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Silicon Valley Bank’s collapse and the recent takeover of Credit Suisse Bank by UBS have sparked concerns of a more significant banking crisis and investment losses due to sudden events. David Klassen, Chief Investment Strategist, has prepared this statement to explain the event, market reaction and UCF’s position on our investment strategies. Click to read more.

The Board of Directors of UCF has issued a Climate Justice Statement, declaring UCF’s commitment to addressing global warming through its investment policies and engagements and placing climate justice and racial justice as its highest organizational priorities. Click to read more.

The UCF Climate Justice Taskforce recently introduced UCF Climate Justice Statement, designed to center UCF’s attention on those people and communities that are most impacted by climate change. This Climate Justice Statement includes four calls to action focused on investment strategy, public policy, corporate engagement and stakeholder engagement.

This article summarizes the markets and our funds’ performance for the month of February 2023, provided by our Chief Investment Strategist David A. Klassen.

As we celebrate Women’s History Month in March and International Women’s Day on March 8, Stacey Pettice, UCF’s Institutional Relationships Executive, sat down with Tina Byles Williams, founder, CEO and Chief Investment Officer of Xponance, to discuss the importance of diversity in finance management, responsible investing strategies and which women have most inspired Williams herself. Click to watch the video.

UCF is actively seeking a highly motivated staff member to add to its Institutional Relationships Team. Read more to learn about the job description and to apply!

UCF is pleased to share its 2022 Annual Report. The report highlights our commitment to supporting our clients’ missions, the 2022 investment commentary and market outlook, UCF’s financial position, updates on our responsible investing initiatives and a story from our client that illustrate the search for a trusted partner to help responsibly grow their endowment. Download and read today.