September 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of September 2020, provided by our Chief Investment Strategist David A. Klassen.

Faith-based Investors Gather Virtually to Listen and Learn

Learn what responsible investors are talking about from Matthew Illian’s highlights of the recent fall conference of the Interfaith Center on Corporate Responsibility.

UCF Welcomes You

Welcome to UCF and thank you for allowing UCF to be your partner in financial stewardship. To help you navigate, understand and maximize the resources we offer, we have created a brief tutorial on navigating the most frequently visited pages of our website.

Q3-2020 Client Account Statements

Account statements as of September 30, 2020, are available via the Client Access link. We have also prepared the Q3 investor letter from Charles Buck, President and CEO.

Responsible Investing and the UCC

The United Church of Christ has a long and commendable legacy of turning to faith values to guide its economic practices. This legacy also guides UCF’s work in managing the assets of churches and faith-based institutions. View and download an infographic that shows the evolution of responsible investing in the UCC.

Fiduciary Focus, Q3 2020

Matthew Wagner, Vice President of Institutional Relationships, wrote this guide to help churches start the process of building a workable and effective investment policy.

August 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of August 2020, provided by our Chief Investment Strategist David A. Klassen.

Regulatory Update on Responsible Investing (2)

This article provides greater detail on our recent regulatory update on recently issued policy recommendations and legislation that affect shareholder resolutions and ESG investing.

Regulatory Update on Responsible Investing (1)

Matthew Illian, Director of Responsible Investing provides a summary and analysis of recently issued policy recommendations and legislation that affect shareholder resolutions and ESG investing.

UCF Investment Manager Updates – Q2 2020

At UCF, we are constantly communicating with and evaluating the investment managers we utilize within our funds, and we have made some significant change in the first half of 2020. We have eliminated Fiduciary Management and added Nuveen’s Core Impact Bond Strategy to our Fixed Income Fund.