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 1,214 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
-
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
-
Primary
1901 Chestnut Avenue
Glenview, IL 60025, US
Employees at Wespath Institutional Investments
-
Dave Zellner
Chief Investment Officer at Wespath Benefits and Investments and Wespath Institutional Investments
-
Bill Kavanaugh
Chief Operating Officer at Wespath Benefits and Investments
-
Sheri Young
Associate General Counsel at Wespath Benefits and Investments, Chief Legal Officer at Wespath Institutional Investments
Updates
-
Review the latest in market and economic developments, including weaker performance from the Magnificent Seven stocks, in our latest Monthly Investment Report. The report also explains what drove fund performance in July. https://ow.ly/p2Rz50SY3Hu.
-
-
While markets had a tough start to the week, our Markets at a Glance video for July details renewed investor interest in small- and mid-cap stocks. Connie Christian also provides an update on inflation and the labor market from July, which sets the foundation for how markets will continue to react throughout August. https://ow.ly/ciax50STWr6
-
-
Are you ready for it? It’s the start of a new era! Johara Farhadieh begins her role as Wespath’s chief investment officer today, replacing Dave Zellner who is retiring after 27 years. Get to know Johara and learn about her goals for the next era of Wespath investments at the link in the below. https://ow.ly/ymHh50SPf8I
-
Through its partnership with Texas Methodist Foundation (TMF), Wespath is proud to support the next generation of innovators, creators, investment managers and business professionals at Huston-Tillotson University, an HCBU in Austin, TX. HTU’s mission is “to nurture a legacy of leadership and excellence in education, connecting knowledge, power, passion, and values.” Currently, their business students are crafting their own legacies through internships at companies such as Meta, Apple and AlertMedia. Visit HTU’s website to learn more about their role in shaping the next generation of young professionals and to connect with them on social media! #HTU #TMF https://ow.ly/zAWk50SKtGR
-
Check out this great article by Pensions & Investments that recaps Dave Zellner's career at Wespath Benefits and Investments and the CIO transition between him and Johara Farhadieh!
Dave learned about his job at Wespath through an ad in Pensions & Investments, so it's fitting that Pensions & Investments recapped his career at Wespath as he prepares to retire after 27 years! It was an honor to be part of the story with him. Dave and the team built a solid foundation and I'm excited to succeed him as Wespath Benefits and Investments' CIO on August 1! And thank you to Rob Kozlowski for doing a great job telling our story! https://ow.ly/gQ8150SJqfS
-
-
Wespath Institutional Investments reposted this
Curious about private markets? Meet Amy Bulger, Wespath's Director of Private Markets! If you were at the ALTSCHI CAIA Association event yesterday, you witnessed her expertise in action. Thanks for all you do, Amy!
-
-
Meet Wespath’s newest Investments team member, Hoa Quach, CFA! Hoa sits down with Johara Farhadieh and Frank Holsteen to discuss her new role as Director of Public Markets. Johara, Frank and Hoa also talk about their near-term plans for Wespath’s investment program! https://ow.ly/hXeS50SFtxJ
Meet Hoa Quach, Wespath’s Director of Public Markets
https://www.youtube.com/
-
On August 1 we will bid a bittersweet farewell to Dave Zellner (Chief Investment Officer), a true visionary and leader, as he embarks on a new chapter in his life. We gathered to celebrate his inspiring career at a retirement gathering. Thank you for your many years of dedication, Dave. Your impact will live on at Wespath for years to come! 🎉 #DaveZellner #RetirementCelebration #WespathLegacy
-
Our Q2 Investment Insights webinar is live! This quarter, we say goodbye to a familiar face, CIO Dave Zellner, ahead of his August 1 retirement and hello to Wespath’s new Director of Public Markets, Hoa Quach, CFA. Our team also highlights the latest in financial markets, fund performance and Wespath’s shareholder engagement efforts. Watch the full webinar now: https://ow.ly/BJRy50SFtmC
Q2 Investment Insights Webinar
https://www.youtube.com/