US Passive Ethical Strategy Q4 2018
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 Q4, in $US, the 18 AM Portfolio’s return was -13.51% versus -13.52% for the benchmark. For 2018, the portfolio returned -4.16% versus -4.38% for the S&P 500.