Your browser does not support JavaScript or it is disabled. Please enable JavaScript to get the full experience.

September 2019 - United Church Funds

August 2019 Market Review

This article summarizes the markets and our funds’ performance for the month of August 2019, provided by our Chief Investment Strategist David A. Klassen.

Creating a Just World Through Values-aligned Investing

In light of the UNGA meeting, UCF is pleased to share some of the work we have accomplished to support the UN Sustainable Development Goals to guide the international community in common pursuit of solving the world’s problems. UCF has contributed to the positive outcomes of several global goals using our core socially responsible investing strategies of engagement, asset alignment and innovative product offerings.

New Account Application

This document functions as a type of prospectus for United Church Funds, describing our various funds, policies, investment objectives and risks, considerations for fund selection and more.

Corporate Social Responsibility

This article features the social responsibility program of United Church Funds, which goes far beyond simple investment screens.

Deposit/Withdrawal Transaction Form

A form to make a deposit to or withdrawal from your account at UCF.

Building an Endowment with Planned Giving

This article explains the most popular options for people wanting to remember their church in their estate planning.

Faithful Management and Fiduciary Responsibility

This article explains the most popular options for people wanting to remember their church in their estate planning.

Alternatives

This article offers an overview of alternative investments including hedge funds, real estate and private equity.

Making a Plan: Building a Sound Investment Policy

This article highlights five essential steps in the development of a well-considered investment policy – an essential document endowments of any size.

Reconsidering the Endowment Spending Policy

This article highlights the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”