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Global markets experienced mixed performance in March: U.S. markets declined on concerns over growth, inflation and tariffs. Lan Cai, Chief Investment Officer, summarizes market performance for the month of March 2025. Click to read more.

Join us at our quarterly town hall meeting on Thursday, May 15 at 5:00 p.m. ET. Get market insight, stay updated on UCF’s new initiatives, connect with like-minded investors and engage in real-time discussions during the Q&A.

UCF, in collaboration with the Investor Advocates for Social Justice, has reached an agreement with JPMorgan Chase, marking significant progress in advancing Indigenous rights within the financial sector. Click to read how investor advocacy is driving positive change.

Lan Cai, Chief Investment Strategist, takes a closer look at the evolving market landscape—highlighting the recent tariff announcements, market reactions and potential scenarios ahead. Click to read the statement.

Rewired corporate responsibility executive Connie Lindsey joins UCF to explain why there’s cause for hope, even in these troubling times. Listen to the latest episode of Just Investing Podcast today!

Global markets had mixed performance in February, as U.S. markets declined on concerns over growth, inflation and tariffs. Lan Cai, Deputy Chief Investment Officer, summarizes market performance for the month of February 2025. CLICK to read more.

In celebration of Women’s History Month, UCF honors the incredible contributions of women throughout history, including those in church and religious settings, while acknowledging the ongoing challenges in achieving equal representation. Read about how UCF is working on behalf of clients to push for women’s inclusion in the corporate world.

State Attorneys General jump into the fight over DEI, and big changes at the SEC shift power from the federal government to the Board Rooms. Then William Burckart joins Adam and Matthew to shed light on the cutting-edge field of systems-level investing. Listen to the latest episode of Just Investing Podcast!

We’re pleased to share “Investing with Faith and Purpose,” UCF’s 2024 Annual Report! This year’s report showcases the impactful work UCF is doing in climate justice through our Beyond Fossil Fuels Funds, highlights our powerful strategic partnerships and provides insights into market trends and fund performances. Dive into the report and discover how your investments make a real difference!

This article summarizes the markets and our funds’ performance for the month of January 2025, provided by our Chief Investment Strategist David A. Klassen.