Account statements as of March 31, 2020 are available via the Client access link at the top of this page using your login and password. We have provided our investor letter from Charles Buck, President and CEO, and the preliminary performance information for Q1-2020.
Due to the COVID-19 (coronavirus) outbreak, and to protect our staff, their families and the public, United Church Funds’ New York City offices are closed until further notice. During this time, all operations including Client Services continue as normal, and email and phones will be monitored by staff, working remotely, during regular business hours (9:00 a.m. – 4:30 p.m., EDT)
Our quarterly Investment Webinar has a new look and format. The latest third-quarter webinar, featuring Minoti Dhanaraj, Senior Investment Analyst, and Matt Wagner, Director of Institutional Relationships, is shorter, with a quick recap of market highlights and answers to some of our clients’ questions.
In this webinar, Minoti Dhanaraj, Senior Investment Analyst, joins Kathryn McCloskey, Director, Social Responsibility, to discuss second-quarter investment performance; UCF’s investment strategy and positioning; and exciting news about the launch of the Just World Fund, a fixed income impact fund that offers a unique opportunity to invest in inclusive finance (impact investing).
In this webinar, David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss UCF’s investment strategy, global market themes and first quarter investment performance, with the S&P 500 producing its best quarterly return since the third quarter 2009.
David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss UCF’s investment strategy, the political and economic events that impacted returns, and fourth quarter investment performance.
Michael de Guzman, Portfolio Manager discusses fund performance, global markets, investment strategy and positioning, while Katie McCloskey, Director of Social Responsibility discusses changes to exclusionary screening that UCF will implement in January 2018.