A broadly diversified portfolio invested primarily in large capitalization common stock of US-headquartered corporations, this fund may also hold up to 10% of its portfolio in international stocks.

Organization Management

Quantitative Management Associates

The broadly diversified portfolio, managed by Quantitative Management Associates (QMA) on behalf of UCF, is invested in common stocks of global corporations. QMA manages over $83 billion in assets for pension plans, endowments and foundations, and since 1975 has pioneered the use of advanced analytics to enhance the investment decision-making process.

Fiduciary Management, Inc.

Fiduciary Management, Inc. (FMI) manages a US large cap portfolio for UCF, employing equity investing strategies, with a focused value approach firmly rooted in fundamental research. Founded in 1980, FMI manages over $15 billion in assets for domestic and international institutions, individual investors and Registered Investment Advisors. FMI also manages a US small cap portfolio for the UCF, utilizing the same …

State Street Global Advisors

State Street Global Advisors (SSgA) manages a passive, screened S&P 500 Index for the UCF. The portfolio is managed to replicate the S&P 500 Index but excludes those companies which do not pass the UCF’s Socially Responsible Investing screens. Founded in 1978 and headquartered in Boston, State Street manages over $2 trillion on behalf of corporations, endowments and foundations, pension funds, sovereign …
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UCF Introduces The Just World Fund

UCF today announced the launch of the Just World Fund, a fixed income impact fund that will enable churches and faith-based organizations to leverage their investable assets to address global economic justice, fair housing, human rights to water and nutrition, and solutions for environmental security.
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How ESG Investing Helps Address the Opioid Crisis

Scially Responsible Investing (SRI) refers to investment strategies that seek not only to provide financial return but also the process…
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Creating a Just World Through Values-aligned Investing

In light of the UNGA meeting, UCF is pleased to share some of the work we have accomplished to support the UN Sustainable Development Goals to guide the international community in common pursuit of solving the world’s problems. UCF has contributed to the positive outcomes of several global goals using our core socially responsible investing strategies of engagement, asset alignment and innovative product offerings.