This article summarizes the markets and our funds’ performance for the month of November 2022, provided by our Chief Investment Strategist David A. Klassen.
As we roll out UCF’s new Innovue client portal, we have learned of an issue that we are working to correct as quickly as possible. Rest assured that all of your accounts are safe and secure. Read more!
UCF introduces a new and improved online portal for all clients with enhanced security. The new portal, Innovue, will “go live” effective December 1, 2022. Read more.
This article summarizes the markets and our funds’ performance for the month of October 2022, provided by our Chief Investment Strategist David A. Klassen.
Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses and illustrates the impact of excess withdrawals. Read the article.
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 third quarter of 2022. Access the Town Hall recording, presentation slides and poll results!
This article summarizes the markets and our funds’ performance for the month of September 2022, provided by our Chief Investment Strategist David A. Klassen.