NewsSRI

UN Declaration of Human Rights Turns 70

UCF joins other members of the Investor Alliance for Human Rights (IAHR) in celebrating the 70th anniversary of the UN Declaration on Human Rights. We are proud to be a member of the IAHR which interprets human rights to be one aspect of investors’ responsibility when making investment decisions.
Investment Updates

October 2018 Market Review

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Investment Updates

October 2018 Market Commentary

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Investment Updates

August 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of August 2018, provided by our Chief Investment Strategist David A. Klassen.
Investment Updates

July 2018 Market Review

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Investment Updates

Q2 2018 Market and Performance Update

Following is a summary of the markets and our funds’ performance for the second quarter of 2018, provided by our Chief Investment Strategist David Klassen.
Brochures

Social Issues Proxy Voting Guidelines

The UCF Social Issues Proxy Voting Guidelines.
Planned Giving

Introduction to Charitable Gift Annuities

Milly Hernandez, Client Service Team Leader and Planned Giving Associate and Don Hill, President, Don Hill Consulting, explain the key aspects of Charitable Gift Annuities, one of the most popular ways to make a planned gift.
Webinars

Q3 2018 Performance Webinar

David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss UCF investment strategy, fund performance and market events.
Planned Giving

Five Steps to A Successful Planned Giving Program

In this webinar in which Howard Hawkins, Director, Business Development at UCF and Don Hill, President, Don Hill Consulting, share the Five Steps To A Successful Planned Giving Program.