May 2022 ESG Summary For Risk-Managed ESG Strategy

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

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