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.
This article summarizes the markets and our funds’ performance for the month of August 2019, provided by our Chief Investment Strategist David A. Klassen.
In light of the UNGA meeting, UCF is pleased to share some of the work we have accomplished to support the UN Sustainable Development Goals to guide the international community in common pursuit of solving the world’s problems. UCF has contributed to the positive outcomes of several global goals using our core socially responsible investing strategies of engagement, asset alignment and innovative product offerings.
Formally known as the Funds Description Statement, this eight-page document functions as a type of prospectus for United Church Funds, describing our various funds, policies, investment objectives and risks, considerations for fund selection and more.
This article highlights the concept of a spending policy based on Total Return – the contemporary and successor spending model to the outdated “save the principal, spend the income.”