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Services Proxy Voting Guidelines Model Portfolios: Foundation Investment Policy Investor Updates
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Endowment Model
2010 Payout Rate
The Investment Committee of the United Methodist Foundation of New England has set the 2010 payout rate for the Endowment Model at 3.5%. The drop in the recommended payout rate from 4.0% in 2009 to 3.5% is due primarily to the current protracted low interest rate environment... Click Here for More Socially Responsible InvestingThe Importance of Proxy Voting "Shareholders are the ultimate owners of any publicly traded company. If anyone is in a position to insist on ethical standards and robust corporate governance, it is the shareholder-owners. And yet, shareholders, to a large extent, have not done this. Why not?..." Get your answer by reading what Investment Committee member, Kim Gluck, CFA, has to say in her article: "Make Your Voice Heard - Vote Your Proxies" (click to view) UMFNE Proxy Voting Guidelines (click to view) "In voting their shares, socially responsible institutional shareholders are concerned not only with economic returns to shareholders and good corporate governance, but also with the ethical behavior of corporations and the social and environmental impact of their actions..."
UMFNE 2009 Statistical Issue Voting Report (click to view)
Socially Responsible Investing
Click here to view Churches face some challenges when seeking appropriate investments for their endowments. Investment committees may wonder if their portfolios are properly diversified with sufficient exposure to various markets to help them protect and grow their investments. They also may struggle to find cost effective management where they are not paying to much in fees. Finally, they may worry about avoiding companies that do not meet the social screening criteria of “The Social Principles” of the United Methodist Book of Discipline and about voting their company proxies in a manner that is consistent with their church’s mission. The United Methodist Foundation of New England offers a solution that addresses all of these concerns... The United Methodist Foundation of New England was established in 1991 to:
The Foundation has established and administers three socially responsible Collective Investment Pools (“Pools”): the Stock Pool, the Fixed Income Pool and the Money Market Pool that emphasize social justice and social usefulness as well as financial return and financial security. Specifically the "Pools";
(Assets invested in the Pools are not guaranteed by the Securities Investor Protection Corporation or any other government agency and are subject to investments risks, including possible loss of principal amount invested) |
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