September 2022 ESG Summary For Risk-Managed ESG Strategy

September 2022 sector allocation changes for the Blueprint ESG Strategy

Blueprint U.S. ESG Strategy

This Month: Asset Allocation

43% equities, which will be higher than August and spread across 35 stocks, with 57% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Energy and financial – 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

Healthcare and real estate

Last Month: Best Performers

Energy and financials

Last Month: Worst Performers

Technology and healthcare

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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.