March 2024 ESG Summary For Risk-Managed 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

Jump To Co-Founders' Note

Jump To: Asset Allocation

View Archive: ESG Summaries

Let's Talk

If you’d like to learn more about our risk-managed U.S. ESG Strategy