Who We Are
Investing with UUCEF
The Unitarian Universalist Common Endowment Fund (UUCEF) is available for the investment of endowment funds, trust funds, and other assets of UU congregations that have a long-term investment perspective and the need for income to support their missions. Formerly known as the General Investment Fund, the Common Endowment Fund received its new name in June 2008. In October of 2012 became it’s own separate entity known as the Unitarian Universalist Common Endowment Fund, LLC.
Fund Performance
| Period Ending 8/31/2025 | Net Asset Value $13.4329 |
|---|---|
| Last Month | 1.9% |
| 1 year | 8.5% |
| 3 years | 9.4% |
| Ending Market Value | 285,000,304 |
The Latest News & Updates
View all
Why Invest with UUCEF?
Well-Managed and Efficient
The Fund is under the oversight of the Board and the Investment Committee who selects professional outside advisors and Investment Managers. Collectively, these groups and individuals work to set investment policies, determine asset allocation targets, select and monitor investment managers and regularly rebalance the Fund to maintain its strategic asset allocation targets.
Simplify a Challenging Responsibility
When managing an endowment, UU Congregations face an increasingly complex set of challenges. Establishing investment policies, implementing an asset allocation strategy, selecting investment advisors or managers, rebalancing the portfolio, monitoring performance and, controlling costs are but a few examples of the challenges that must be met and with each comes its own risks. The UUCEF manages all of these challenges and more. So why not invest your endowment in the UUCEF and transfer the responsibilities to a team of UUA committee members, staff and outside professional managers and advisors and take advantage of a comprehensive approach already in place?
Invest With Your Values
When a UU Congregation becomes an investor in the UUCEF, its voice is amplified by joining with other investors in the Fund, to the extent that the assets are directly managed on behalf of the UUA or in certain selected investment vehicles that apply SRI criteria in selecting their investments. We believe this gives UU Congregations an opportunity to have a more powerful and wide-ranging impact on corporate behavior and other issues of deep concern to Unitarian Universalists. Currently 72% of the UUCEF is managed by firms that apply Environmental, Social, and Governance (EGS) criteria or that screen out certain industries.
Helpful Resources
Documents & Events
Ensuring Aligned Investments
Socially Responsible Investing
Socially Responsible Investing (SRI) is ensuring that our investments are aligned with our values. The UUA has been strongly committed to SRI for over forty years. Our commitment springs from our faith, and from our deep conviction in the dignity of all human beings.
Shareholder Activism
Proposing and representing resolutions at annual stockholder meetings to encourage companies to adopt policies consistent with your values.
Proxy Voting
Using your shareholder voting power to vote on important issues of corporate governance, and proposed shareholder resolutions, through the annual proxy voting process.
Investment Screening
Trying to avoid doing unnecessary harm, such as by avoiding investments in companies that are serious polluters, employ sweatshops, or have racist or sexist policies.
Community Investing
Setting aside some portion of funds, often 5%, to be invested in local businesses that generate jobs and opportunities in addition to an attractive return.