August 2023 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

99% equities, which up from the month prior and spread across 79 stocks, with 1% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Energy to a large degree and financials to a lesser degree

This Month: Largest % Decreases

Materials and communication services

Last Month: Best Performers

Energy and financials

Last Month: Worst Performers

Although all sectors performed positively for the month, consumer discretionary and healthcare generated the least return

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