January 2024 Market Review

This article summarizes the markets and our funds’ performance for the month of January 2024, provided by our Chief Investment Strategist David A. Klassen.

Q4 2023 Town Hall Recording

In the Q3 2023 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives and helped our clients make informed financial decision by sharing insights on market trends. Click to view the recording and download the presentation.

Black History Month: An Interview with Auldbrass Partners

As part of our celebration of Black History Month, we are pleased to feature Auldbrass Partners of New-York, a Black-owned private equity manager in our Alternatives and Alternatives Balanced Funds.

December 2023 Market Review

This article summarizes the markets and our funds’ performance for the month of December 2023, provided by our Chief Investment Strategist David A. Klassen.

End-of-Year Statements Are Now Available

End-of-year statement is now available and please check out new video tutorials on making the most of your client portal experience!

November 2023 Market Review

This article summarizes the markets and our funds’ performance for the month of November 2023, provided by our Chief Investment Strategist David A. Klassen.

Interview with Fiona Reynolds

UCF’s Director of Responsible Investing, Matthew Illian, sat down with Fiona Reynolds, Chair of the UN Global Compact Network Australia. In this interview, Fiona shares her insight on the Paris Accord Goal of Net Zero, a new initiative named Finance for Peace and the role of faith-based institutions and their investment decision in helping to achieve sustainable development goals

UCF Welcomes Kelsey Rose and Other New Team Members

UCF is thrilled to welcome Kelsey Rose as the newest addition to our team. Kelsey joins three other team members who came on board this past year in the client services and accounting teams. With a strong team, we look forward to continuing to serve our clients and further their missions in the years to come.

Fiduciary Focus: Talents, Stewardship and Stock Donations

In the most recent Fiduciary Focus, Matt Wagner, Vice President of Institutional Relationships, discusses contributing to a church’s or faith-based organization’s mission through appreciated securities, particularly stock donations, and the advantages of making this kind of donation. Read more.

October 2023 Market Review

This article summarizes the markets and our funds’ performance for the month of October 2023, provided by our Chief Investment Strategist David A. Klassen.