US Passive Ethical Strategy Q2 2017

July 26, 2017

The 18 AM US Passive Ethical Strategy provides a client with the returns of the S&P 500 +/- the returns of stocks prohibited by the client’s Investment Policy Statement. As a separate account solution, the strategy is customized to each client’s specific ethical prohibitions. During Q2, the 18 AM US Passive Ethical Equity Portfolio was up 2.97% in $US versus the benchmark return of 3.08%.