Helping Churches Manage Financial Assets Amid Uncertainty
A recording of a live meeting during AM21 meeting on December 8-9, 2020 focusing on helping churches manage financial assets amid uncertainty.
Q4-2020 Client Account Statements
Account statements as of December 31, 2020, are available via the Client Access link. We have also prepared the Q4 investor letter from Charles Buck, President and CEO.
Fiduciary Focus, Q1 2020: Gift Acceptance Policy
A Matthew Wagner, Vice President of Institutional Relationships, has prepared this article that lays out practices and strategies in creating a Gift Acceptance Policy – an essential but often overlooked section of endowment governance.
UCF Partners to Protect Human Rights
United Church Funds (UCF) has recently joined two investor initiatives aimed at protecting human rights, domestically and abroad. Supporting human rights efforts across international markets is part of UCF’s commitment to responsible investing and to upholding the United Church of Christ’s General Synod resolutions on human rights and economic justice.
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.