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
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 … Continued
Markets ended the year with a whimper in December as post-election euphoria waned in the United States. Domestic equities finished the month down 2.4% with value stocks bearing the brunt of the losses with declines of 6.8%; meanwhile, growth stocks … Continued
The Unitarian Universalist Association (UUA) is announcing that it has appointed Mathew Jensen, CFA, as its Senior Investment Officer. In this role, he will provide investment leadership and oversight for the Unitarian Universalist Association’s Common Endowment Fund. “We are excited … Continued
This month the Unitarian Universalist Association (UUA) Common Endowment Fund was profiled in the Financial Times’ Mandate Wire publication. They highlighted the UUA’s focus on climate-related investments, diverse-owned investment managers, and socially responsible investing, with a careful eye on global … Continued
Following the U.S. elections, markets were quick to digest a mix of higher growth but potentially inflationary policies around tariffs, taxes, immigration and deregulation. In response, U.S. equities significantly outperformed in November with small-cap stocks leading the charge in anticipation … Continued
We are occasionally asked about Vanguard relative to the UUA Common Endowment Fund. This recent report by the independent non-profit Reveal: “Your Retirement Investments Are Probably Fueling Climate Change” explores the environmental impact of fossil fuel investments by major asset … Continued