As we celebrate Women’s History Month in March and International Women’s Day on March 8, Stacey Pettice, UCF’s Institutional Relationships Executive, sat down with Tina Byles Williams, founder, CEO and Chief Investment Officer of Xponance, to discuss the importance of diversity in finance management, responsible investing strategies and which women have most inspired Williams herself. Click to watch the video.
UCF is actively seeking a highly motivated staff member to add to its Institutional Relationships Team. Read more to learn about the job description and to apply!
UCF is pleased to share its 2022 Annual Report. The report highlights our commitment to supporting our clients’ missions, the 2022 investment commentary and market outlook, UCF’s financial position, updates on our responsible investing initiatives and a story from our client that illustrate the search for a trusted partner to help responsibly grow their endowment. Download and read today.
This article summarizes the markets and our funds’ performance for the month of January 2023, provided by our Chief Investment Strategist David A. Klassen.
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!
Following a productive dialogue with HCA Healthcare, UCF announced today that it had withdrawn a shareholder proposal concerning the availability of emergency abortions at the corporation’s member hospitals.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 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.
This article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.
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.