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.
This article highlights the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”
United Church Funds’ Conflicts of Interest Policy is reviewed and signed annually by all members of the Board of Directors and Board committees. UCF certifies that no conflicts have been reported.