June 2022 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

34% equities, which will be down slightly from May and largely due to weakness in the technology and consumer discretionary sectors – equity exposure will be spread across 33 stocks, with 66% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Industrials and energy – the portfolio continues to shift from growth to more value-oriented names, with the largest sector exposures being consumer staples and industrials

This Month: Largest % Decreases

Consumer discretionary and real estate

Last Month: Best Performers

Energy and utilities

Last Month: Worst Performers

Consumer discretionary and staples

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