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

January Monthly Commentary

Emerging market stocks took the lead in January, bolstered by a strong showing of currencies, including the Brazilian real, Mexican peso and the South African rand. The MSCI Emerging Market Index gained 5.5% on the month. At home, the S&P … Continued

December Monthly Commentary

US equities continued to march upward in December, shrugging off an appreciating dollar and a rate hike from the Federal Reserve. The S&P 500 gained 2.0% on the month, racking up returns of 12.0% in 2016; the Russell 2000 gained … Continued

November Monthly Commentary

Equities confounded expectations, touching record highs in November, even as an unexpected outcome to the US presidential election heightened global uncertainties. The S&P 500 Index returned 3.7% last month, surpassing the 2200 price level for the first time on November … Continued

Socially Responsible Investing for the Individual

One of the most common questions we get at the Socially Responsible Investing Committee is “Can I invest in the UU Common Endowment Fund?  If not, how should I invest my personal funds in a socially responsible manner?” Because of … Continued

Transparency in Corporate Political Spending

The UUA often advocates for transparency in terms of political spending by corporations.  We believe that when companies spend shareholder resources, that those shareholders deserve to fully understand what those resources are supporting.  The UUA is leading or co-filing 7 … Continued

HP Back on the Approved List

The Socially Responsible Investment Committee has responsibility to advise the Investment Committee on how best to live up to UUA values in our Common Endowment Fund. This committee uses a consultant, Sustainalytics, to analyze the top thousand companies in the United … Continued