August 2022 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

32% equities (spread across 31 stocks), which will be higher than July as the Strategy experiences its first increase in equity exposure in several months due to strong intermediate-term performance, specifically within the technology sector –68% will be allocated to fixed income and cash equivalents

This Month: Largest % Increases

Consumer discretionary and real estate – the portfolio continues to maintain a tilt toward value-oriented sectors, though the exposure shifts occurring for August will push the portfolio closer to a more neutral positioning between growth and value

This Month: Largest % Decreases

Materials and financials

Last Month: Best Performers

Consumer discretionary and technology

Last Month: Worst Performers

Utilities and healthcare

Jump To Co-Founders' Note

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