Investing with a Mission: Performance Beyond the Numbers
2018 Annual Report
United Church Funds (UCF) supports our clients’ missions and generates outstanding values-aligned investment performance. Our vision is investment that creates a just world for all. United Church Funds (UCF) was established in 1909 to administer the Pilgrim Memorial Fund for the benefit of retired pastors and has since evolved into a full-service investment manager with over $xx million in assets under management. For more than 100 years, UCF has been supporting the missions of churches, ministries and faith-based organizations by offering: • Faith-based investing and endowment solutions • Diversified funds that span the spectrum of risk and return • Competitive performance and attractive fee structures • Non-profit setting, values-aligned and commitment to improving the world
2018 Highlights
3
President’s Letter
4
Investment Commentary
5
Investment Performance
9
Beyond Fossil Fuels
11
Faith-Based Investing
13
Planned Giving
16
Clients
17
New Clients
18
UCF Welcomes New Chariman
19
Board of Directors
20
Staff
21
Selected Financial
22
United Church Funds is pleased to report on another positive year for our clients and partners.
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Donald G. Hart President
PR E SIDE NT ’S L E T T E R
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United Church Funds 475 Riverside Drive, Suite 1020 New York, NY 10115 877-806-4989 ucfunds.org
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