July 2022 ESG Summary For Risk-Managed ESG Strategy
Source: Blueprint Investment Partners
For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
This Month: Asset Allocation
20% equities, which will be down from June and largely due to weakness in the industrials and energy sectors – equity exposure will be spread across 27 stocks, with 80% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Real estate and healthcare – the portfolio continues to shift from growth to more value-oriented names, with the largest sector exposures being consumer staples and healthcare
This Month: Largest % Decreases
Utilities and industrials
Last Month: Best Performers
Pharmaceuticals and healthcare
Last Month: Worst Performers
Energy and consumer discretionary
Jump To: Asset Allocation
View Archive: ESG Summaries
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