UCF hosted a quarterly Town Hall meeting on May 4, 2021 to share a review of UCF’s investment performance, organizational updates and the latest in our responsible investing efforts. Access the Town Hall recording recording, presentation slides and poll results!
This article summarizes the markets and our funds’ performance for the month of March 2021, provided by our Chief Investment Strategist David A. Klassen.
Matthew Illian, Director of Responsible Investing, discusses the pressure being applied to corporations to protect our planet and the strategic partnership to address climate issues.
UCF, along with its organizational partners that make up the Investors for Opioid and Pharmaceutical Accountability (IOPA), recently announced notable wins from 88 shareholder resolutions filed in the past three years. Read more about the accomplishments.
This article summarizes the markets and our funds’ performance for the month of February 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF is pleased to share its 2020 Annual Report. Join us as we reflect on a year spent strengthening our commitment to racial equity, increasing impact and supporting our clients’ mission through responsible investing initiatives.
UCF recently appointed Channing Capital, a minority-owned firm, as a Small Cap Fund Manager. Stacey Pettice, UCF Executive of Institutional Relationships, sat down with Wendell Mackey, Founder and Co-Chief Executive Officer, to discuss Channing Capital’s investment strategies and his view on responsible investing.
This article summarizes the markets and our funds’ performance for the month of January 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF has upgraded our phone system. Please use our toll-free line: 877-806-4989 or fax us at: 332-219-8758. As there may be delays in responses to phone and fax inquiries during this upgrade, please email us at [email protected] if you don’t receive a prompt response.