US Passive Ethical Strategy Q1 2019

April 17, 2019

The 18 AM US Passive Ethical Equity Portfolio provides clients the S&P 500 return +/- the return of stocks prohibited by the client’s Investment Policy Statement. The portfolio is customized, using a separate account, to each client’s specific ethical prohibitions. For Q1, in $US, the 18 AM Portfolio’s return was 13.54% versus 13.65% for the benchmark.