In order to better serve all participants, we have selected Atlantic Fund Services, LLC (phone: 844-209-4631) to be the new funds administrator. Announcement letter for Connecticut participants. To facilitate the transition, we are asking all Connecticut participants to complete and return a new Participant Agreement. Instructions for completing Participation Agreement. Completion of the Agreement will permit transactions by telephone (unless you indicate otherwise) and also paves the way for online access to view balances, obtain transaction history, and sign up for electronic delivery of monthly statements and transaction confirmation. In addition, you will be able to process most routine transactions online. Separate registration is required for online access. Important information regarding online access. If you have any questions about this change, please contact Charlie Kuchenbrod at email@example.com or 860.761.7111.
Since 1956, the Connecticut Conference has been offering a convenient and cost-effective way for member churches and other eligible organizations connected with the United Church of Christ to invest their endowment and other capital resources in professionally managed portfolios.
Today there are two funds, the Total Return Fund (click here to learn more) and the Eden Fund. The Eden Fund incorporates a Fossil Fuel Free investment strategy (click here to learn more about the Eden Fund.)
View the most recent Annual Report to Participants (Report for 2017. 2018 report coming soon.)
Investment Policy Revised February 3, 2018
As of 9/30/19 (12/31/19 results should be posted on 2/1/20. Email firstname.lastname@example.org if posting is delayed.)
|Performance, net of fees||3 Months||YTD||1 Year||3 Years||5 Years||10 years|
|Total Return Fund Performance||0.40%||12.85%||3.09%||6.69%||5.19%||7.27%|
|Total Return Fund Benchmark||0.37%||13.39%||3.29%||6.91%||5.70%||7.47%|
|Eden Fund Performance||0.84%||13.58%||4.10%||7.46%|
|Eden Fund Custom Benchmark||0.83%||14.16%||4.74%||7.69%|
View the most recent Quarterly Performance - Eden Fund 9/30/19 Report
We try to keep things simple by using a single transaction form for all transactions. If your transaction doesn’t “fit” feel free to adjust the form or add notes. Please feel free to contact our administrator, Apex Fund Services, at 844-209-4631
The Consolidated Trust Funds really are trust funds. The Missionary Society of Connecticut, the business arm of the Connecticut Conference, is the Trustee. View the Amended Agreement and Declaration of Trust
Our Fiduciary Partner (see the Investment Policy for the responsibilities of the Fiduciary Partner) is Fiduciary Investment Advisors. Our relationship with FIA started in December of 2017. Prior to that, we worked with U.S. Trust and predecessor companies.
The funds follow the Socially Responsible Investment guidelines adopted by the Connecticut Conference's Board of Directors. Resolution – Expanding Authorized Investment Strategies To More Fully Reflect the Conference’s Commitment To A Just World For All
This workshop covers common endowment management pitfalls to avoid, proper gift classification (what constitutes an endowment, different kinds of endowments), the seven steps to a healthy endowment, the primary law governing endowments, best practices for Investement Committees and more. By hosting a workshop, you will ensure a convenient date and time for members of your congregation to participate. By extending an invitation to other congregations and providing hospitality, you will enrich the workshop by expanding the experience and perspectives of the participants. Assistance will be provided with publicity.
This workshop has been offered multiple times and is continuously refined based on the feedback of participants. Assessments have been very positive.
This workshop is led by Charlie Kuchenbrod, Executive Associate Conference Minister. For more information or to schedule a workshop email Charlie at email@example.com or call 860.761-7111.