Unitarian Universalist Common Endowment Fund (UUCEF)

Unitarian Universalist Common Endowment Fund (UUCEF)

The Unitarian Universalist Common Endowment Fund was formed in October 2012 when it separated from the former General Investment Fund of the Unitarian Universalist Association. The UUA continues to provide oversight and places endowment, trust and congregational assets into the vehicle for long-term management. Investment deployment spans private equity, real estate and public equities. Confirmed holdings include Brockton Capital Fund III, UK Sterling Pooled Real Estate Fund and Stone Castle FICA for Impact. The fund also maintains limited partner positions in Acadian Emerging Markets, Generation Global Equity Fund, SJF Ventures, HCAP Partners IV LP and Ownership Capital. Geographic exposure covers North America, Europe, Asia, Africa and South America. Five percent of assets target community investing vehicles that support low-income areas and justice initiatives. The fund employs New England Pension Consultants as investment advisor and maintains relationships with US Bank as custodian and CBIZ CPAs P.C. as auditor. It participates in UUA General Assembly events and holds quarterly investor calls, including the February 2026 session covering 2025 performance and 2026 priorities. Memberships include the Interfaith Center on Corporate Responsibility and Principles for Responsible Investment. The fund's structure channels capital exclusively through the parent Unitarian Universalist Association, which sets the socially responsible mandate and integrates shareholder advocacy, positive and negative screening, and direct community investments into a single endowment vehicle for member congregations.