July 2022 Market Review

This article summarizes the markets and our funds’ performance for the month of July 2022, provided by our Chief Investment Strategist David A. Klassen.

Q2 2022 Town Hall Recording

The UCF staff and investment team shared a review of UCF’s investment performance, organizational updates and the latest in our responsible investing efforts for the second quarter of 2022. Access the Town Hall recording, presentation slides and poll results!

June 2022 Market Review

This article summarizes the markets and our funds’ performance for the month of June 2022, provided by our Chief Investment Strategist David A. Klassen.

Fiduciary Focus: Staying the Course

Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses the importance of maintaining a long-term focus on investment strategies, even during challenging and uncertain times. Read the article.

May 2022 Market Review

This article summarizes the markets and our funds’ performance for the month of May 2022, provided by our Chief Investment Strategist David A. Klassen.

Pride Month: UCF Stands with the LGBTQ Community

This year’s Pride month celebrations are tinged with some concern and even outright fear that these hard-won rights may be threatened. UCF supports marriage equality rights for all and calls on businesses and investment allies to support the LGBTQ+ community. Read more.

Dollar General Workers Silenced — Again — at Shareholders’ Meeting

Dollar General workers traveled for nine hours by bus from Louisiana to attend a rally at corporate headquarters in Goodlettsville, Tennessee, on May 25, during the company’s 2022 annual shareholders’ meeting. They demanded better pay and safer working conditions, but were greeted with a closed door. Read more.

Translating Faith into Responsible Investing: The Growth of ESG Investing

Over the last two years, there has been a spectacular increase in investments that focus on or include environmental, social and governance (ESG) factors. UCF has prepared a report that examines the recent explosion of ESG investing universally, as well as the ways in which UCF, on behalf of its clients, has participated in and contributed to that growth. Download and read the report.

Meta Shareholders Set to Vote on Resolution Filed by UCF

UCF filed a shareholder resolution calling on Meta to prepare and publicly release a report disclosing its lobbying activities and payments. That resolution, known as Item No. 13, will be voted on at the 2022 Annual Meeting of Shareholders of Meta Platforms on May 25. Read more.

April 2022 Market Review

This article summarizes the markets and our funds’ performance for the month of April 2022, provided by our Chief Investment Strategist David A. Klassen.