US Passive Ethical Strategy Q4 2019

January 21, 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 Q4 the 18 AM Portfolio’s return was 9.01%, in $US, versus 9.07% for the benchmark.