Pursuing a middle-of-the-road approach that emphasizes stocks for higher capital appreciation potential, the Beyond Fossil Fuels Balanced Fund maintains a significant fixed income component to temper market volatility, substituting the Beyond Fossil Fuels Fund for the equity allocation of UCF’s Moderate Balanced Fund. Target allocation: 50-70% Global Equity, 30-50% Fixed Income, 0-10% Cash.
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Fiduciary Focus: Coming Up With A Game Plan For Up- and Down-Times

Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses and illustrates the impact of excess withdrawals. Read the article.

Q3 2022 Town Hall Recording

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 third quarter of 2022. Access the Town Hall recording, presentation slides and poll results!

FedEx Agrees to Greater Transparency on Climate Lobbying Activities

UCF and PBUCC announced today that as the result of their joint shareholder resolution filed this past April, FedEx Corporation has agreed to enhance public disclosure of its climate lobbying activities. Read more.