A Blueprint For ESG Implementation

As environmental, social and governance (ESG) factors gain steam among asset owners, how they incorporate ESG factors in their investment decisions is taking an increasing import. FEMM questioned several funds to better understand these asset owner’s journeys to incorporate an … Continued

January Monthly Commentary

Equities started the year sharply lower as investors shunned risk amid concerns of a global slowdown in growth. The continued weakness in oil prices added to this risk aversion as oil hit a decade low of $26 before ending the … Continued

December Monthly Commentary

Global equities ended 2015 with a whimper as investors stayed on the sidelines while central banks in Europe and the US provided guidance on monetary policy. At home, the Federal Reserve raised rates, putting its target rate from 25-to-50 basis … Continued

Shareholder Activism Succeeds at American Electric Power

In 2014, the UUA co-filed a resolution with American Electric Power (AEP) requesting a review of the company’s public policy advocacy efforts on energy and climate change policy. In March of this year, Tim Brennan, CFO and Treasurer of the … Continued

November Monthly Commentary

Global equities were subdued in November amid tempered investor sentiment on the heels of October’s bounce back from third quarter losses. The S&P 500 rose 0.3% as positive economic data not only provided a supportive backdrop, but also increased the likelihood the … Continued

UUCEF, LLC Subscription Agreements Due Now

UUCEF investing congregations, IMPORTANT NOTICE: Congregations wishing to invest their assets in the UU Common Endowment as of January 1, 2016 must complete a new subscription agreement immediately. These documents were mailed to all investing congregations in October. If you … Continued

Socially Responsible Investing Committee Videos

It is often difficult for the members of the Socially Responsible Investment Committee to fully explain many aspects of the UUA SRIC. While the Investment Committee exists to ensure that we can continue to fund the UUA’s (and our congregation’s) mission, … Continued

Climate Change Toolkit

Many times the members of the UUA SRI Committee have questions from congregations, endowments and sometimes even institutional investors about what they can do with investment funds to impact climate change. CERES and their clean trillion campaign is one place that … Continued

UUA Signs Letter to the FDA

The UUA has long been concerned about the consequences of the systems of agriculture in use today, as reflected by our Ethical Eating Statement of Conscience. Additionally, UUA member congregations have a history of activism with corporations that engage in … Continued

October Monthly Commentary

Global equities roared back in October, mostly erasing September’s losses amid declining volatility and continued monetary accommodation from the major central banks. The S&P 500 gained 8.4% on the month as global easing provided a supportive backdrop for equities, even … Continued