US Passive Ethical Strategy Q1 2020

April 28, 2020

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 the 18 AM Portfolio declined 19.62%, in $US, versus 19.60% for the benchmark.