Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses the importance of maintaining a long-term focus on investment strategies, even during challenging and uncertain times. Read the article.
Over the last two years, there has been a spectacular increase in investments that focus on or include environmental, social and governance (ESG) factors. UCF has prepared a report that examines the recent explosion of ESG investing universally, as well as the ways in which UCF, on behalf of its clients, has participated in and contributed to that growth. Download and read the report.
This article summarizes the markets and our funds’ performance for the month of July 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF hosted a quarterly Town Hall meeting on August 10 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 June 2021, provided by our Chief Investment Strategist David A. Klassen.
Account statements as of June 30, 2021, are available via the Client Access link. We have also prepared the Q2 investor letter from Charles Buck, President and CEO.
Matt Wagner’s latest fiduciary article discusses how the United Church of Christ General Synod resolutions guide United Church Funds’s investment decision-making processes, as well as how investors are helping to create a just world for all using their economic power.
UCF, along with the UCC Financial Ministries, is proud to be a Gold-Level sponsor of the first ever Virtual General Synod, July 11-18. We invite you to visit our virtual booth and to attend our workshop.
This article summarizes the markets and our funds’ performance for the month of May 2021, provided by our Chief Investment Strategist David A. Klassen.
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.