For investors who prefer the Moderate Balanced Fund’s asset allocation, the Alternatives Balanced Fund provides the additional diversification of a modest allocation to the Alternatives Fund. Target allocation: 40-60% Total Equity, 20-40% Fixed Income, 10-30% Alternatives.
Silicon Valley Bank’s collapse and the recent takeover of Credit Suisse Bank by UBS have sparked concerns of a more significant banking crisis and investment losses due to sudden events. David Klassen, Chief Investment Strategist, has prepared this statement to explain the event, market reaction and UCF’s position on our investment strategies. 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.
As we celebrate Women’s History Month in March and International Women’s Day on March 8, Stacey Pettice, UCF’s Institutional Relationships Executive, sat down with Tina Byles Williams, founder, CEO and Chief Investment Officer of Xponance, to discuss the importance of diversity in finance management, responsible investing strategies and which women have most inspired Williams herself. Click to watch the video.