December 2021 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
87% equities, which will be down from November due to weakness in value-oriented sectors – equity exposure will be spread across 63 stocks, with 13% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Materials and consumer discretionary
This Month: Largest % Decreases
Energy and utilities
Last Month: Best Performers
Tech and consumer discretionary – the Strategy continues to benefit from the persistent trends in large-cap
Last Month: Worst Performers
Financials and pharma
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