US Passive Ethical Strategy Q3 2018

October 22, 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 Q3, the 18 AM US Passive Ethical Equity representative portfolio gained 7.74% in $US, slightly ahead of the benchmark return of 7.71%.