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Investment Committee Reports

Investment Committee Minutes

The following documents are PDF files.

Fiscal Year (FY) 2026

  • September 4, 2025

Fiscal Year (FY) 2025

  • June 17, 2025
  • February 13, 2025 (Agenda)
  • November 7, 2024 (Agenda)
  • November 7, 2024 – Draft
  • September 11, 2024 (Agenda)
  • September 11, 2024

Fiscal Year (FY) 2024

  • May 10, 2024 (Agenda)
  • May 20, 2024
  • February 24, 2026
  • February 2024 (Agenda)
  • December 8, 2023
  • December 8, 2023 (Agenda)
  • UUA/UUCEF Values Based Investing Update – September 2023
  • November 2022, March 2023, June 2023 (Minutes Approval)
  • August 10, 2023
  • August 10, 2023 (Agenda)

View Archived Investment Committee Minutes

The Latest News & Updates

View all
  • Active Equity Update: Takeaways Entering 2026
    February 04, 2026
  • UU Common Endowment Fund: 2025 Highlights and 2026 Priorities
    January 27, 2026
  • December Monthly Commentary
    January 23, 2026
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