December 2022 ESG Summary For Risk-Managed ESG Strategy

December 2022 sector allocation changes for the Blueprint ESG Strategy

Blueprint U.S. ESG Strategy

This Month: Asset Allocation

64% equities, which is up more than 20% from November and spread across 67 stocks, with 36% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Financials and materials – as has been the case for most the year, the portfolio continues to maintain a tilt toward value-oriented sectors

This Month: Largest % Decreases

Energy and healthcare

Last Month: Best Performers

Materials and industrials

Last Month: Worst Performers

Energy and consumer discretionary

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This Month's Update

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Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.