US Passive Ethical Strategy Q2 2019

July 22, 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 Q2, in $US, the 18 AM Portfolio’s return was 4.5% versus 4.3% for the benchmark.