“Celebrating Black History Month is always important.” UCF Board Chair Reflects on Black History Month

UCF Board Chair Edith Guffey reflects on UCF’s commitment to racial equity and the continued work that needs to be done.

Q4 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 fourth quarter of 2022. Access the Town Hall recording, presentation slides and poll results!

UCF and Marguerite Casey Foundation Withdraw Shareholder Proposal at HCA Healthcare Following Productive Engagement

Following a productive dialogue with HCA Healthcare, UCF announced today that it had withdrawn a shareholder proposal concerning the availability of emergency abortions at the corporation’s member hospitals. Click to read more.

UCF Exceeds Goal in Asset Manager Diversity

UCF today announced that it exceeded goal in asset manager diversity by contracting of a new asset manager, Xponance, a Black-founded and majority Black-owned multi-strategy investment firm. Xponance will manage a portion of UCF’s large cap portfolio utilizing a passive, S&P 500 screened index strategy, consistent with UCF’s existing social screens.

December 2022 Market Review

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

December 2022 Statements Available on the UCF Client Portal

December 2022 account statements are now available for viewing and download from your organization’s online client portal under Statements and Documents. Please read this article to learn more about the statement content.

Q4 2022 Investor Letter

The Q4 investor letter from Charles Buck, President and CEO that includes preliminary performance is now available. Click here to read and download the letter here.

UCF Client Portal: Video Tutorial

UCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.

UCF Client Portal: FAQ

UCF team has prepared this FAQ document to help clients navigate the new client portal, Innovue, and gain familiarity with the new functionalities.

An Apology and a Way Forward

UCF offers sincere apology for delays in retrieving account statements and delayed responses to your questions from our Client Services team. We are working around the clock to remedy the situation as soon as possible and thank your patience. UCF remains steadfast in our commitment to ensure we deliver first-rate service to all clients going forward.