Fiduciary Focus: Talents, Stewardship and Stock Donations

In the most recent Fiduciary Focus, Matt Wagner, Vice President of Institutional Relationships, discusses contributing to a church’s or faith-based organization’s mission through appreciated securities, particularly stock donations, and the advantages of making this kind of donation. Read more.

October 2023 Market Review

This article summarizes the markets and our funds’ performance for the month of October 2023, provided by our Chief Investment Strategist David A. Klassen.

UCF Among Investors Calling for a Living Wage

UCF has proudly joined 135 other institutional investors in endorsing the Investor Statement in Support of a Living Wage. The statement represents a collective call to action for U.S. companies to pay a living wage to all their workers, in alignment with international human rights standards. Read more.

Q3 2023 Town Hall Recording

In the Q3 2023 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives and helped our clients make informed financial decision by sharing insights on market trends. Click to view the recording and download the presentation.

Lawsuits Threatens Shareholder Resolution Process

Lawsuits filed by the National Association of Manufacturers and the National Center for Public Policy Research seek to remove protections that allow a shareholder to bring critical issues to a vote at the annual shareholder meeting. The Interfaith Center on Corporate Responsibility is responding to the lawsuits by filing an amicus brief. Click to read more.

September 2023 Market Review

This article summarizes the markets and our funds’ performance for the month of September 2023, provided by our Chief Investment Strategist David A. Klassen.

UCF Statement on the Israel/Palestine Conflict

UCF has prepared a statement surrounding the Israel/Palestine conflict, reaffirming our commitment to implementing responsible investing strategies that will uphold peace, justice and human rights. Click to read more.

Sustainability Issues Galvanize Global Investors: Insights from PRI in Person

UCF recently attended PRI in Person conference as a demonstration of our commitment to collaborating with global investors around the evolving landscape of responsible investing and sustainability. Read the three key takeaways from this year’s conference.

Report to General Synod XXXIV on Addressing Climate Change

UCF has prepared a report to General Synod XXXIV of the United Church of Christ that outlines a review of actions and accomplishments in addressing climate change. Click to download the full report.