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  • Investing
    • What is the UUCEF?
    • Why Invest in the UUCEF?
    • How the Fund Works
    • How to Invest
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    • Managing Investment Risk
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Investing Documents

Below you will find the documents that govern the Common Endowment Fund and the forms necessary to conduct the business of accounts held in the endowment.

Investing Documents

  • First Time Investors Guide
  • Investment Policy Statement
  • Investment Information Memorandum
  • Subscription Agreement
  • Operating Agreement
  • UUCEF Current & Historical Fees

  • About
    • Team
    • News
    • Contact Us
  • Investing
    • What is the UUCEF?
    • Why Invest in the UUCEF?
    • How the Fund Works
    • How to Invest
    • Investment Objectives
    • Investment Policies and Guidelines
    • Managing Investment Risk
    • Investing Documents
  • Reports
    • Monthly Market Commentary
    • Performance
    • Holdings & Community Investments
    • Forms and Online Statements
    • Investment Committee Reports
    • Audited Financial Reports
  • Values Investing
    • About SRI
    • History
    • Investment Screening
    • Community Investing
    • Proxy Voting
    • Community Investment Guidelines & Policy
  • Login

The Latest News & Updates

View all
  • December Monthly Commentary
    January 23, 2026
  • UU Common Endowment Fund Selects Untapped Capital to Accelerate Community Investing
    January 05, 2026
  • November Monthly Commentary
    December 16, 2025
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Unitarian Universalist Association
24 Farnsworth St. | Boston, MA 02210
(617) 742-2100
UUCEFinvestmentoffice@uua.org

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