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
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