Q3 2019 Performance Webinar

Our quarterly Investment Webinar has a new look and format. The latest third-quarter webinar, featuring Minoti Dhanaraj, Senior Investment Analyst, and Matt Wagner, Director of Institutional Relationships, is shorter, with a quick recap of market highlights and answers to some of our clients’ questions.

October 2019 Market Review

This article summarizes the markets and our funds’ performance for the month of October 2019, provided by our Chief Investment Strategist David A. Klassen.

Meet UCF’s Investment Manager: Baillie Gifford

UCF recently sat down with Iain Campbell, Investment Manager at Baillie Gifford. In this short video, Iain Campbell shared what Baillie Gifford does for UCF clients, what sets Baillie Gifford apart from other investment managers, and the latest environmental, social and governance developments at Baillie Gifford. 

Matt Wagner Earns Accredited Investment Fiduciary Analyst Designation

Matthew W. Wagner, Director of Institutional Relationships at UCF, has earned the Accredited Investment Fiduciary Analyst designation from the Center for Fiduciary Studies, the standards-setting body for Fi360.

Principles for Responsible Investment Conference Highlights

UCF attended the PRI in Person event last September. As a signatory, UCF commits to incorporating ESG issues into our investment policy, analysis and decision-making. Learn more about what happened during the PRI in Person in this article.

September 2019 Market Review

This article summarizes the markets and our funds’ performance for the month of September 2019, provided by our Chief Investment Strategist David A. Klassen.

Penn Northeast Conference Money and Ministry Event

The Penn Northeast Conference of the United Church of Christ will host a “Money and Ministry” workshop on Saturday, November 9, 2019, at the Conference office in Palmerton. A variety of topics will be discussed including a church’s financial health, fiscal management and planned giving.

Investors’ Role in Combatting the Climate Crisis Emphasized at UN Climate Week, PRI in Person Event

United Church Funds recently took part in two significant events – the UN Climate Week as well as the PRI in Person Event. The new concepts and frameworks that the PRI in Person and the UN Climate Week provided will arm us with the implements to continue to improve our own climate response and responsible investing platform.

August 2019 Market Review

This article summarizes the markets and our funds’ performance for the month of August 2019, provided by our Chief Investment Strategist David A. Klassen.