October 2021 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

96% equities, which will be slightly lower than September and spread across 70 stocks, with 4% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Energy and technology

This Month: Largest % Decreases

Materials and utilities

Last Month: Best Performers

Energy and consumer discretionary – with rising trends in U.S. equity markets persisting, the strategy continues to benefit from its large-cap focused exposure

Last Month: Worst Performers

Materials and utilities

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