November Monthly Commentary
Following months of strong returns, global equities took a pause in November. During this period, the S&P 500 Index eked out a modest 0.2% gain amid a relatively positive backdrop of robust corporate earnings, rising expectations for interest rate cuts in the near term, and an end to the longest U.S. government shutdown on record. […]
October Performance Report Update
Over the last few months we’ve received several inquires about screening and how each manager fits within the fund. In response, we’ve added a new page to the UUCEF Performance Report, Impact Summary. We hope this new page helps to provide a better understanding of each manager within the portfolio. Each manager listed shows if […]
Sustainable Banking for Congregations, an Update
In our participation at recent UUA webinars, several attendees asked about our presentation on Sustainable Banking for Congregations made at the 2025 General Assembly. For background, a sustainable bank is a financial institution that integrates environmental, social, and governance principles into its core operations. Unlike conventional banks, sustainable banks often prioritize lending and investment practices […]