November 2023 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

48% equities, which is down from the month prior and spread across 46 stocks, with 52% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Tech and energy

This Month: Largest % Decreases

Consumer discretionary and industrials

Last Month: Best Performers

Technology and communication services

Last Month: Worst Performers

Energy and consumer discretionary

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