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Investment Committee Reports

  • Monthly Performance Reports
  • Performance
  • Holdings & Community Investments
  • Forms and Online Statements
  • Investment Committee Reports
  • Socially Responsible Investing Committee Reports
  • Audited Financial Reports
  • Resources
  • Online Access

Investment Committee Reports

Investment Committee Minutes

FY2025

February 13, 2025 (Agenda)

November 7, 2024 – Draft 

November 7, 2024 (Agenda)

September 11, 2024

September 11, 2024 (Agenda)

FY2024

May 10, 2024 

May 10, 2024 (Agenda)

February 24, 2026

February 26, 2024 (Agenda)

December 8, 2023 

December 8, 2023 (Agenda)

UUA/UUCEF Values Based Investing Update – September 2023

August 10, 2023 

August 10, 2023 (Agenda)

November 2022, March 2023, June 2023 (Minutes Approval)

FY2023

June 8, 2023

June 8, 2023 (Agenda)

March 24. 2023

March 24, 2023 (Agenda)

November 3, 2022

November 3, 2022 (Agenda)

August 30-31, 2022 

August 30-31, 2022 (Agenda)

Previous Fiscal Years

 

Essential Reading

Investment Information Memorandum & Operating Agreement
[PDF, 94 pages]

Audited Financial Statements Fiscal Year 2024
[PDF, 18 pages]

Subscription Agreement
[PDF, 11 pages]

UUCEF, LLC By-laws
[PDF, 4 pages]

Unitarian Universalist Association

24 Farnsworth St. | Boston, MA 02210
(617) 742-2100 | responsibleinvesting@uua.org

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