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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View Archive: ESG Summaries
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