December 2023 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

75% equities, which is down from the month prior and spread across 72 stocks, with 25% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Materials and consumer staples

This Month: Largest % Decreases

Energy and tech

Last Month: Best Performers

Technology and real estate

Last Month: Worst Performers

Energy and consumer staples

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