Socially Responsible Investing Versus Standard Funds

To many of the visitors to the UU Common Endowment Fund (UUCEF) booth at General Assembly 2017, one of the main questions their congregations have is about the relative performance of SRI [Socially Responsible Investment] versus standard funds.  In the … Continued

August Monthly Commentary

Global equities closed out August in the black with emerging markets continuing to lead the charge. The MSCI EM Index increased 2.2%, bolstered by a weak dollar and positive economic data out of China. With nine consecutive months of gains … Continued

July Monthly Commentary

Global equities got another solid month under their belt with emerging markets still leading the way in July. The MSCI EM Index gained 6.0% and was bolstered by dovish comments from the Federal Reserve. Non-US developed market stocks were in … Continued

The Value of the Shareholder Proposal Process

By Julie Fox Gorte, Pax World Management, and Tim Smith, Walden Asset Management, on Tuesday, July 11, 2017 Julie Gorte, Ph.D., is Senior Vice President for Sustainable Investing at Pax World Management; Tim Smith is Director of ESG Shareowner Engagement at … Continued

June Monthly Commentary

Global equities were modestly up in June with the MSCI ACWI Index returning 0.5%. At home, small-cap stocks bested large-cap equities with the S&P 500 Index gaining 0.6% and the Russell 2000 Index returning 3.5%. In Europe, stocks sold off … Continued

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