An Interview with Xponance

As we celebrate Women’s History Month in March and International Women’s Day on March 8, Stacey Pettice, UCF’s Institutional Relationships Executive, sat down with Tina Byles Williams, founder, CEO and Chief Investment Officer of Xponance, to discuss the importance of diversity in finance management, responsible investing strategies and which women have most inspired Williams herself. Click to watch the video.

UCF Expanding Team

UCF is actively seeking a highly motivated staff member to add to its Institutional Relationships Team. Read more to learn about the job description and to apply!

2022 Annual Report

UCF is pleased to share its 2022 Annual Report. The report highlights our commitment to supporting our clients’ missions, the 2022 investment commentary and market outlook, UCF’s financial position, updates on our responsible investing initiatives and a story from our client that illustrate the search for a trusted partner to help responsibly grow their endowment. Download and read today.

January 2023 Market Review

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

“Celebrating Black History Month is always important.” UCF Board Chair Reflects on Black History Month

UCF Board Chair Edith Guffey reflects on UCF’s commitment to racial equity and the continued work that needs to be done.

Q4 2022 Town Hall Recording

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 fourth quarter of 2022. Access the Town Hall recording, presentation slides and poll results!

UCF and Marguerite Casey Foundation Withdraw Shareholder Proposal at HCA Healthcare Following Productive Engagement

Following a productive dialogue with HCA Healthcare, UCF announced today that it had withdrawn a shareholder proposal concerning the availability of emergency abortions at the corporation’s member hospitals. Click to read more.

UCF Exceeds Goal in Asset Manager Diversity

UCF today announced that it exceeded goal in asset manager diversity by contracting of a new asset manager, Xponance, a Black-founded and majority Black-owned multi-strategy investment firm. Xponance will manage a portion of UCF’s large cap portfolio utilizing a passive, S&P 500 screened index strategy, consistent with UCF’s existing social screens.

December 2022 Market Review

This article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.

December 2022 Statements Available on the UCF Client Portal

December 2022 account statements are now available for viewing and download from your organization’s online client portal under Statements and Documents. Please read this article to learn more about the statement content.