Global equities were a mixed bag in January as investors responded to diverging monetary policies and the resulting potential for an uptick in volatility. The S&P 500 fell 3.0% on the month while emerging markets were modestly positive as the … Continued
US equities scaled new highs in December amid optimism around the economy. To this end, the S&P 500 returned 13.7% for the year and the Russell 2000 gained 4.9%. These advances came amid a slump in the rest of the … Continued
This fall, we have continued to reduce the fossil fuel holdings of the UUCEF. As of January 1, 2015, our active investment portfolio will include only eight oil and gas producers included on the Carbon Tracker list of the 200 … Continued
Oikocredit featured UUA Treasurer and CFO, Timothy Brennan, in its December Investor Spotlight. Oikocredit is but one of the many community investments in the Unitarian Universalist Common Endowment Fund. Through community development, investors designate part of their portfolio for credit unions, … Continued
Unbelievably another decade has passed since one of the most horrific industrial disasters in history occurred in Bhopal, India. What isn’t unbelievable is that shareholders are still calling for Dow to accept responsibility and to clean up the tons of … Continued
After a spike in volatility in October and a subsequent recovery, it was back to more of the same for US markets in November as many domestic equity indices scaled new highs. Conversely, 10-year government bond yields in many countries—Germany, … Continued
Today, the Sunlight Foundation released a report about the political spending of the top 200 politically active companies. They document billions of corporate lobbying that is turned into trillions of dollars of corporate welfare. The UUA has been fighting for … Continued
Markets experienced a turbulent ride in October but wound up in a familiar place by month end with domestic equities positive and Treasury yields lower. A wave of volatility spurred by global growth concerns permeated through markets – first felt … Continued
The UUA has joined a group of U.S. investors to press some of the nation’s largest publicly traded corporations urging them to extend their LGBT nondiscrimination policies and equal benefits policies to their employees abroad. The UUA is concerned about … Continued
As part of our efforts to incorporate climate considerations across our portfolio, the investment committee of the UUCEF has recently shifted some of our fixed-income investments to bond managers who include environmental factors in their decision-making process. These managers buy … Continued