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
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
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
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
Action Required To Remain Invested In The UUCEF! On October 9th the UUCEF, LLC mailed out a new Investment Information Memorandum, Subscription Agreement and, Operating Agreement. If you have not already received your package you should be receiving it very shortly. We … Continued
Global equities were mostly negative in September as continuing growth concerns in China permeated markets and worried investors and central bankers alike. In the US, the Federal Open Market Committee (FOMC) elected not to raise its target interest rate. As … Continued
August was a difficult month as China’s surprise devaluation of the yuan fueled concerns around global growth and unleashed a wave of volatility, sparing few asset classes. For instance, the MSCI EM Index fell 9% as emerging market equities—especially China’s … Continued
Dear Client, As you are aware, the global equity markets continued to sell off today. As the U.S. markets close this afternoon, we would like to take this opportunity to point out the following: We believe the recent, sharp decline … Continued
In light of the recent market volatility, we wanted to share some market performance as well as an estimate of the UUA returns for both August and the YTD period. Index returns for the month of August are roughly as … Continued
The Greek debt crisis and a steep sell-off of overheated local equities in China dominated headlines in July. However, it was slowing growth out of China—the world’s second largest economy—that seemed to have the most pervasive impact on markets. Commodity … Continued