Content (90)
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White papersState Street Global Advisors’ Approach to ESG Screening: Methodology
Investors who seek screened portfolios often express a desire for screening in a specific area — for example, seeking to screen tobacco from a portfolio. There are several ways in which a company can be considered to be involved in a particular product or service.
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White papers
Physical Climate Risk Data: A Primer and Evaluation
A wide range of environmental, social, and governance (ESG) data vendors are now providing physical climate risk data in addition to traditional carbon data. Physical climate risk data is powerful forward-looking data that measures physical risk, which broadly encompasses the quantification of a company or country’s exposure to natural catastrophes that could be reliably tied to climate change and a warming environment.
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White papers
Navigating a Bumpy Landing
As investment challenges grow more complex, State Street’s Global Market Outlook was create based on the research of our investment teams. The 2023 GMO notes that global economies are grappling with inflation, central bank tightening, and expectations of lower economic growth. We remain nimble as we brace for an uneven, turbulent journey in the coming months. We expect 2023 to be a time of “Navigating a Bumpy Landing.”
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White papers
An Interplay: Real Economy and Portfolio Decarbonization
Real-world decarbonization is the reduction of emissions in the real-world economy. In the investment context, this refers to underlying equity and debt issuers (such as portfolio companies and sovereigns) improving their carbon profile. Broadly, the frameworks are aimed at decreasing carbon exposure in portfolios by prioritizing emissions reductions in the real-world economy. Investors may influence issuers through various channels.
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White papers
COP27 Key Takeaways
After two weeks of negotiations, the United Nation’s 27th Conference of the Parties (COP27) in Egypt concluded with a greater focus on how to suppress climate change rather than the headline commitments which have been much of what occurred at previous meetings. COP27 was the establishment of a loss and damage fund to compensate developing nations most impacted by the effects of climate change.
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White papers
ESG in EM Debt: An Evolving Conversation
The growing appetite for ESG investing has increasingly extended into the world of emerging market debt. In a quickly evolving landscape, determining the most appropriate way to apply an ESG framework to EM sovereign debt is key for investors, with a variety of options from indexed to bespoke solutions available.
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White papers
Diversifying Outcomes in Core Fixed Income
While top-performing active core fixed income managers have received accolades for decades, the difficulty in selecting a top-performing manager across market cycles, and pairing this manager with other active options, has proven difficult for plan sponsors, manager selectors, and professional asset allocators alike.
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White papers
Climate Change Aware, Alpha-Oriented Portfolio Construction
ESG and climate change are at the top of many political and regulatory agendas, making the task of institutional investing much more complex. The State Street Global Climate Transition strategy is a concentrated, high-conviction approach that seeks to generate alpha by selecting securities based on our analysts’ proprietary and forward-looking climate transition scores. Select ESG and climate change indicators are applied to the Sustainable Climate World Equity and Global Climate Transition strategies.
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White papers
Why COP27 Is on the World’s Environmental Radar
As the 26th UN Climate Change conference (COP26) concluded in Glasgow, it was clear that this ambitious conference had produced developments that will impact the financial services industry. A new standards body was established, which will help achieve a longdesired global ESG reporting standard. The global community will be watching closely to see if COP27 can help drive implementation and action from countries committed to the Paris Agreement and to targets set at COP26.
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Research Report
The Future State of Fixed Income
Inflation, rate rises, war, and crises of various stripes; a lot has changed in the world and the markets over the last year. Our latest research finds that while investors are indeed adapting their portfolios to the backdrop of inflation and rate hikes in the short term, there are deeper trends shaping the future state of fixed income portfolios. The opportunities are there.
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White papers
Examining the Properties of Forward-Looking Climate Metrics
Forward-looking metrics that project companies’ future climate risks can be crucial tools for market participants seeking to invest not only in firms with strong environmental, social, and governance (ESG) records, but also in firms with solid and carefully constructed plans to improve their ESG performance.
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White papers
Climate Data Nuances in Equity Index Portfolios
In our recent paper, “Weathering the Storm: Exploring Climate Strategies,” we explored the main approaches to integrating climate considerations in investment portfolios.
