October 2023 ESG Summary For Risk-Managed ESG Strategy

October 2023 sector allocation changes for the Blueprint ESG Strategy

Blueprint U.S. ESG Strategy

This Month: Asset Allocation

58% equities, which is down from the month prior and spread across 52 stocks, with 42% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Energy and communication services

This Month: Largest % Decreases

Consumer staples and real estate

Last Month: Best Performers

Energy

Last Month: Worst Performers

Industrials and technology

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This Month's Update

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Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.