United Church Funds
United Church Funds is developing a “Planned Giving 101” webinar series to introduce various aspects of planned giving to UCC members and agencies. The most recent webinar “Five Steps to a Successful Planned Giving Program” was released this week. It follows the successful “Why Your Church Needs a Planned Giving Program.” The series is available…
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Howard W. Hawkins III, director of business development for United Church Funds, announced Tuesday (Aug. 7) that the UCF second quarter 2018 Fund Fact Sheets are available. The fact sheets provide essential data and metrics such as investment strategy, annualized performance, asset allocation, characteristics and top ten holdings for each UCF fund. Click here to review and…
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United Church Funds’ first quarter 2018 Fund Fact Sheets are now available, says Howard W. Hawkins III, UCF’s director of business development. The Fund Fact Sheets provide essential data and metrics, such as investment strategy, annualized performance, asset allocation, characteristics and top ten holdings for each UCF fund. Click here to review and download the Fund Fact Sheets. The United…
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The United Church Funds’ (UCF) fourth quarter 2017 Performance Webinar is now available for viewing. In this webinar, Michael de Guzman, Portfolio Manager and Donald G. Hart, President discuss fund performance, global markets, investment strategy and positioning. UCF apologizes for the delay in sharing this information, but they experienced a technical malfunction that prevented them from recording the performance webinar…
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By David A. Klassen, Chief Investment Strategist, United Church Funds With the Dow Jones Industrial Average, the S&P 500 Index, and other global equity markets having sold off after a strong January, we want to provide our perspective on the sudden return of volatility to the markets. What happened? First, the Bureau of Labor reported…
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Howard W. Hawkins III, director of business development for United Church Funds, says that Beyond Fossil Fuel Funds (BFF) — the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund — celebrated its third anniversary in November 2017. Since its introduction, the Beyond Fossil Fuels Fund outperformed its respective benchmark for one and three…
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United Church Funds (UCF) announced today (Dec. 11) that its 3rd quarter 2017 Performance Webinar is now available for viewing. In this webinar, Michael de Guzman, UCF portfolio manager, discusses fund performance, global markets, investment strategy and positioning, while Katie McCloskey, UCF director of social responsibility, discusses changes to exclusionary screening that UCF will implement in January 2018. For more…
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United Church Funds today (Nov. 27) released its third quarter Fund Fact Sheets. “The Fund Fact Sheets provide important data and metrics such as investment strategy, annualized performance, asset allocation and top ten holdings,” said Howard W. Hawkins III, director of business development, adding that the fact sheets should prove beneficial to all. Here is…
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A new article on asset allocation as a crucial component of a portfolio’s overall investment return has been authored by two United Church Funds staff members. The article, Global Equity Diversification — Proving Its Worth, is by David Klassen, Chief Investment Strategist, and Michael de Guzman, Senior Portfolio Manager. It points out the proof behind…
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Below are links to three insightful articles about the Federal Reserve, the global economy and the impact of demographic changes on investing from our fund managers Western Asset Management and State Street Global Advisors for your information. Reducing Bond Prices, Western Asset Management, September 20, 2017 This article provides a market outlook following Federal Open Market Committee’s (FOMC) announcement…
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A Diamond Anniversary: 60 Years of Bright Living at Beatitudes Campus - CHHSM
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The year 1965 was filled with transformative moments in U.S. history. It saw the first American walk in space, the rise of “The Sound of Music” as a cultural sensation, the creation of Medicare an...