September 2023 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
80% equities, which is down from the month prior and spread across 60 stocks, with 20% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Energy, with meaningful increases also happening in materials, communication services, and real estate
This Month: Largest % Decreases
Consumer staples and industrials
Last Month: Best Performers
Energy
Last Month: Worst Performers
Utilities and materials
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