UCF, alongside shareholder advocacy group, As You Sow, co-filed a shareholder resolution asking for more data on the effectiveness of American Express’s diversity and inclusion program. A strong 60% majority of shareholders voted in favor of the resolution at the recent annual general meeting.
This article summarizes the markets and our funds’ performance for the month of August 2021, provided by our Chief Investment Strategist David A. Klassen.
While COVID-19 and climate change pose ongoing challenges, the stock market continues to generate more wealth than ever before. Matthew Illian, Director of Responsible Investing, has written an article that reflects on these disparities and highlights a practice that is key to building back for a stronger future. Read more.
UCF is pleased to provide its clients with the ability to receive, exchange and transfer cryptocurrencies such as Bitcoin or Ethereum. We have prepared a guide that outlines the simple process and answer the most frequently asked questions. Download the guide today!
This article summarizes the markets and our funds’ performance for the month of July 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF hosted a quarterly Town Hall meeting on August 10 2021 to share a review of UCF’s investment performance, organizational updates and the latest in our responsible investing efforts. Access the Town Hall recording recording, presentation slides and poll results!
Join us for the next quarterly Town Hall Meeting on Tuesday, August 10, at 5:00 p.m. EDT. In this meeting, our team will share a recap of the second quarter of 2021 as well as our responsible investing efforts and progress.
This article summarizes the markets and our funds’ performance for the month of June 2021, provided by our Chief Investment Strategist David A. Klassen.
Account statements as of June 30, 2021, are available via the Client Access link. We have also prepared the Q2 investor letter from Charles Buck, President and CEO.