July 2022 ESG Summary For Risk-Managed ESG Strategy

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

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