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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.

This article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.

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.

UCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.

UCF team has prepared this FAQ document to help clients navigate the new client portal, Innovue, and gain familiarity with the new functionalities.