July 2018 Market Review

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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.

Social Issues Proxy Voting Guidelines

The UCF Social Issues Proxy Voting Guidelines.

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.

Q3 2018 Performance Webinar

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

Q2 2018 Performance Webinar

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

Q1 2018 Performance Webinar

David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss events that impacted financial markets, UCF investment strategy and fund performance.

April 2018 Market Review

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

21% of Abbvie Shareholders Favor Report on How Drug Pricing Risks are Integrated Into Exec Incentive Programs

At today’s annual shareholder meeting for Abbvie a first-time shareholder proposal questioning the links between executive compensation packages and drug price increases received a solid show of support from investors, signaling to the board of directors that this issue is key to investor confidence about the long-term sustainability of the company.