February 2022 ESG Summary For Risk-Managed 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

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