2023 Annual Report

We are pleased to present, “Investing for a Sustainable Future,” UCF’s Annual Report for 2023. This report highlights and illustrates our unwavering commitment, efforts and approaches to responsible investing to sustain our clients’ financial growth while creating a more just and sustainable future for all. Click to read and download the report.

January 2024 Market Review

This article summarizes the markets and our funds’ performance for the month of January 2024, provided by our Chief Investment Strategist David A. Klassen.

Q4 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.

Black History Month: An Interview with Auldbrass Partners

As part of our celebration of Black History Month, we are pleased to feature Auldbrass Partners of New-York, a Black-owned private equity manager in our Alternatives and Alternatives Balanced Funds.