January 2023 Market Review
February 22, 2023 7:15 pm Leave your thoughtsThis article summarizes the markets and our funds’ performance for the month of January 2023, provided by our Chief Investment Strategist David A. Klassen.
Author Archives for Debbie Wibowo
“Celebrating Black History Month is always important.” UCF Board Chair Reflects on Black History Month
February 14, 2023 7:21 pm Leave your thoughtsUCF Board Chair Edith Guffey reflects on UCF's commitment to racial equity and the continued work that needs to be done.
Q4 2022 Town Hall Recording
February 10, 2023 3:29 pm Leave your thoughtsThe UCF staff and investment team shared a review of UCF’s investment performance, organizational updates and the latest in our responsible investing efforts for the fourth quarter of 2022. Access the Town Hall recording, presentation slides and poll results!
UCF and Marguerite Casey Foundation Withdraw Shareholder Proposal at HCA Healthcare Following Productive Engagement
February 2, 2023 3:04 pm Leave your thoughtsFollowing a productive dialogue with HCA Healthcare, UCF announced today that it had withdrawn a shareholder proposal concerning the availability of emergency abortions at the corporation’s member hospitals. Click to read more.
UCF Exceeds Goal in Asset Manager Diversity
January 31, 2023 6:44 pm Leave your thoughtsUCF today announced that it exceeded goal in asset manager diversity by contracting of a new asset manager, Xponance, a Black-founded and majority Black-owned multi-strategy investment firm. Xponance will manage a portion of UCF’s large cap portfolio utilizing a passive, S&P 500 screened index strategy, consistent with UCF’s existing social screens.
December 2022 Market Review
January 20, 2023 8:49 pm Leave your thoughtsThis article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.
Q4 2022 Investor Letter
January 13, 2023 5:17 pm Leave your thoughtsThe Q4 investor letter from Charles Buck, President and CEO that includes preliminary performance is now available. Click here to read and download the letter here.
UCF Client Portal: Video Tutorial
January 12, 2023 4:28 pm Leave your thoughtsUCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.
UCF Client Portal: FAQ
January 12, 2023 4:26 pm Leave your thoughtsUCF team has prepared this FAQ document to help clients navigate the new client portal, Innovue, and gain familiarity with the new functionalities.
November 2022 Market Review
December 19, 2022 7:19 pm Leave your thoughtsThis article summarizes the markets and our funds’ performance for the month of November 2022, provided by our Chief Investment Strategist David A. Klassen.