September 2023 ESG Summary For Risk-Managed ESG Strategy
Source: Blueprint Investment Partners
For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
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
Jump To: Asset Allocation
View Archive: ESG Summaries
Let's Talk
If you’d like to learn more about our risk-managed U.S. ESG Strategy