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 … Continued

May Reporting Delay

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

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 … Continued

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 … Continued

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 … Continued

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 … Continued

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 … Continued

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 … Continued