March 2022 ESG Summary For Risk-Managed ESG Strategy
Source: Blueprint Investment Partners
For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
This Month: Asset Allocation
49% equities, which will be down significantly from February and spread across 43 stocks, with 51% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Energy and materials
This Month: Largest % Decreases
Industrials and utilities
Last Month: Best Performers
Energy and financials – like other ESG benchmarks, the strategy was negative in February, but the reduction in equity exposure generated a material improvement in return and risk versus the benchmark
Last Month: Worst Performers
Technology and consumer discretionary
Jump To: Asset Allocation
View Archive: ESG Summaries
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