November 2020 Market Review

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

Why is SRI More Important Than Ever Before?

US SIF’s 13th edition of Report of US Sustainable and Impact Investing Trends confirms the continued increase in responsible investing. Matthew Illian, Director of Responsible Investing shared his insight on what does this mean and why responsible investing is more important than ever?

October 2020 Market Review

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

Myth Busting: Do Exclusionary Screens Actually Hurt Performance?

In this article, Matthew Illian, Director of Responsible Investing discusses one of the biggest myths surrounding responsible investing.

UCF Calls on Corporations to Support Free and Fair Elections

UCF has joined a coalition of over 300 faith- and values-based investors, led by the Interfaith Center on Corporate Responsibility, that calls on corporations to leverage their collective voices and power to support free and fair elections.

Q3-2020 Town Hall Meeting Recording

UCF hosted a Town Hall meeting on October 27, 2020 to provide updates on market performance during the third quarter, strategies moving forward, as well as our responsible investing strategy and progress. The recording and presentation are now ready for viewing and download.

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.