New Account Application for Existing Clients
September 12, 2025 6:37 pm Leave your thoughtsA form for existing clients to open a new account.
Author Archives for Debbie Wibowo
Transaction Form for Multiple Accounts
September 12, 2025 6:29 pm Leave your thoughtsA transaction form for clients with multiple accounts.
UCF Urges Congress to Safeguard Shareholder Rights
September 12, 2025 1:20 pm Leave your thoughtsUCF is urging Congress to protect shareholders' voices. In a new statement to lawmakers, UCF defends a key SEC rule that lets investors push for corporate accountability on social, environmental and ethical issues. Learn why this matters. Click to read more.
UCF Notches Notable Wins for Faith-Based Investors: A Look Back at the 2025 Shareholder Proxy Season
September 4, 2025 4:32 pm Leave your thoughtsDespite increased political resistance to ESG efforts, United Church Funds successfully led or co-filed eight shareholder resolutions in 2025, with five withdrawn for agreement — a win for responsible investing. Click to read more.
Office Closure: Labor Day
August 30, 2025 8:37 am Leave your thoughtsIn observance of Labor Day, UCF will be closed Monday, September 1, 2025. We resume normal business hours on Tuesday, September 2, 2025.
July 2025 Market Review
August 25, 2025 3:20 pm Leave your thoughtsGlobal markets were positive in July, led by the U.S. and followed by emerging markets equities. Lan Cai, Chief Investment Officer, summarizes market performance for the month of July 2025. Click to read more.
Q3 2025 Town Hall Recording
August 15, 2025 12:59 pm Leave your thoughtsIf you missed the live session or would like to revisit the discussion, you can now access the full recording of our Q3 2025 Town Hall. Click to view the recording and download the presentation.
UCF at General Synod 35
July 23, 2025 3:36 pm Leave your thoughtsUCF is honored to be a sponsor of the 35th General Synod of the United Church of Christ, along with our partner UCC financial ministries, taking place July 11-15, 2025, in Kansas City, Missouri. Click to view the recap video and workship recordings.
Q3 2025 Town Hall Meeting
July 22, 2025 2:49 pm Leave your thoughtsDon’t miss out our quarterly town hall meeting on Thursday, August 14 at 5:00 p.m. ET. Get market insight, stay updated on UCF’s new initiatives, connect with like-minded investors and engage in real-time discussions during the Q&A.
June 2025 Market Review
July 17, 2025 9:00 pm Leave your thoughtsJune experienced a strong recovery, led by emerging market equities and followed by the U.S., despite U.S. military action against Iran and renewed tariff concerns. Lan Cai, Chief Investment Officer, summarizes market performance for the month of June 2025. Click to read more.