www.wespath.com/home.html
External link for Wespath Institutional Investments
- Industry
- Investment Management
- Company size
- 201-500 employees
- Headquarters
- Glenview, IL
- Type
- Nonprofit
- Specialties
- Investment Solutions for Institutional Investors, Environmental, Social, and Corporate Governance (ESG) Factors, Shareholder Engagement, United Nations Principles for Responsible Investment (PRI), OCIO, and Sustainable Investing
Locations
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Primary
1901 Chestnut Avenue
Glenview, IL 60025, US
Employees at Wespath Institutional Investments
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Dave Zellner
Chief Investment Officer at Wespath Benefits and Investments and Wespath Institutional Investments
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Bill Kavanaugh
Chief Operating Officer at Wespath Benefits and Investments
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Mark Warren, CFA, CIMA
Investment Management at Wespath Investment Management
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Sheri Young
Associate General Counsel at Wespath Benefits and Investments, Chief Legal Officer at Wespath Institutional Investments
Updates
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Are you a Wespath retirement participant looking for investment options which consider additional sustainability factors? The Social Values Choice funds might be an option for you. Learn how these funds provide additional choice by excluding fossil fuels and other investments. #UMCGC #WespathGC24 https://ow.ly/w6JP50RiBSX
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Our own Trent Sparrow will be speaking at the 8th Annual Real Estate Midwest Forum. The forum will take place on April 17th, 2024, at the University Club of Chicago. This event is the annual meeting place and an educational hotspot for those institutional and private wealth investors in Midwest seeking the very latest in real estate asset allocation, investment and practice management, macroeconomic updates, and much more. Secure your spot now at: https://ow.ly/ARj450R9wjJ
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In our video recapping Q1 in the markets, Frank Holsteen discusses persistently high inflation, strong stock performance driven by tech companies, a mixed international landscape and more. Watch the 5-minute update now at the link below! #MAAG #Q1 #MarketsAtAGlance #Investments https://ow.ly/VSuG50R8xr9
Markets at a Glance: Q1 2024
https://www.youtube.com/
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"Continued U.S. GDP growth has emerged as an anomaly among major global economies,” Joe Halwax CAIA CIMA® writes in our latest key takeaways blog. Learn why that is the case—and also get an update on stock performance and the #Mag7 stocks—in the post: https://ow.ly/ObLJ50R7Znr
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Wespath is pleased to announce today the expansion of our Social Values Choice suite of funds to institutional investors by the end of the year. While all of Wespath’s funds invest in alignment with United Methodist values, the Social Values Choice funds provide investment options that adhere to heightened environmental and social investment criteria. More details are available in this announcement: https://ow.ly/s4Lq50R6WlB
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Does it matter where Oreos are made? Wespath thinks it does. Wespath’s Chirag Acharya was a presenter on Interfaith Center on Corporate Responsibility (ICCR)’s 2024 Proxy Resolutions & Voting Guide webinar and explained why Wespath filed a shareholder resolution with Oreo maker Mondelēz International. Wespath believes investors would benefit from increased transparency and reporting on Mondelēz’s management of material human rights risks, including those associated with their operations in Russia and Ukraine. You can watch a recording of last month’s webinar to learn more: https://ow.ly/JrG250R1qOu
ICCR’s 2024 Proxy Resolutions & Voting Guide Webinar
https://www.youtube.com/
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Wespath’s Chirag A., Senior Analyst for Sustainable Investment Stewardship, recently attended the Council of Institutional Investors Conference in Washington D.C. In addition to networking and learning from experts at the Conference, Chirag and fellow CII members met with Gary Gensler, Chairperson of the Securities and Exchange Commission, to discuss governance matters on behalf of our investors.
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Excitement about artificial intelligence (AI) has spread beyond Silicon Valley. An estimated 36% of S&P 500 companies mentioned AI on their earnings calls for the fourth quarter of last year. Learn more about the enthusiasm surrounding AI in our latest Markets at a Glance video and Monthly Investment Report: https://ow.ly/ZH4m50QQIFv
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Review the latest in market and economic developments, including a strong start to the year for U.S. stocks and mixed news about inflation, in our latest Monthly Investment Report. The report also explains what drove fund performance in February. https://ow.ly/yqjw50QQIQB