Fiduciary Focus: Talents, Stewardship and Stock Donations

In the most recent Fiduciary Focus, Matt Wagner, Vice President of Institutional Relationships, discusses contributing to a church’s or faith-based organization’s mission through appreciated securities, particularly stock donations, and the advantages of making this kind of donation. Read more.

October 2023 Market Review

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

UCF Among Investors Calling for a Living Wage

UCF has proudly joined 135 other institutional investors in endorsing the Investor Statement in Support of a Living Wage. The statement represents a collective call to action for U.S. companies to pay a living wage to all their workers, in alignment with international human rights standards. Read more.

Q3 2023 Town Hall Recording

In the Q3 2023 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives and helped our clients make informed financial decision by sharing insights on market trends. Click to view the recording and download the presentation.