Warren Bird (ED) and Matthew Moore (Head of Ethical Investments) attended the United Nations’ Principles of Responsible Investment (UNPRI) conference in Singapore in early September. UFS is a signatory to the UNPRI, committing us to integrating environmental, social and governance (ESG) considerations into our investment decisions.

“Attending the Conference was a very worthwhile experience for us,” Warren said. “We gained valuable information about what global investors are thinking and doing in the responsible investment field and met some people that it will be great to continue to share ideas with.”

Matt says that he and Warren were encouraged to compare the UFS approach to integration of ESG with those of other large, global fund managers. “Many other signatories are just coming to grips with integration, but UFS has been doing this for many years already,” he said.

“UFS is committed to implementing the Uniting Church’s ethical and ESG investment policy across all its investments,” adds Warren. “ The Conference confirmed for us that, although others approach these matters in different ways to UFS, we are not alone in seeking to use our investments in a manner that does not harm others or the environment and, further, seeks to encourage positive outcomes.”

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Warren Bird

Executive Director
Warren has extensive experience in the financial services sector. He is the former Co-head of Global Fixed Interest and Credit, Colonial First State. During his 16 years at Colonial he led a team which managed up to $60B in portfolios invested in cash, government securities and corporate bonds for individual and institutional clients in Australia, Japan, Hong Kong and the UK.

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Matthew Moore

Portfolio Manager – Treasury and Investments
As Portfolio Manager – Treasury and Investments, Matthew has responsibility for managing Uniting Financial Services’ balance sheet. Before joining Uniting Financial Services he worked as a senior trader in the interest rate derivatives market for the Commonwealth Bank and McIntosh Securities.

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Matthew Craig

Partnership Manager Corporate – Treasury and Investments
Matthew Craig, Partnership Manager Corporate, has over 18 years experience in financial services having joined UFS in 2010 following his many roles in retail, business and institutional banking with NAB. He is responsible for managing all client facing relationships across our Community of Faith, Church, Ministers, Synod staff and Commercial portfolios.

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Carolyn Isaacs

Chief Financial Officer and Company Secretary – Treasury and Investments
Carolyn has responsibility for the prudential management of Uniting Financial Services including finance, risk and compliance and company secretarial. Focus is given to providing sound judgement and a prudential approach to the financial affairs of Uniting Financial Services.

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Uniting Financial Services is not a corporatised financial services company or a bank. It’s a religious charitable organisation made up of two Uniting Church entities: The Uniting Church (NSW) Trust Association Limited & The Uniting Church in Australia Property Trust (NSW) to form & provide Treasury & Investment Services.
For more than 80 years we’ve been providing income to The Uniting Church in Australia’s Synod of NSW & the ACT, directly contributing to the Uniting Church’s mission & service to communities in need, as well as supporting church life & congregations.


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