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This article summarizes the markets and our funds’ performance for the month of October 2024, provided by our Chief Investment Strategist David A. Klassen.

In the Q3 2024 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives as well as market performance and trends to help our clients make informed financial decision. Click to view the recording and download the presentation.

This article summarizes the markets and our funds’ performance for the month of September 2024, provided by our Chief Investment Strategist David A. Klassen.

Register today to join our quarterly Town Hall Meeting on Thursday, November 14 at 5:00 p.m. ET. Click to learn more.

UCF is dedicated to addressing the urgent need to combat the impacts of climate change. By aligning our investment strategies with sustainable practices, UCF advocates for environmental equity and promotes a just and sustainable future. Click to learn about our progress over the last ten years.

This article summarizes the markets and our funds’ performance for the month of August 2024, provided by our Chief Investment Strategist David A. Klassen.

UCF is excited to introduce our brand-new podcast, Just Investing, to tackle big questions the world of responsible investing. The podcast will feature powerhouse guest who are some of the voices leading the charge for a future in which every investment is a step toward a better world. Listen and subscribe today!

This article summarizes the markets and our funds’ performance for the month of July 2024, provided by our Chief Investment Strategist David A. Klassen.

Following a 2024 shareholder resolution by UCF and a group of other responsible shareholders, including Green Century Funds and the Presbyterian Church (U.S.A), American International Group has announced that it will publish a roadmap explaining how it will fulfill its climate goals and address climate risk. Read more.

In the Q2 2024 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives as well as market performance and trends to help our clients make informed financial decision. Click to view the recording and download the presentation.