February 19, 2021 2:48 pm
Published by Debbie Wibowo
UCF recently appointed Channing Capital, a minority-owned firm, as a Small Cap Fund Manager. Stacey Pettice, UCF Executive of Institutional Relationships, sat down with Wendell Mackey, Founder and Co-Chief Executive Officer, to discuss Channing Capital's investment strategies and his view on responsible investing.
February 18, 2021 3:58 pm
Published by Debbie Wibowo
This article summarizes the markets and our funds’ performance for the month of January 2021, provided by our Chief Investment Strategist David A. Klassen.
February 4, 2021 2:46 pm
Published by Debbie Wibowo
UCF has upgraded our phone system. Please use our toll-free line: 877-806-4989 or fax us at: 332-219-8758. As there may be delays in responses to phone and fax inquiries during this upgrade, please email us at [email protected] if you don’t receive a prompt response.
February 3, 2021 3:33 pm
Published by Debbie Wibowo
UCF hosted a quarterly Town Hall meeting on February 2, 2021 to provide updates on 2020 investment returns, investment strategies for 2021 and beyond, and updates on responsible investing efforts. The recording and presentation are now ready for viewing and download.
January 21, 2021 2:48 pm
Published by Debbie Wibowo
This article summarizes the markets and our funds’ performance for the month of December 2020, provided by our Chief Investment Strategist David A. Klassen.
January 12, 2021 3:56 pm
Published by Debbie Wibowo
UCF is partnering with As You Sow and co-filed three shareholder resolutions urging corporate transparency on diversity, equity and inclusion efforts.
January 11, 2021 8:55 pm
Published by Debbie Wibowo
As a responsible investor, UCF is committed to strengthening our efforts and taking concrete steps toward racial justice and equality. UCF will continue to work with our partners and on behalf of our clients to ensure that their investments make a positive impact on people’s lives, communities and the world. Read more on concrete steps UCF has taken toward racial justice and equality.
January 8, 2021 6:53 pm
Published by Debbie Wibowo
A recording of a live meeting during AM21 meeting on December 8-9, 2020 focusing on helping churches manage financial assets amid uncertainty.
January 7, 2021 9:49 pm
Published by Debbie Wibowo
Account statements as of December 31, 2020, are available via the Client Access link. We have also prepared the Q4 investor letter from Charles Buck, President and CEO.
January 6, 2021 6:15 pm
Published by Debbie Wibowo
A Matthew Wagner, Vice President of Institutional Relationships, has prepared this article that lays out practices and strategies in creating a Gift Acceptance Policy - an essential but often overlooked section of endowment governance.