Values-Aligned Investing
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Low Environmental Impact -
Respect for Human Rights and International Law
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Corporate Diversity
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Accountability & Transparency
Aligning Your Investment with Your Values
UCF partners with faith and values-based peer investors to push companies in our portfolios to be more sustainable and responsible. We do this through the Interfaith Center for Corporate Responsibility, ClimateAction 100+ and other shareholder activism organizations.
UCF also develops and co-files shareholder resolutions for a vote at the Annual Shareholder Meeting and engages corporate management in dialogues via calls, meetings, and investor letters.
As a faith-based institutional investor, we favor securities of companies that demonstrate a commitment to promoting human health and dignity, environmental integrity and moral responsibility.
To ensure that the investment funds we offer continue to align with UCC teachings and the resolutions of General Synod, our screening policy excludes investments in companies with the following interests or characteristics:
- Tobacco
- Military and nuclear weapons
- Coal and tar sands
- Firearms
- Private prison operation
- Human rights violations, including in occupied territories
- Negative environmental or greenhouse impact
We use proxy voting guidelines to encourage responsible corporate citizenship in the companies in which we invest. These guidelines represent our stance on environmental, labor and equality issues and demonstrate faithful stewardship of our investments.
Proxy voting enables UCF to have a substantial impact on protecting the financial performance and maximizing the long-term sustainability of the companies in which we invest and to deliver added value to our clients.
Economic Leverage
Beyond Fossil Fuels
Supporting Sustainable Capitalism
As a leader in values-driven SRI investing, we aim to make sustainable capitalism possible. Through shareholder activism and collaboration with key players on global justice issue, we help companies forge new pathways towards responsible and sustainable operations – and create more opportunities to deliver greater long-term value to investors.
With sustainability becoming the new normal across every industry, and the impact of companies on society becoming more evident, UCF is proud to lead the charge in these efforts.