Faith-Consistent Investing
The below article was recently published by the Interfaith Center on Corporate Responsibility (ICCR). The UUA works together with other religious organizations through ICCR on shareholder advocacy. Why Faith Groups Have Historically Practiced Sustainable and Responsible Investing Religious organizations steward their organizational finances and the investments managed on behalf of their constituents and beneficiaries in alignment […]
May Monthly Commentary
The adage, “Sell in May and go away,” did not hold in 2025 as global equities posted strong returns on the back of a broad de-escalation in tariff rhetoric following news of a 90-day tariff truce between the U.S. and China, an agreement with the U.K. to cut tariffs, and delayed implementation of a 50% […]
Where to find the UUCEF Investment Committee and our new Senior Endowment Officer at GA
At this year’s General Assembly, members of the Common Endowment Fund (CEF) and Investment Committee (IC) will be actively engaged in several key sessions. Highlights include “Sustainable Banking for Congregations” on Thursday at 1pm, featuring Mathew Jensen and Randy Webb; the FY25–26 UUA Budget Hearing at 4pm with Dave Valentine and David Stewart; and the […]
April Monthly Commentary
Global equities moved sharply lower at the beginning of April on the heels of stiff tariffs announced by the U.S. administration. On April 2, President Trump declared a 10% baseline tariff rate on imported goods from all countries and higher reciprocal tariffs on around 60 countries and regions with which the U.S. has significant trade […]
Announcing the release of the New UUCEF Online Access Portal!
The UUCEF is pleased to announce it will be releasing the new client online access portal on June 2nd. We’ve been listening to your thoughts and ideas regarding the limits and frustrations you’ve experienced with our online access tools. We are now ready to reveal a new portal with enhanced features. Included in the new […]
March Monthly Commentary
Equities retreated in March amid a flurry of headlines around tariffs, and weakening sentiment among households, consumers and small businesses. The heightening concern around growth and inflation is in contrast to an otherwise solid showing by the U.S. economy: headline consumer price inflation for February rose a modest 0.2% reflecting a 2.8% increase over the […]
February Monthly Commentary
In another noisy month for markets, a flurry of headlines around potential policy changes from the Trump Administration fueled widespread uncertainty, weighing down sentiment and reigniting concerns around economic growth. As a result, U.S. equities underperformed their global counterparts and value equities outperformed growth stocks. Notably, the S&P 500 Index fell 1.3% in February, with […]
Investment Guidelines of the Common Endowment Fund
On our February 25 Quarterly Investor Call, we received several questions from Congregations regarding the investment guidelines of the Common Endowment Fund (CEF’s)– notably around weapons, human rights and energy. As mentioned on the call, we promised a follow-up post to UUCEF.org summarizing the relevant guidelines, with the entire list available in the posted Investment […]
January Monthly Commentary
Markets began the year on a rocky note but ended the month in the black across most major indexes. During this period, U.S. equities were up 2.8% with value stocks leading the way. Growth and AI-related stocks stumbled on the news that DeepSeek’s AI model could potentially produce results similar to its peers at significantly […]
June Monthly Commentary
Markets surged in June, setting new records, amid fading concerns around tariffs, and the passing of Trump’s so-called Big Beautiful Bill. During this period, the S&P 500 gained 5.1%, hitting a new high. Small-cap equities led the way with the Russell 2000 up 5.4%; growth outperformed value with the Russell 1000 Growth returning 6.4% compared […]