Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses the importance of maintaining a long-term focus on investment strategies, even during challenging and uncertain times. Read the article.
Over the last two years, there has been a spectacular increase in investments that focus on or include environmental, social and governance (ESG) factors. UCF has prepared a report that examines the recent explosion of ESG investing universally, as well as the ways in which UCF, on behalf of its clients, has participated in and contributed to that growth. Download and read the report.
As we roll out UCF’s new Innovue client portal, we have learned of an issue that we are working to correct as quickly as possible. Rest assured that all of your accounts are safe and secure. Read more!
UCF introduces a new and improved online portal for all clients with enhanced security. The new portal, Innovue, will “go live” effective December 1, 2022. Read more.
This article summarizes the markets and our funds’ performance for the month of October 2022, provided by our Chief Investment Strategist David A. Klassen.
In observance of Thanksgiving Day, UCF will be closed Thursday, November 24, 2022 and Friday, November 25, 2022. We resume normal business hours on Monday, November 28, 2022.
Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses and illustrates the impact of excess withdrawals. Read the article.
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!
This article summarizes the markets and our funds’ performance for the month of September 2022, provided by our Chief Investment Strategist David A. Klassen.
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.