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.

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:

  • Supporting diversity, equity and inclusion disclosure
  • 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
  • Corporate lobbying disclosure
  • Limiting emissions in alignment is Paris Accord  

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.

View our proxy voting disclosure page.

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 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.

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.
Discover What's new

News and resources

UCF Will Be at General Synod 33!

UCF, along with the UCC Financial Ministries, is proud to be a Gold-Level sponsor of the first ever Virtual General Synod, July 11-18. We invite you to visit our virtual booth and to attend our workshop.

UCF 2021 Shareholder Resolutions

On behalf of our clients, UCF works to encourage responsible corporate citizenship in the companies we invest in. One way we do this is by filling shareholder resolutions that bring up specific issues for vote by shareholders to help create a just world for all.

Amex Shareholders Overwhelmingly Support Diversity, Equity, Inclusion Disclosure

UCF, alongside shareholder advocacy group, As You Sow, co-filed a shareholder resolution asking for more data on the effectiveness of American Express’s diversity and inclusion program. A strong 60% majority of shareholders voted in favor of the resolution at the recent annual general meeting.