US Passive Ethical Strategy Q3 2019

October 11, 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 Q3 the 18 AM Portfolio’s return was 1.74%, in $US, versus 1.70% for the benchmark.