March 2022 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
49% equities, which will be down significantly from February and spread across 43 stocks, with 51% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Energy and materials
This Month: Largest % Decreases
Industrials and utilities
Last Month: Best Performers
Energy and financials – like other ESG benchmarks, the strategy was negative in February, but the reduction in equity exposure generated a material improvement in return and risk versus the benchmark
Last Month: Worst Performers
Technology and consumer discretionary
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View Archive: ESG Summaries
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