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.
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 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.
UCF will perform scheduled maintenance on the client portal on December 2. During this period, access to the UCF client portal might be interrupted. Read more.
In the Q2 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.
Join us for our quarterly Town Hall Meeting on Thursday, November 2 at 5:00 p.m. ET. Click to register.
Lawsuits filed by the National Association of Manufacturers and the National Center for Public Policy Research seek to remove protections that allow a shareholder to bring critical issues to a vote at the annual shareholder meeting. The Interfaith Center on Corporate Responsibility is responding to the lawsuits by filing an amicus brief. Click to read more.
This article summarizes the markets and our funds’ performance for the month of September 2023, provided by our Chief Investment Strategist David A. Klassen.