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.
This article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.
The Q4 investor letter from Charles Buck, President and CEO that includes preliminary performance is now available. Click here to read and download the letter here.
This article summarizes the markets and our funds’ performance for the month of November 2022, provided by our Chief Investment Strategist David A. Klassen.
As we roll out UCF’s new Innovue client portal, we have learned of an issue that we are working to correct as quickly as possible. Rest assured that all of your accounts are safe and secure. Read more!
UCF introduces a new and improved online portal for all clients with enhanced security. The new portal, Innovue, will “go live” effective December 1, 2022. Read more.
This article summarizes the markets and our funds’ performance for the month of October 2022, provided by our Chief Investment Strategist David A. Klassen.
Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses and illustrates the impact of excess withdrawals. Read the article.
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 third quarter of 2022. Access the Town Hall recording, presentation slides and poll results!
This article summarizes the markets and our funds’ performance for the month of September 2022, provided by our Chief Investment Strategist David A. Klassen.