State Street Announces First-of-Their-Kind Indicators Measuring Institutional Investor Flow, Holdings and Carbon Exposure Derived from Its Leading Position as Servicer to Trillions in Assets
May 02 2023 - 7:45AM
Business Wire
- The Institutional Investor Holdings Indicator, Institutional
Investor Risk Appetite Indicator and State Street S&P Global
Institutional Investor Carbon Indicator will provide unique
insights into institutional investor allocation trends
- With more than two decades of experience building flow
indicators based on data and analytics, State Street makes new
suite of Indicators broadly available to media, policymakers and
investors at large for the first time
State Street Corporation (NYSE: STT) today announced the launch
of three publicly available data-driven indicators that will
provide unprecedented insight into the aggregate portfolio
allocation trends of some of the world’s largest institutional
investors. The Institutional Investor Holdings Indicator,
Institutional Investor Risk Appetite Indicator and the
State Street S&P Global Institutional Investor Carbon
Indicator, powered by S&P Global Sustainble1, will draw on
the aggregated and anonymized dataset underlying the assets State
Street services to offer investors, as well as other stakeholders,
a rigorous, fact-based alternative to unscientific polls and
surveys as a means to gauge institutional investor sentiment.
These three new tools will harness the power of State Street’s
more than $37 trillion of assets under custody and administration1
to provide a top-down look into the historically opaque perspective
of institutional investors. The indicators are highly aggregated
and anonymized to protect the confidentiality of investors. As an
essential partner to the investors influencing financial markets,
these indicators bolster State Street’s leading position as a
provider of data-driven market research and flow analytics to its
clients and other important stakeholders. The indicators will be
made available on Insights [globalmarkets.statestreet.com], the
research platform of State Street’s markets business.
- The Institutional Investor Holdings Indicator tracks the
aggregate holdings of institutional investors across three asset
classes: stocks, bonds and cash. Shifts in asset allocations convey
information about how investors view the economy and their outlook
for markets. When investors are bullish on markets, they tend to
hold more stocks; when they are bearish, they tend to hold more
cash and bonds. The Holdings Indicator is calculated daily
and will be released monthly.
- Institutional Investor Risk Appetite Indicator is based
on flows—buying and selling activity—rather than portfolio
positions. It reveals whether investors, in aggregate, are buying
or selling risky assets. For example, selling less risky bond or
stock investments to buy riskier ones would drive up this score.
While the Holdings Indicator tells us about current
positioning, the Risk Appetite Indicator tells us about the
direction of travel. The Risk Appetite Indicator is
calculated daily and will be released monthly.
- The State Street S&P Global Institutional Investor
Carbon Indicator tracks the overall exposure of institutional
investor portfolio holdings to carbon emissions. Leveraging
aggregated and anonymized custody and accounting data from State
Street, together carbon emissions data from S&P Global powered
by S&P Global Sustainble1, the indicator will show how
institutional investors are managing their exposure to carbon risk,
and what is driving shifts in these exposures. The Carbon
Indicator will be released annually.
“In global markets, understanding how the world’s largest pools
of capital are moving can help investors identify headwinds and
tailwinds that will impact their portfolios both short and
long-term,” said Anthony Bisegna, head of State Street Global
Markets. “For two decades, our clients have looked to us for
data-driven flow research to help them manage assets. Today, we’re
pleased to make these three bellwethers available to the media,
policymakers and investors at large.”
The State Street Institutional Investor Indicators are an
essential tool for anyone seeking to understand how some of the
world’s largest investors are reacting to market conditions and
other macroeconomic considerations.
“We have built a market-leading position in macro, quantitative
and flow research drawing on our exclusive academic partnerships
and data science capabilities,” said Will Kinlaw, head of Research
at State Street Global Markets. “Our clients expect us to provide
actionable insights from the collective, aggregated and anonymized
data that State Street holds on their behalf.”
Click here to learn more about State Street and each of these
new indicators.
1 As of 3/31/23 - ASSETS UNDER CUSTODY AND/OR ADMINISTRATION
About State Street Corporation
State Street Corporation (NYSE: STT) is one of the world's
leading providers of financial services to institutional investors
including investment servicing, investment management and
investment research and trading. With $37.6 trillion in assets
under custody and/or administration and $3.6 trillion* in assets
under management as of March 31, 2023. State Street operates
globally in more than 100 geographic markets and employs
approximately 43,000 worldwide. For more information, visit State
Street's website at www.statestreet.com.
*Assets under management as of March 31, 2023 includes
approximately $59 billion of assets with respect to SPDR® products
for which State Street Global Advisors Funds Distributors, LLC
(SSGA FD) acts solely as the marketing agent. SSGA FD and State
Street Global Advisors are affiliated.
5662114.1.1.GBL.RTL
View source
version on businesswire.com: https://www.businesswire.com/news/home/20230502005724/en/
Media Contact (North America) Brendan Paul
+1 401 644 9182 Bpaul2@statestreet.com
Media Contact: (EMEA) Michel Chau +44 (0)
7500 682982 mchau@statestreet.com
Media Contact (APAC) Kate Cheung +852 3556
1103 kate.cheung@statestreet.com
State Street (NYSE:STT)
Historical Stock Chart
From Jun 2024 to Jul 2024
State Street (NYSE:STT)
Historical Stock Chart
From Jul 2023 to Jul 2024