Lawsuits Threatens Shareholder Resolution Process

Lawsuits filed by the National Association of Manufacturers and the National Center for Public Policy Research seek to remove protections that allow a shareholder to bring critical issues to a vote at the annual shareholder meeting. The Interfaith Center on Corporate Responsibility is responding to the lawsuits by filing an amicus brief. Click to read more.

September 2023 Market Review

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

UCF Statement on the Israel/Palestine Conflict

UCF has prepared a statement surrounding the Israel/Palestine conflict, reaffirming our commitment to implementing responsible investing strategies that will uphold peace, justice and human rights. Click to read more.

Sustainability Issues Galvanize Global Investors: Insights from PRI in Person

UCF recently attended PRI in Person conference as a demonstration of our commitment to collaborating with global investors around the evolving landscape of responsible investing and sustainability. Read the three key takeaways from this year’s conference.

Report to General Synod XXXIV on Addressing Climate Change

UCF has prepared a report to General Synod XXXIV of the United Church of Christ that outlines a review of actions and accomplishments in addressing climate change. Click to download the full report.

August 2023 Market Review

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

UCF Lauds Dollar Tree Settlement with OSHA

On August 23, Dollar Tree, Inc., one of the nation’s largest retailers, reached a wide-ranging worker safety agreement with the Occupational Safety and Health Administration (OSHA). While the OSHA settlement marks a significant advancement in workers’ rights, it falls short of UCF’s goals. Click to read more.

July 2023 Market Review

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

Q2 2023 Town Hall Recording

In the Q2 2023 Town Hall Meeting, the UCF team delved into the upward market trends, fund performance and the profound impact of clients’ investments in shifting the conversation on environmental, social and governance (ESG) practices through multi-year shareholder engagements. Click to view the recording and download the presentation.

June 2023 Market Review

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