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UCF Co-Files Shareholder Resolutions Seeking Workplace Equity Data
UCF is partnering with As You Sow and co-filed three shareholder resolutions urging corporate transparency on diversity, equity and inclusion efforts.
Q4-2020 Client Account Statements
Account statements as of December 31, 2020, are available via the Client Access link. We have also prepared the Q4 investor letter from Charles Buck, President and CEO.
Investor Education & Fiduciary Focus
UCF in Green Money Icon Interview Series
Katie McCloskey, UCF’s Director of Social Responsibility, joined other faith-based investors in an interview with Faith and Investing: Rediscovering the Soul of an Investment Revolution — the latest issue of Green Money.
February 5, 2015
2014: A Year of Simplicity
The following is a market insight provided by David Klassen, Chief Investment Strategist.
January 23, 2015
Launch of Beyond Fossil Fuels Fund
November 3, 2014
UCF invests in Green Bonds
UCF and the PBUCC have together invested $20 million in Green Bonds as part of the fixed income portfolio, furthering UCF’s commitment to a low-carbon economy.
October 14, 2014
Investment Committee meets
UCF’s Investment Committee met in New York on June 16 to review the portfolio’s performance and discuss the development of two new fund options for investors.
June 19, 2014
Monitoring political spending no longer a priority for SEC
Despite longstanding pressure from shareholders for public companies to disclose political spending, the SEC recently removed a plan to consider the rule from its agenda.
December 4, 2013
Protecting portfolios against higher interest rates
Andrew Russell, Head of Fixed Income Investments provided his insight on protecting portfolio against higher interest rates.
September 20, 2013
Clarifying the fossil fuels resolution
Focusing on divestment doesn’t tell the full story of the changes the Church has committed to accomplishing. This article outlines our commitment to a General Synod resolution related to fossil fuels.
September 2, 2013
General Synod votes yes!
UCF is proud to announce that General Synod 29 has voted with 72.5% to approve the resolution Urging Divestment — Along with Other Strategies — from Fossil Fuel Companies to Address Climate Change.
July 1, 2013
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