February 2022 ESG Summary For Risk-Managed ESG Strategy

February 2022 sector allocation changes for the Blueprint ESG Strategy

This Month: Asset Allocation

66% equities, which will be down significantly from January due to the rise in downside volatility and resulting downtrends across the portfolio – equity exposure will be spread across 63 stocks, with 34% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Energy and consumer staples

This Month: Largest % Decreases

Materials and real estate

Last Month: Best Performers

Energy and consumer staples

Last Month: Worst Performers

Technology and consumer discretionary

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