November 2022 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
33% equities, which will be up 10% from October and spread across 32 stocks, with 67% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Industrials and healthcare – as has been the case for most of this year, the portfolio continues to maintain a tilt toward value-oriented sectors
This Month: Largest % Decreases
Consumer discretionary and utilities
Last Month: Best Performers
Energy and industrials
Last Month: Worst Performers
Utilities and consumer discretionary
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