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


Last Month: Worst Performers

Utilities and materials

Jump To Co-Founders' Note

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