Values-Aligned Investing
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Low Environmental Impact -
Global Social Awareness & Action
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Corporate Diversity
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Accountability & Transparency
Aligning Your Investment with Your Values
Our membership in the Interfaith Center on Corporate Responsibility allows us to engage companies through shareholder action and provide expert guidance on corporate best practices.
We initiate dialogues, submit shareholder resolutions, and collaborate with global organizations to steer companies in a more responsible and sustainable direction, ensure a safer long-term investment for our clients and create a better world for future generations.
The issues we discuss during corporate engagements include:
- Operating within Humanitarian Rights Laws in International Zones of Conflict
- Fair and sustainable lending practices
- Access to healthcare and responsible domestic and global pharmaceutical pricing
- Responsible oversight of opioid distribution
- Aligning corporate executive compensation to sustainable practices
- Urging heavy carbon emitters to plan for a 2-degree Celcius increase in atmospheric temperature
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
- Cool 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.