On behalf of our clients, UCF works to encourage responsible corporate citizenship in the companies we invest in. One way we do this is by filling shareholder resolutions that bring up specific issues for vote by shareholders to help create a just world for all.
UCF, alongside shareholder advocacy group, As You Sow, co-filed a shareholder resolution asking for more data on the effectiveness of American Express’s diversity and inclusion program. A strong 60% majority of shareholders voted in favor of the resolution at the recent annual general meeting.
This article summarizes the markets and our funds’ performance for the month of April 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF hosted a quarterly Town Hall meeting on May 4, 2021 to share a review of UCF’s investment performance, organizational updates and the latest in our responsible investing efforts. Access the Town Hall recording recording, presentation slides and poll results!
This article summarizes the markets and our funds’ performance for the month of March 2021, provided by our Chief Investment Strategist David A. Klassen.
Matthew Illian, Director of Responsible Investing, discusses the pressure being applied to corporations to protect our planet and the strategic partnership to address climate issues.
UCF, along with its organizational partners that make up the Investors for Opioid and Pharmaceutical Accountability (IOPA), recently announced notable wins from 88 shareholder resolutions filed in the past three years. Read more about the accomplishments.
This article summarizes the markets and our funds’ performance for the month of February 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF is pleased to share its 2020 Annual Report. Join us as we reflect on a year spent strengthening our commitment to racial equity, increasing impact and supporting our clients’ mission through responsible investing initiatives.