Earlier this year, the UUA Board of Trustees voted to increase the allocation of the UU Common Endowment Fund to community investing from one percent to five percent of the portfolio. Based on the market value of UUCEF assets as … Continued
Volatility roiled markets in the first quarter as investors grappled with the potential economic fallout of the COVID-19 pandemic. Economies across the world screeched to an abrupt halt in the face of travel restrictions and containment efforts, sending the CBOE … Continued
A message from the UUA’s Treasurer, Andrew McGeorge, and Investment Committees. Dear Investors: We hope that you are well. The growing concern about the spread of the new coronavirus (COVID-19) has rattled markets as investors struggle to assess the full … Continued
A message from NEPC, the UUCEF’s investment advisory firm. The rapid spread of the new coronavirus (COVID-19) has rattled markets as investors struggle to assess the full extent of its economic impact. While its toll over the long term on … Continued
February marked a particularly volatile month for capital markets with fears intensifying over the new coronavirus (COVID-19) turning into a pandemic as the number of new cases appearing outside of China outpaced those within China. In response, the CBOE Volatility … Continued
For the third year in a row, the Unitarian Universalist Association filed a shareholder resolution with Blackrock asking the company to improve its disclosure of lobbying expenditures and policies. The proposal was nearly identical to that in the 2019 proxy statement. … Continued
After turning in a stellar performance in 2019, equities initially started the new decade on a high note, bolstered by a trade pact between the United States and China. However, optimism quickly gave way to fear amid the outbreak of … Continued
The Securities and Exchange Commission (SEC) has announced new rules that would severely limit the ability of investors to file shareholder resolutions. The SEC proposals are a particular threat to proposals addressing environmental and social issues. On January 28, the … Continued
This week, ExxonMobil quietly published its 2020 Energy & Carbon Summary, the company’s latest report in response to rising shareholder demands for improved climate risk disclosure. Kathy Mulvey, Chair of the UUA Socially Responsible Investing Committee, says investors should not be duped by … Continued
Global equities went out with a bang, building on their already robust returns for the year, with the MSCI ACWI Index up 26.5% in 2019. US stocks led the charge with the S&P 500 Index returning 31.5% for the 12 … Continued