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 … Continued
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 … Continued
We apologize for the delay in reporting for the April and now May performance and market values for the Common Endowment Fund. We know these delays create problems for you, and for your congregation’s reporting and accounting, and your time … Continued
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 … Continued
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; … Continued
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 … Continued
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 … Continued
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 … Continued
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 … Continued
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 … Continued