This article discusses the evolvement of UCF Beyond Fossil Fuels Funds and market performance that consistently outperform their benchmarks and peer groups, proving false the perception that responsible climate strategies harm investment performance and returns. Click to read more.
This article summarizes the markets and our funds’ performance for the month of February 2024, provided by our Chief Investment Strategist David A. Klassen.
Two recent events illustrate the challenges that climate justice advocates like UCF face in the transition to a low carbon, net zero future. As stewards of our clients’ assets, UCF intends to stand firm in commitment to climate justice and remain proactive in our approach to responsible investing. Click to read more.
In celebration of Women's History Month, UCF's Board Chair, Rev. Penny Lowes, reflects on her journey, facing obstacles from her family to rising as a woman minister and leader. Click to read more.
We are pleased to present, "Investing for a Sustainable Future," UCF's Annual Report for 2023. This report highlights and illustrates our unwavering commitment, efforts and approaches to responsible investing to sustain our clients' financial growth while creating a more just and sustainable future for all. Click to read and download the report.
This article summarizes the markets and our funds’ performance for the month of January 2024, provided by our Chief Investment Strategist David A. Klassen.
In the Q3 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.
As part of our celebration of Black History Month, we are pleased to feature Auldbrass Partners of New-York, a Black-owned private equity manager in our Alternatives and Alternatives Balanced Funds.
This article summarizes the markets and our funds’ performance for the month of December 2023, provided by our Chief Investment Strategist David A. Klassen.
End-of-year statement is now available and please check out new video tutorials on making the most of your client portal experience!