The UUA recently completed the transition of its custodial services for the UUCEF from State Street Bank and Trust to U.S. Bank N.A. If you or anyone in your office has a UUCEF Contribution Form on file, please dispose of … Continued
Global equities rallied in February as international stocks got a boost from positive economic data and domestic equities were bolstered by expectations of corporate tax reform and deregulation. The S&P 500 returned 4.0% as major US indices hit record highs … Continued
Emerging market stocks took the lead in January, bolstered by a strong showing of currencies, including the Brazilian real, Mexican peso and the South African rand. The MSCI Emerging Market Index gained 5.5% on the month. At home, the S&P … Continued
US equities continued to march upward in December, shrugging off an appreciating dollar and a rate hike from the Federal Reserve. The S&P 500 gained 2.0% on the month, racking up returns of 12.0% in 2016; the Russell 2000 gained … Continued
Equities confounded expectations, touching record highs in November, even as an unexpected outcome to the US presidential election heightened global uncertainties. The S&P 500 Index returned 3.7% last month, surpassing the 2200 price level for the first time on November … Continued
One of the most common questions we get at the Socially Responsible Investing Committee is “Can I invest in the UU Common Endowment Fund? If not, how should I invest my personal funds in a socially responsible manner?” Because of … Continued
The UUA often advocates for transparency in terms of political spending by corporations. We believe that when companies spend shareholder resources, that those shareholders deserve to fully understand what those resources are supporting. The UUA is leading or co-filing 7 … Continued
The Socially Responsible Investment Committee has responsibility to advise the Investment Committee on how best to live up to UUA values in our Common Endowment Fund. This committee uses a consultant, Sustainalytics, to analyze the top thousand companies in the United … Continued
The Principles for Responsible Investment (PRI) has posted a new podcast highlighting findings from The Climate Accountability Scorecard: Ranking Major Fossil Fuel Companies on Climate Deception, Disclosure and Action, a Union of Concerned Scientists report. Please listen to Kathy Mulvey’s, … Continued
US equities sold off in October ahead of the presidential elections on November 8. The S&P 500 lost 1.8% on the month and the Russell 2000 fell 4.8% amid lackluster earnings reports. Emerging market equities eked out modest gains generated … Continued