UCF is pleased to share its 2022 Annual Report. The report highlights our commitment to supporting our clients' missions, the 2022 investment commentary and market outlook, UCF's financial position, updates on our responsible investing initiatives and a story from our client that illustrate the search for a trusted partner to help responsibly grow their endowment. Download and read today.
This article summarizes the markets and our funds’ performance for the month of January 2023, provided by our Chief Investment Strategist David A. Klassen.
UCF Board Chair Edith Guffey reflects on UCF's commitment to racial equity and the continued work that needs to be done.
The 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!
Following a productive dialogue with HCA Healthcare, UCF announced today that it had withdrawn a shareholder proposal concerning the availability of emergency abortions at the corporation’s member hospitals.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 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.
This article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.
The 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 team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.
UCF team has prepared this FAQ document to help clients navigate the new client portal, Innovue, and gain familiarity with the new functionalities.