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

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