March 2024 ESG Summary For Risk-Managed ESG Strategy

March 2024 sector allocation changes for the Blueprint ESG Strategy

Blueprint U.S. ESG Strategy

This Month: Asset Allocation

89% equities, which is a slight reduction from the prior month and spread across 71 stocks, with 11% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Consumer staples and consumer discretionary

This Month: Largest % Decreases

Technology and real estate

Last Month: Best Performers

Consumer discretionary and industrials

Last Month: Worst Performers

Real estate and energy

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This Month's Update

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Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.