October 2022 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
23% equities, which will be down about 20% from September and spread across 19 stocks, with 77% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Consumer discretionary and healthcare sectors – 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
Communications and real estate
Last Month: Best Performers
Energy and utilities
Last Month: Worst Performers
Technology and healthcare
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