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

Following a 2024 shareholder resolution by UCF and a group of other responsible shareholders, including Green Century Funds and the Presbyterian Church (U.S.A), American International Group has announced that it will publish a roadmap explaining how it will fulfill its climate goals and address climate risk. Read more.

In the Q2 2024 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives as well as market performance and trends to help our clients make informed financial decision. Click to view the recording and download the presentation.

Reps. Jim Jordan and Thomas Massie requested information from UCF and other investors about their climate strategies, warning that collective emission reduction pledges might breach antitrust laws. In a written response, UCF defended its involvement with Climate Action 100+, emphasizing its commitment to both ESG goals and transparency. Read more.

Andrew Russell, Director of Fixed Income Investments for PB-UCC, discusses criteria for selecting sustainable/green bonds and strategies to help values-aligned investors achieve Net Zero. Click to watch the video.