US Passive Ethical Strategy Q1 2018

April 16, 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 Q1, the 18 AM US Passive Ethical Equity Portfolio was down 0.8% in $US in line with the benchmark return of 0.8%.