US Passive Ethical Strategy Q4 2017

January 15, 2018

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. For Q4, the 18 AM US Passive Ethical Equity Portfolio was up 6.48% in $US versus the benchmark return of 6.64%.