In addition to the monthly commentary provided by our consultants, NEPC, here are some of their thoughts on Brexit. The outcome of the United Kingdom’s referendum to leave the European Union has stunned forecasters and market participants. Markets responded in dramatic … Continued
Global equity market returns in June were marked by anticipation of and then fallout from Britain’s referendum to exit the European Union. Leading up to the vote investors expressed cautious optimism as polls remained tight but markets were mostly pricing in … Continued
Wondering how the UUA defines divestment and negative screening? Those definitions were provided at this year’s General Assembly. Divestment is the act of publicly and intentionally selling shares of a company as a part of a vocal movement due to … Continued
US equity returns were modestly positive in May as investors digested mostly lukewarm economic data. The S&P 500 returned 1.8% and the Russell 2000 gained 2.3% on the month. The month began with investors speculating the Federal Open Market Committee might … Continued
A quick update to UUCEF unit holders regarding the annual shareholder meeting at Exxon Mobile. Shareholder pressure is increasing for various types of responses to climate change. We are hopeful that this proxy voting season will result in progress on the … Continued
The UUA has long been a leader in shareholder advocacy on environmental issues—a role that was affirmed by the 2014 business resolution on fossil fuel divestment. Working with other active shareholders and advocates, the UUA is helping to uncover deceptive and … Continued
SEC Issues No-Action Letters Regarding Shareholder Proposals Contested on “Substantial Implementation” Grounds 03/10/2016 Bruce Newsome , Weston Love On February 12, 2016, the Securities and Exchange Commission (the “SEC”) issued18 no-action letters concerning requests to exclude proxy access shareholder proposals from proxy materials … Continued
Global markets were calmer in April following a volatile first quarter amid easing concerns of a sharp economic slowdown in China and as the Federal Reserve reconfirmed a gradual pace to increasing interest rates. The S&P 500 gained 0.4% while … Continued
Did you know that you can access your monthly and year-to-date statements online? If you’d like to sign up for online access please click on the “Reports” tab and from the dropdown menu select “Forms and Sign up for Online … Continued
Today, the UUA Socially Responsible Investment Committee (SRIC) is announcing that the UUCEF (Unitarian Universalist Common Endowment Fund) has a new screen that places a spotlight on human rights. Previously, human rights was merged in our screening process with other … Continued