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UCF’s Director of Responsible Investing, Matthew Illian, sat down with Fiona Reynolds, Chair of the UN Global Compact Network Australia. In this interview, Fiona shares her insight on the Paris Accord Goal of Net Zero, a new initiative named Finance for Peace and the role of faith-based institutions and their investment decision in helping to achieve sustainable development goals

UCF has prepared this video to help our clients get the most of the UCF’s client portal.

UCF is thrilled to welcome Kelsey Rose as the newest addition to our team. Kelsey joins three other team members who came on board this past year in the client services and accounting teams. With a strong team, we look forward to continuing to serve our clients and further their missions in the years to come.

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.

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 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.

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 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.

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