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
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View Archive: ESG Summaries
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