October 2021 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
96% equities, which will be slightly lower than September and spread across 70 stocks, with 4% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Energy and technology
This Month: Largest % Decreases
Materials and utilities
Last Month: Best Performers
Energy and consumer discretionary – with rising trends in U.S. equity markets persisting, the strategy continues to benefit from its large-cap focused exposure
Last Month: Worst Performers
Materials and utilities
Jump To: Asset Allocation
View Archive: ESG Summaries
Let's Talk
If you’d like to learn more about our risk-managed U.S. ESG Strategy