August 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
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: Asset Allocation
View Archive: ESG Summaries
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