April 2022 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
64% equities, which will be 15% higher than March and spread across 41 stocks, with 36% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Utilities and industrials
This Month: Largest % Decreases
Consumer discretionary and staples
Last Month: Best Performers
Energy and utility sectors
Last Month: Worst Performers
Financials and consumer staples, though both were positive for the month –the recent shift from growth to more value-oriented names generated higher allocations to financials, which now has the second largest sector exposure
Jump To: Asset Allocation
View Archive: ESG Summaries
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