Aligning Your Investment with Your Values

As a ministry of the UCC, we believe faith-based investing should align with the principles of the UCC. To accomplish this, we use a multilayered strategy that leverages corporate engagements, exclusionary screenings and proxy votings to influence companies, improve the world in which we live and deliver better long-term performance.

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

We use stock ownership to engage corporations in dialogue and promote shareholder action towards more sustainable, socially responsible activities.

Beyond Fossil Fuels

We lead the way in excluding certain companies paired with shareholder activism around climate issues by engaging in discussions and co-filing shareholder resolutions to effect meaningful change.

Supporting Sustainable Capitalism

As one of the leaders in values-driven, responsible investing, UCF aims to make sustainable capitalism possible. Through shareholder activism and collaboration with key players on the global justice issue, we help companies forge new pathways toward responsible and sustainable operations – and create more opportunities to deliver greater long-term value to investors.

Over the last two years, there has been a spectacular increase in investments focusing on environmental, social, and governance (ESG) factors. Accordingly, UCF has prepared a report that examines the recent explosion of ESG investing universally and how UCF has participated in and contributed to that growth on behalf of its clients.

Our Investments

We provide a family of 11 traditional funds and three alternative funds that offer the performance and flexibility to meet your timeline, risk tolerance and return objectives.
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News and resources

Reproductive Rights: UCF Turns to States and Companies

In the wake of the Supreme Court draft majority opinion that would overturn Roe v. Wade, UCF will continue the fight for legal abortion and women’s reproductive rights by focusing attention and engagement on states and large employers. Read more.

UCF Pushes for Independent Chairperson at Gilead

UCF’s Director of Responsible Investing, Matthew Illian, presented the following remarks at the Gilead Sciences Corporation meeting of shareholders on May 4, 2022, regarding a shareholder resolution calling for an independent Board Chair.

Will Russia’s War Set Back Sustainable Investing?

As the war in Ukraine rattles global energy markets, sustainable investors worry that the calls to address global climate concerns are getting drowned out by the cacophony of short-term energy needs. How does this affect the progress of sustainable investing?