October 2019 Market Review

This article summarizes the markets and our funds’ performance for the month of October 2019, provided by our Chief Investment Strategist David A. Klassen.

Meet UCF’s Investment Manager: Baillie Gifford

UCF recently sat down with Iain Campbell, Investment Manager at Baillie Gifford. In this short video, Iain Campbell shared what Baillie Gifford does for UCF clients, what sets Baillie Gifford apart from other investment managers, and the latest environmental, social and governance developments at Baillie Gifford. 

Matt Wagner Earns Accredited Investment Fiduciary Analyst Designation

Matthew W. Wagner, Director of Institutional Relationships at UCF, has earned the Accredited Investment Fiduciary Analyst designation from the Center for Fiduciary Studies, the standards-setting body for Fi360.

Principles for Responsible Investment Conference Highlights

UCF attended the PRI in Person event last September. As a signatory, UCF commits to incorporating ESG issues into our investment policy, analysis and decision-making. Learn more about what happened during the PRI in Person in this article.

September 2019 Market Review

This article summarizes the markets and our funds’ performance for the month of September 2019, provided by our Chief Investment Strategist David A. Klassen.

Investors’ Role in Combatting the Climate Crisis Emphasized at UN Climate Week, PRI in Person Event

United Church Funds recently took part in two significant events – the UN Climate Week as well as the PRI in Person Event. The new concepts and frameworks that the PRI in Person and the UN Climate Week provided will arm us with the implements to continue to improve our own climate response and responsible investing platform.

August 2019 Market Review

This article summarizes the markets and our funds’ performance for the month of August 2019, provided by our Chief Investment Strategist David A. Klassen.

Creating a Just World Through Values-aligned Investing

In light of the UNGA meeting, UCF is pleased to share some of the work we have accomplished to support the UN Sustainable Development Goals to guide the international community in common pursuit of solving the world’s problems. UCF has contributed to the positive outcomes of several global goals using our core socially responsible investing strategies of engagement, asset alignment and innovative product offerings.

Q2 2019 Performance Webinar

In this webinar, Minoti Dhanaraj, Senior Investment Analyst, joins Kathryn McCloskey, Director, Social Responsibility, to discuss second-quarter investment performance; UCF’s investment strategy and positioning; and exciting news about the launch of the Just World Fund, a fixed income impact fund that offers a unique opportunity to invest in inclusive finance (impact investing).

New Account Application

Formally known as the Funds Description Statement, this eight-page document functions as a type of prospectus for United Church Funds, describing our various funds, policies, investment objectives and risks, considerations for fund selection and more.