May Monthly Commentary

Global equities forged ahead in May with international stocks continuing to lead the way. The MSCI EAFE Index returned 3.7% on the month as investors took comfort in the victory of centrist candidate Emmanuel Macron in the French presidential elections. … Continued

A Huge Vote on Climate Change by ExxonMobil Investors

Financial firms lead shareholder rebellion against ExxonMobil climate change policies   By Steven Mufson    Washington Post ExxonMobil failed to fend off a shareholder rebellion over climate change, as investors with 62.3 percent of shares voted to instruct the oil giant … Continued

April Monthly Commentary

Global Bonds Citi World Gov’t   1.3% 2.9 -3.6 -1.1 -0.6 Global equities continued their steady march upwards in April, driven by a positive uptick in economic indicators and moderating geopolitical concerns. Non-US stocks led the charge with international developed … Continued

SRIC Conducts Due Diligence on HPQ and HPE

On November 23, 2016, the Socially Responsible Investing Committee (SRIC) announced that HP Inc. (HPQ) was no longer going to be screened out of the Unitarian Universalist Common Endowment Fund (UUCEF). While we did announce that HPQ had become eligible … Continued

March Monthly Commentary

US equities went out like a lamb in March after coming in like a lion at the beginning of the year. Domestic stocks fell broadly in the aftermath of the GOP’s failure to repeal and replace Obamacare as investors questioned … Continued

UUCEF Changes Custodial Bank

The UUA recently completed the transition of its custodial services for the UUCEF from State Street Bank and Trust to U.S. Bank N.A. If you or anyone in your office has a UUCEF Contribution Form on file, please dispose of … Continued

February Monthly Commentary

Global equities rallied in February as international stocks got a boost from positive economic data and domestic equities were bolstered by expectations of corporate tax reform and deregulation. The S&P 500 returned 4.0% as major US indices hit record highs … Continued