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.
In response to a 2021 shareholder resolution co-filed by UCF, Norfolk Southern has responded by releasing its first ever Climate Lobbying report and financial contributions to seven different trade associations.
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.
As a responsible investor, UCF is committed to strengthening our efforts and taking concrete steps toward racial justice and equality. UCF will continue to work with our partners and on behalf of our clients to ensure that their investments make a positive impact on people’s lives, communities and the world. Read more on concrete steps UCF has taken toward racial justice and equality.
US SIF’s 13th edition of Report of US Sustainable and Impact Investing Trends confirms the continued increase in responsible investing. Matthew Illian, Director of Responsible Investing shared his insight on what does this mean and why responsible investing is more important than ever?