UCF Exceeds Goal in Asset Manager Diversity
UCF today announced that it exceeded goal in asset manager diversity by contracting of a new asset manager, Xponance, a Black-founded and majority Black-owned multi-strategy investment firm. Xponance will manage a portion of UCF’s large cap portfolio utilizing a passive, S&P 500 screened index strategy, consistent with UCF’s existing social screens.
Access to Client Portal
Please be advised that United Church Funds is working with our vendor to address issues reported by some clients in accessing the Client Portal via our website. Read more to learn how to access your account if you experience this issue.
December 2022 Market Review
This article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.
December 2022 Statements Available on the UCF Client Portal
December 2022 account statements are now available for viewing and download from your organization’s online client portal under Statements and Documents. Please read this article to learn more about the statement content.
Q4 2022 Investor Letter
The Q4 investor letter from Charles Buck, President and CEO that includes preliminary performance is now available. Click here to read and download the letter here.
An Apology and a Way Forward
UCF offers sincere apology for delays in retrieving account statements and delayed responses to your questions from our Client Services team. We are working around the clock to remedy the situation as soon as possible and thank your patience. UCF remains steadfast in our commitment to ensure we deliver first-rate service to all clients going forward.
UCF Client Portal: Video Tutorial
UCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.
UCF Client Portal: FAQ
UCF team has prepared this FAQ document to help clients navigate the new client portal, Innovue, and gain familiarity with the new functionalities.