Pharma Accountability Coalition Notches Notable Wins

UCF, along with its organizational partners that make up the Investors for Opioid and Pharmaceutical Accountability (IOPA), recently announced notable wins from 88 shareholder resolutions filed in the past three years. Read more about the accomplishments.

February 2021 Market Review

This article summarizes the markets and our funds’ performance for the month of February 2021, provided by our Chief Investment Strategist David A. Klassen.

2020 Annual Report

UCF is pleased to share its 2020 Annual Report. Join us as we reflect on a year spent strengthening our commitment to racial equity, increasing impact and supporting our clients’ mission through responsible investing initiatives.

International Women’s Day: A Conversation with Women Executives at United Church Funds

To celebrate International Women’s Day, UCF spoke with four women on our team about the challenges and rewards of working in the financial sector.

Meet One of UCF’s Portfolio Managers: Channing Capital

UCF recently appointed Channing Capital, a minority-owned firm, as a Small Cap Fund Manager. Stacey Pettice, UCF Executive of Institutional Relationships, sat down with Wendell Mackey, Founder and Co-Chief Executive Officer, to discuss Channing Capital’s investment strategies and his view on responsible investing.

January 2021 Market Review

This article summarizes the markets and our funds’ performance for the month of January 2021, provided by our Chief Investment Strategist David A. Klassen.

UCF Upgrades Phone System

UCF has upgraded our phone system. Please use our toll-free line: 877-806-4989 or fax us at: 332-219-8758. As there may be delays in responses to phone and fax inquiries during this upgrade, please email us at [email protected] if you don’t receive a prompt response.

Q4-2020 Town Hall Meeting Recording

UCF hosted a quarterly Town Hall meeting on February 2, 2021 to provide updates on 2020 investment returns, investment strategies for 2021 and beyond, and updates on responsible investing efforts. The recording and presentation are now ready for viewing and download.

December 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of December 2020, provided by our Chief Investment Strategist David A. Klassen.

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.