May 2022 ESG Summary For Risk-Managed ESG Strategy
Source: Blueprint Investment Partners
For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
This Month: Asset Allocation
38% equities, which will be down substantially from April and is largely due to weakness in the technology and communications sectors – equity exposure will be spread across 33 stocks, with 62% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Consumer staples and industrials sectors – the shift from growth to more value-oriented names generated higher allocations to consumer staples, which now has the largest sector exposure
This Month: Largest % Decreases
Technology and materials
Last Month: Best Performers
Energy and utilities
Last Month: Worst Performers
Financials and consumer staples, though both were positive for the month
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View Archive: ESG Summaries
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