UCF has identified an incorrect valuation reported by a fixed income manager, resulting in outdated figures displayed in the UCF Client Portal, and is working with vendors and BNY Mellon to resolve the issue. Read more.
This article summarizes the markets and our funds’ performance for the month of August 2024, provided by our Chief Investment Strategist David A. Klassen.
UCF is excited to introduce our brand-new podcast, Just Investing, to tackle big questions the world of responsible investing. The podcast will feature powerhouse guest who are some of the voices leading the charge for a future in which every investment is a step toward a better world. Listen and subscribe today!
This article summarizes the markets and our funds’ performance for the month of July 2024, provided by our Chief Investment Strategist David A. Klassen.
Following a 2024 shareholder resolution by UCF and a group of other responsible shareholders, including Green Century Funds and the Presbyterian Church (U.S.A), American International Group has announced that it will publish a roadmap explaining how it will fulfill its climate goals and address climate risk. Read more.
In the Q2 2024 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives as well as market performance and trends to help our clients make informed financial decision. Click to view the recording and download the presentation.
Reps. Jim Jordan and Thomas Massie requested information from UCF and other investors about their climate strategies, warning that collective emission reduction pledges might breach antitrust laws. In a written response, UCF defended its involvement with Climate Action 100+, emphasizing its commitment to both ESG goals and transparency. Read more.
Andrew Russell, Director of Fixed Income Investments for PB-UCC, discusses criteria for selecting sustainable/green bonds and strategies to help values-aligned investors achieve Net Zero. Click to watch the video.
This article summarizes the markets and our funds’ performance for the month of June 2024, provided by our Chief Investment Strategist David A. Klassen.