United Church Funds
- Professional Management
- Dedicated Infrastructure
- Strategic Asset Allocation
- Continuous Oversight
Professional Management Investing with a Mission: Performance Beyond the Numbers
Changing the World through Socially Responsible Investing
Established in 1909, United Church Funds helps churches and faith-based organizations make socially responsible investments (SRI) that improve the world we live in and reflect our shared values.
As part of our efforts, we work with ecumenical leaders and like-minded investors to actively address the environmental, social and governance (ESG) issues that make sustainable capitalism possible. We do this by:
- Investing in companies that operate responsibly and sustainably
- Providing a family of diversified funds managed for prudence and performance
- Observing the legal guidelines that govern faith-based institutional endowments
Aligning Purpose with Performance
Acting as the institutional investment ministry of the UCC, United Church Funds offers a family of expertly managed, well-diversified funds that blend values-aligned investments with competitive performance. We currently manage over $1B in assets from ministries across the investment spectrum – from small church reserve accounts to some of the denomination’s historic endowments.
As a trusted investment partner, we offer UCC churches and ministries the following advantages:
Investing with United Church Funds gives churches and UCC ministries access to the team, services, resources and modern portfolio management that adhere to – and build on – the values of the United Church of Christ. By seeking to align strong investment performance with our shared purpose, we make money more available for your ministry.
Mission
United Church Funds supports our clients’ missions and generates outstanding values-aligned investment performance.
Vision
Investment that creates a just world for all.
Our core values help us guide and measure our plans and our actions, as individuals and as an organization —
EXCELLENCE
We seek to operate at the highest level to provide accurate, high-performing, professional, reliable and sustainable results as a leader in our industry.
INTEGRITY
In every action and interaction, we seek to perform accountably, ethically, transparently — nurturing our relationships, our financial resources and our human assets.
RESPECT
In the tradition of faith, we engage with clients, colleagues and all others where they are— fostering respect, honoring their gifts and grounding our interactions in a spirit of welcome.
TRANSFORMATION
We evolve with you — our product offerings, capabilities and outlook provide solutions for our clients’ current and anticipated missional needs and challenges.
DIVERSITY
With the voices of many, we are greater. Our team, our partners and our acts will encourage the plurality of opinion that arises with intentional inclusion.
PROGRESSIVE ACTION
We commit to bold action in support of the environment and the global community — in doing so, we believe we are acting morally and also on behalf of our clients’ long-term financial health.