Investment Solutions
Empowering Your Nonprofit Through Values-Aligned Investment Solutions
At Wespath, we provide organizations with comprehensive nonprofit investment solutions designed to advance their financial goals and support their missions. As a faith-based, nonprofit OCIO (Outsourced Chief Investment Officer) firm, our approach combines investment excellence, comprehensive client service and sustainable impact.
What We Offer
Our comprehensive investment solutions for nonprofits and faith-based institutions deliver:
- Outsourced CIO Services: We offer discretionary OCIO investment management tailored to your unique objectives. This includes strategic asset allocation, asset manager selection and ongoing risk oversight.
- Customized Portfolio Construction: Our process produces thoughtful diversification across asset classes. Portfolios blend active and passive strategies to optimize long-term, risk-adjusted returns.
- Investment Policy Statement (IPS) Development & Review: Your institution gets collaborative support in creating, updating, and maintaining your IPS to ensure alignment with your organization’s goals, fiduciary standards, and evolving market conditions.
- Values-Aligned Investing: Funds include the integration of ethical exclusions and sustainability considerations through a globally recognized approach to socially responsible investing.
- Impact Initiatives: These initiatives mean access to investment opportunities like the Positive Social Purpose Lending Program. This supports affordable housing, community development and entrepreneurship while seeking market-rate returns.
- Alternative Investments: Our fund lineup includes exposure to private equity, private credit and real assets through various investment structures. As an experienced team with nationally-recognized alternative investment leadership, we offer diversification and potential for enhanced returns.
- Transparent Reporting & Online Access: You gain secure online portal access to daily account data, quarterly performance reports and portfolio monitoring. We work with you to determine the best customized reporting options to suit your needs.
- Client Education & Thought Leadership: Quarterly webinars, white papers and governance resources empower nonprofit boards and investment committees.
Why Choose WII?
As an investment provider exclusively serving other nonprofit organizations, we’re a nonprofit OCIO that’s truly focused on mission.
Our Investment Philosophy & Process
We believe in purposeful diversification, a client-centric approach and rigorous research. Together, these principles shape a research-driven investment process focused on delivering outcomes aligned with our clients’ needs.