Global markets seesawed in June as investors turned their attention to Greece’s negotiations with its creditors and deliberated the likelihood of yet another bailout. In the early part of the month, developed market equities responded positively as Greece and its … Continued
In past years, it has been one of the UUA’s Socially Responsible Investment Committees’ goals to bring increased responsibility and change to the financial industry. In the past, notions about fiduciary responsibility have often superseded the responsibility that some investors … Continued
US equities bounced around in May with trading marked by low volume and changing sentiment as investors grappled with the potential impact of mixed economic data on the Federal Reserve’s timing of a rate increase. Smaller-cap issues fared better than … Continued
International equities surged in April, with the MSCI EAFE Index gaining 4.1%, as monetary easing policies in Europe and Japan emboldened investors. Emerging market stocks also rallied as investors embraced the likelihood that the Fed would delay raising rates in … Continued
This spring for the first time, resolutions are appearing on several US companies’ proxy ballots asking them to adopt the Holy Land Principles, a set of employment principles for companies operating in Israel and the Occupied Territories. One has come … Continued
Stocks reversed course in March amid subdued economic data, expectations of lower US earnings growth, and ongoing geopolitical tensions. The S&P 500 finished the month down 1.6% amid weaker than expected GDP growth of 2.2% in the fourth quarter and … Continued
We have recently completed implementation of new software used for transaction accounting of congregational, affiliate organization, and UUA endowment accounts and trusts held in the Common Endowment Fund. This new software will provide transactional information and additional statement information to … Continued
In the investment and environmental communities, there has been a lot of discussion about stranded energy assets in the last few years. A recent article in the Guardian state that US and Chinese companies top the list of most polluting … Continued
Recently, Tim Brennan, Treasurer and Chief Financial Officer of the UUA was interviewed by Cleveland.com. As the fifth largest investor-owned utility in the country, American Electric Power has the potential to lead the industry in clean energy. Renewable energy and energy … Continued
Financial markets reversed course in February as global equities rallied. The MSCI EAFE Index returned 6.0% amid investor anticipation of the European Central Bank’s quantitative easing program, which kicks off this month. The gains were also driven by strong returns … Continued