United Church Funds’ investment funds should favor securities of companies and organizations which in their policies and actions work to promote human health and dignity, environmental integrity and moral responsibility, as expressed in the  Statement of Investment Policy. In determining the acceptable investment universe and applying exclusionary screens to those products or services that are not acceptable, UCF utilizes the historical teachings of the church and the resolutions of General Synod while maintaining focus on the responsibilities to the trust UCF clients have placed in us.

Exclusionary screens offer a backdrop for UCF’s SRI strategy, establishing the percentage of revenue a corporation may derive from particular products or services before its stock may no longer be held by UCF.

Recent Changes to the Screens

While UCF has made changes over the years, its screening policy has not been holistically examined since 2001. It was time to check in with the deeply held values of the church and figure out how best to express those values through our investment process. The modernized exclusionary screening will maintain its tobacco screen, military weapons, nuclear weapons, occupied territories and coal and tar sands oil screens. In addition, UCF’s investment managers should avoid companies whose practices within the following environmental, social and governance (ESG) impacts are unacceptable: firearms, private prison operation, human rights, environmental/greenhouse gas impact and responsible water use. Read the press release to learn more.

Purity Is Not the Goal

“Involvement in social transformation does not mean that any method of social action is automatically assumed to be “Christian;” it does mean, however, that priority is not given to efforts which certify that the Church’s financial holdings are themselves pure and untainted. Many times, of course, concern for effectiveness and purity may lead to identical action.” – Committee on Financial Investments (GS 69)


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