In Treasurer Tim Brennan’s Plenary Address (PDF, 9 pages) to the 2008
General Assembly, he announced that the Unitarian Universalist Association’s (UUA’s) investment fund had a new name—the Unitarian Universalist Common
Endowment Fund. Brennan said
that the new name more accurately characterizes the Fund as a shared resource
available to all Unitarian Universalist (UU) congregations and organizations.
Formerly known as the General Investment Fund, the UU Common
Endowment Fund (or "UUCEF") is a professionally managed, diversified investment
fund, offered by the Unitarian Universalist Association to manage the assets of
congregations, districts and other UU-related organizations. Established in 1962 as a common
investment fund, assets of the UUCEF are currently held in U.S. and international
equities, domestic and global fixed income securities, and other holdings
intended to provide broad diversification.
The Fund brings investors an added dimension—an active
program of Socially Responsible Investing (SRI), which consists of making investment
decisions that reflect UU values and contribute to positive social and
environmental change. The Fund's SRI goals are realized by work in four areas:
shareholder activism, proxy voting, community investing, and investment
Congregations wishing more information about the UUCEF may
contact UUA staff or learn more from the UUA Endowment Fund website.
For more information contact web @ uua.org.
This work is made possible by the generosity of individual donors and congregations.
Please consider making a donation today.
Last updated on Thursday, February 7, 2013.
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