State Street Global Advisors Asset manager

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State Street Global Advisors
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State Street Global Advisors staat er voor haar klanten. Al sinds 1978. We zorgen ervoor dat institutionele beleggers en financiële professionals verantwoord kunnen investeren om op die manier economische en sociale vooruitgang mogelijk te maken. Dit doen we door middel van actieve en index beleggingsstrategieën en -oplossingen die klanten helpen hun financiële doelen te bereiken: mandaten, fondsen en ETF’s. Dankzij onze researchgerichte en klantspecifieke aanpak zijn wij de vierde* grootste vermogensbeheerder ter wereld met bijna $ 3,90 biljoen USD aan beheerd vermogen.**

Onze aanpak is gedisciplineerd en risicobewust, gebaseerd op uitgebreid onderzoek, zorgvuldige analyse en jaren ervaring. We bouwen vanuit de breedte en bieden een breed universum van actieve- en indexstrategieën aan. We zijn goede beheerders en helpen onze portfoliobedrijven te begrijpen wat duurzaam is. We zijn pioniers op het gebied van index-, actieve en ESG-investeringen.  

State Street Global Advisors heeft haar hoofdkantoor in Boston, Massachusetts en is een onderdeel van State Street Bank & Trust Co., een van ‘s werelds grootste bewaarnemers van effecten.


Research & content

Published 24-11-2021

Market & Macro

Easier access to China’s bond market has highlighted the potential opportunity for foreign fixed income investors to participate in the country’s long-term prosperity. The question for many investors has evolved from one of how to invest in China bonds to one of how much of an allocation to make.
Published 22-11-2021

Market & Macro

Investors could dramatically improve the ESG profile of their Value portfolios by optimizing them to align with multiple objectives, including preserving exposure to the Value factor whilst improving the ESG and climate profile of their portfolios.
Published 19-11-2021

Market & Macro

COP26 resulted in a number of developments that will impact the financial services industry.
A new standards body was established, which will help achieve a longdesired global ESG reporting standard.
Other major developments were made in areas of biodiversity, phasing out of coal, new restrictions on methane, carbon markets preparation and a focus on nurturing green technology innovation.
Published 18-11-2021

Market & Macro

The US Federal Reserve has been gearing up to slow the pace of its bond purchases. But unlike the Taper Tantrum of 2013 that saw an outsized negative impact on emerging market debt, the Fed’s more careful communication this time around makes it unlikely that today’s more resilient emerging bond markets will experience the same fallout.
Published 18-11-2021

Market & Macro

How Investors’ Global Focus on Carbon is Set to Alter the Game
Our latest ESG research reveals an industry poised for a global groundswell of decarbonization target-setting over the next three years. Asset owners say their climate strategies are about creating real change and driving the economic transition, potentially transforming the investment landscape.
Published 8-11-2021

Market & Macro

COP26, the 26th annual UN conference on climate change, is here and expectations are high. In this article, our ESG team explains more about the summit, what might happen there and how this may well impact investors everywhere.
Published 3-11-2021

Market & Macro

The appetite for Chinese bonds is continuing to grow as institutional investors increasingly seek potential yield pick-up opportunities and benefits that flow from having a diversified fixed income portfolio. In this paper, we look at what European bond investors should consider when deciding on what may be the most appropriate allocation to a Chinese fixed income exposure.
Published 29-10-2021

Market & Macro

In our recent Fixed Income survey of over 350 institutional investors, responses confirmed that the trend of increasing investment in Chinese and emerging markets’ bonds remains in place. This paper looks at what investors are thinking when it comes to making investments in these assets.
Published 26-10-2021

Market & Macro

China’s growth story will continue, although that story is changing and becoming more complex. We believe that investment in China remains a unique and compelling opportunity to capture returns, even in light of slowing absolute growth and a unique set of risks.
Published 13-10-2021

Market & Macro

Already a key factor in equity decision-making, our survey revealed that ESG is now truly a mainstream consideration for fixed income institutional investors. How does your portfolio shape up?
Published 13-10-2021

Market & Macro

We are at a tipping point. Positive feedback loops underpinned by innovation will likely lead to a mass displacement of fossil fuels by renewables. In this article, we identify seven feedback loops that are driving a rapid transformation of the global energy system.
Published 7-10-2021

Market & Macro

The 2016 Paris Agreement makes it imperative for investors to plan their journey to net zero.
A number of frameworks exist to help asset owners and managers reach net zero, providing guidelines on decarbonizing portfolios, increasing investments in climate solutions and green technologies, and improving reporting. For asset owners, the most important step is likely to be Portfolio Construction.
Let’s walk this road together and discover how to undertake your Journey to Net Zero.
Published 29-9-2021

Market & Macro

A determined effort by both the public and private sectors to bring about a significant reduction in greenhouse gas emissions in the decade to 2030 also offers the potential for significant capital growth in equities. This new era of climate transition, when paired with discerning and forward-looking equity investment, presents opportunities for generating significant alpha.
Published 27-9-2021

Market & Macro

Earlier this year, State Street Global Advisors conducted a survey of over 350 institutional investors. Our respondents came from pension funds, wealth managers, asset managers, and sovereign wealth funds. Their responses confirmed that there is a substantial shift underway in fixed income investing. This paper is the first in a series that focuses on what the key findings are likely to mean for fixed income investors.
Published 22-9-2021

Market & Macro

We sought to determine whether investors can address their Net Zero objectives without sacrificing the risk and return characteristics of an Enhanced, or low-risk active, approach in emerging markets equities.
By utilising the natural active risk within the Enhanced framework, we were able to integrate climate objectives with only a marginal change in the overall tracking error relative to the benchmark
Published 22-9-2021

Market & Macro

As COP26 approaches, a series of regulatory and economic drivers are emerging which have the potential to dramatically reshape equity investing.
Climate transition planning and competency will become key areas of differentiation for companies.
We see promising opportunities in both Climate Transition and Climate Opportunity Strategies.
Published 16-9-2021

Market & Macro

Climate change is a systemic threat to the global economy and represents both a strategic and operational challenge for all companies. As awareness of the systemic impact of climate change has grown, there has been progress on many fronts.
Published 8-9-2021

Market & Macro

As the world weans itself off fossil fuels, the terms of trade will change, with profound implications for exchange rates and sovereign borrowing costs globally.
The energy transition will likely prove to be a structural headwind to US dollar’s dominance.
Future global imbalances will accrue to countries at the technological forefront.
Published 11-8-2021

Market & Macro

Climate change can no longer be relegated to specialty models but must be integral to the mainstream macroeconomics framework.
This means ESG investing would now be deemed as the necessary new framework for both macroeconomics and investing.
Similarly, macroeconomic policies should seek to address costing disparities associated with new measures of productivity growth that take into account various aspects of climate change.
Published 26-7-2021

Market & Macro

Our latest research uncovers four major trends transforming fixed income portfolios, revealing what is driving institutional investors across the globe to adopt new ways of fixed income investing.
Published 12-7-2021

Market & Macro

In this article, we examine the main net zero frameworks, their common threads and what they mean in practical terms for investors. In particular, we outline the concrete steps that investors need to take to make their portfolios “net zero aligned”.
Published 5-7-2021

Market & Macro

In our recent paper, “Weathering the Storm: Exploring Climate Strategies”, we explored the main approaches to integrating climate considerations in investment portfolios. In this article, we dive deeper and look at some nuances in climate data that need to be considered prior to implementation of climate objectives in equity index portfolios.
Published 28-6-2021

Market & Macro

Investors are now realizing that they can get the high yield exposure they need without the added cost and complexity associated with selecting, evaluating and understanding active management. Read our Case for Global High Yield Indexing
Published 28-6-2021

Market & Macro

Accurate and consistent data is essential to any robust investment strategy or approach and environmental, social, and governance (ESG) investing is no exception. Yet, much has been made of the challenges of ESG data, which has — according to some studies — hindered adoption of ESG and climate investing. In this piece, we outline how ESG ratings can differ between providers and why investors need to be aware of the implications of choosing a particular ESG data provider.
Published 21-6-2021

Market & Macro

Climate change is here and we will experience its impacts for decades to come. How should investors react in an environment where climate risks will only heighten and regulations will only become more onerous?
Published 14-6-2021

Market & Macro

Since we issued our last Global Market Outlook in December, vaccination rollouts and robust monetary and fiscal support have accelerated the pace of economic recovery. COVID-related challenges remain acute in many areas, but the situation is improving, even in hard-hit emerging markets. As the US economy surges, European growth is poised to accelerate; emerging markets will soon follow. It appears that US market leadership may soon give way to international markets.
Published 7-6-2021

Market & Macro

State Street Global Advisors has developed a breakthrough climate bond strategy. Our climate-aware investment process enables you to immediately improve your portfolio’s carbon profile and reduce climate risk, while maintaining target returns.
Published 31-5-2021

Market & Macro

Would you like to make a positive impact through your investments? We argue that investors in listed securities who want to encourage more sustainable corporate behaviour should invest in green bonds.
Published 25-5-2021

Market & Macro

The International Energy Agency (IEA) has just released a report on the need for radical change in the energy sector and beyond to reach net zero emissions by 2050.
In this Q&A, Carlo M. Funk, Head of EMEA ESG Investment Strategy, discusses the report’s key findings and the implications for investors.
Published 20-5-2021

Market & Macro

Cyrus Taraporevala, President and CEO of State Street Global Advisors, shares the challenges and risks we face amid climate change and the critical role investors play globally in holding companies accountable in the journey to net zero, including ensuring beneficial outcomes over the long term.
Published 17-5-2021

Market & Macro

Today's investors are increasingly realizing the benefits of fixed income indexing. Indexing in fixed income appeals to investors for many of the same reasons it appeals in equity:
- diversified, transparent, and cost-effective exposure
- simplifying both governance and manager oversight thereby offering a very strong value proposition
Today's ultra-low rate and spread environment, means fees have a larger impact on yields and returns, making fixed income indexing's cost-effectiveness more attractive than ever.
Index strategies are increasingly seen as a complement to active strategies, given their broader, less concentrated portfolios and consequently higher liquidity. This provides investors with greater flexibility and choice in their asset allocations.
Published 10-5-2021

Market & Macro

- Fixed income indexing has developed tremendously in sophistication, scope and delivery over the past few years.
- Indexing’s ability to capture the full performance potential of even the most complex fixed income exposures, in a highly cost-effective way, means that active management is no longer the default choice for fixed income investors.
- Pandemic-related market disruption shone a spotlight into the myriad risks embedded in active strategies, arguably only resolved by the large-scale interventions by policy-makers. This has accelerated the case for incorporating indexing approaches alongside active ones.
Published 27-4-2021

Market & Macro

With the support of State Street Global Advisors, Climate Bonds has released the Sustainable Debt-Global State of the Market report, which assesses the scale and depth of the green, social, and sustainability (GSS) debt markets as of the end of 2020. The market analysis examines the changes in the GSS debt markets during 2020, while the forward-looking spotlight section explores the development of transition, green recovery finance and EU green market leadership, three themes that will continue to influence market growth into the 2020s.
Published 5-4-2021

Market & Macro

State Street Global Advisors launched its 2020 Investment Stewardship Report showcasing the work undertaken in our mission to build sustainable capital markets and maximize value for our clients.
Report highlights:
• Insights into the World’s Response to the Global Health Crisis
• Driving Forward on Gender, Racial & Ethnic Diversity
• Increasing the Focus on Climate Risk
Published 31-3-2021

Market & Macro

COP26, scheduled to be held from 1 to 12 November 2021, is expected to set the direction on whether ‘hard’ metrics, such as carbon pricing, will dominate environmental risk measures that are adopted in portfolios over the next decade.
Published 31-3-2021

Market & Macro

The market is replete with studies that research the relationship of ESG integration and performance. Tracking error is often discussed in conjunction with performance and the issue of tracking error against a strategic benchmark arises in most client conversations around ESG integration. Learn how investors should evaluate tracking error in light of internal and external pressure for more ESG integration.
Published 24-3-2021

Market & Macro

Two of the most prominent investment trends of the post-global financial crisis world have been the sustained rise of both indexing and environmental, social and governance (ESG) investing. These trends have combined with many investors now seeking ESG and climate indexing strategies to achieve long-term and cost-effective sustainable returns. Yet, many myths have arisen over the years around what sustainability-minded investors can achieve within an index approach. This piece aims to set the facts straight and clear up some misunderstandings of ESG in index investing.
Published 24-3-2021

Market & Macro

Emerging bond markets have rallied strongly since the sharp drawdown last year. Valuations have recovered even as some fundamentals – such as debt sustainability and fiscal discipline – have become challenged. But while the start of 2021 has shown that smooth sailing cannot be guaranteed, there are reasons to remain optimistic towards EMD.
Published 17-3-2021

Market & Macro

Investors aiming to align their portfolios to the Paris Agreement goals have faced challenges in expressing the nuance of alignment credibility within a single temperature metric, as well as assessing differences across sectors and markets.
To address these challenges, we have developed the State Street Sustainable Climate Bond Strategy, which provides corporate bond investors with a framework to act now in aligning portfolios with the Paris Agreement goals, while benefitting from climate transition opportunities.
Published 17-3-2021

Market & Macro

State Street Global Advisors’ Long-Term Asset Class Forecasts (LTACF) form the backbone of our Investment Solutions Group’s (ISG’s) strategic asset allocation process; these forecasts are rigorously vetted throughout our organization and updated quarterly. The LTACF process incorporates a wide range of relevant macro and financial variables to produce a forward-looking estimate of total returns.
Published 8-3-2021

Market & Macro

Emerging market debt (EMD) is a versatile asset. It offers equity investors risk mitigation potential with modest return dilution. For fixed income investors willing to move out the risk spectrum, EMD presents a significant yield pick-up opportunity as fundamentals continue to be relatively healthy, notwithstanding some notable deterioration in the fiscal backdrop during 2020. Investors need to be comfortable with headline and idiosyncratic risk, but in a low (and in some quarters, negative) yield environment, EMD offers significant potential for those investors willing to take a closer look.
Published 8-3-2021

Market & Macro

On March 8th, 2021, we installed a broken glass ceiling surrounding Fearless Girl in New York to celebrate her 4th anniversary and International Women’s Day – symbolizing the many glass ceilings that women have shattered that continue to inspire all of us.
Published 1-3-2021

Market & Macro

- Rates will be lower, and yield curves flatter, for longer. Investors must deal with this reality and plan for optimizing their portfolios accordingly.
- If you need return, you need to look outside Developed Market Government Bonds. Emerging Market, especially China, and High Yield bonds are the key places to consider.
- Credit will be supported by central banks worldwide. We believe that will sustain spread products for some time.
Published 22-2-2021

Market & Macro

Lower rates and flatter yields are no blip. The old ways of finding yield no longer apply.
Is your Fixed Income portfolio right for today’s environment? Or are you still doing things the way you did them years ago?
We have ideas for Fixed Income portfolios that are optimized for today’s market. Ideas for finding yield at the right levels of risk.
Published 19-2-2021

Market & Macro

Data quality is crucial in the world of investment management, and especially so in the area of environmental, social and governance (ESG) investing, where lack of mandatory and consistent reporting of non-financial information by companies makes it challenging for investors to make decisions based on that information.
Most ESG data providers employ their own proprietary methodologies, and ESG scores can differ significantly across providers.
ESG data should be transparent, align with our ESG beliefs, and incorporate our stewardship insights on companies. To achieve this, we have built our own data architecture. We partner with best-in-class data sources to create ESG scores that leverage a transparent materiality map created by the Sustainability Accounting Standards Board (SASB). This platform is used for investment solutions and reporting across asset classes.
Published 8-2-2021

Market & Macro

The Fundamental Value Equity team at State Street Global Advisors has a long history of ESG investing. The team has run a number of exclusion-based mandates since the 1980s, while our long-standing fundamental investment approach and governance activities involved implicit consideration of ESG issues across our broader suite of products. This paper explores the evolution of our process in a changing environment.
Published 1-2-2021

Market & Macro

This piece provides an overview of key developments in the European Union’s (EU’s) Sustainable Finance Agenda that will play out in 2021 and beyond, including the implications of the European Green Deal and the Renewed Sustainable Finance Strategy for financial market participants and financial advisors. The European Central Bank’s (ECB’s) efforts on ESG will be discussed, and in particular, what Banking Union Supervised Institutions should consider in relation to the new compliance challenges. Finally, we provide details of a proposal for potential new regulatory requirements for ESG data providers.
Published 25-1-2021

Market & Macro

There is a growing interest among global investors in divesting, or minimizing exposure to, Fossil Fuel Reserves1 in their portfolios. Specifically, more than 1,200 global institutional investors, with $14.6 trillion in combined assets, have committed to divesting from fossil fuels in 2020.2 These investors seek to position themselves in opposition to the physical effects stemming from climate change, and seek to prepare their firms for future regulation around fossil fuels.
Published 20-1-2021

Market & Macro

In a dramatic change from the previous administration, we expect the administration of President Joseph Biden to implement a broad range of policy changes meant to mitigate climate risk and bring the US back into the global sustainability conversation. We will be monitoring several themes that we believe could arise under the Biden presidency:
•Rising Calls for ESG Disclosure
•Stricter Climate Regulations
•Changing Operational Backdrops in Various Industries
•Investors Increasingly Pricing ESG Criteria Into Decision-Making
•US Department of Labor (DOL) ESG Rule
Published 11-1-2021

Market & Macro

In a year dominated by the COVID-19 pandemic, there has been a renewed focus from governments and companies on the need to address climate change and other sustainability challenges. For their part, many investors are integrating ESG and climate considerations across their portfolios in response to changing attitudes and regulations. Where will all this take us?
Published 31-12-2020

Market & Macro

Growth style equity investing has delivered strong gains over the past decade. Clients who have embraced both Value and Growth strategies in this time would have enjoyed healthy returns, albeit not as rewarding as a Growth-only approach, as the two offset to become closer to neutrality from a style perspective. However, those with an uncovered tilt toward Value have experienced this style’s challenged performance against standard market cap weighted indices.
Published 31-12-2020

Market & Macro

In recent years, climate change has emerged as a key systemic threat, representing both a strategic and business challenge for all companies. State Street Global Advisors’ primary fiduciary obligation is to maximize the long-term returns of our clients’ investments, and we have therefore prioritized climate change as a core theme of our stewardship activities since 2014.
Published 15-12-2020

Market & Macro

As a long-term investor in more than 10,000 public companies across the world, State Street Global Advisors believes that the single most important driver of long-term value is a strong, independent and effective board exercising high-quality oversight. In turn, we have long appreciated the positive correlation among diversity at the workforce and board levels, effective boards and oversight and sustainable long-term financial performance.
Published 15-12-2020

Market & Macro

We believe aligning ESG integration within the active investment process, with a broad and robust asset stewardship and company engagement program, can promote long-term sustainable returns, and higher active returns, for our clients.
Published 1-12-2020

Market & Macro

The ESG investing story of 2020 has centered around the COVID-19 pandemic, but we believe that 2021 could be the transition year for concerted global action to tackle climate change and other environmental and social challenges. ESG investing is gaining momentum that will likely prevail long after the pandemic subsides.
Published 15-11-2020

Market & Macro

State Street Global Advisors has developed a range of state-of-the-art equity climate funds. Our climate-aware investment process enables investors to immediately improve their portfolio’s carbon profile and reduce climate risk, while maintaining target returns.
Published 30-10-2020

Market & Macro

State Street Global Advisors has developed a suite of capabilities to help clients meet their investment goals specific to climate challenges. These include a spectrum of climate-related investment solutions, from exclusionary and mitigation solutions to those that also incorporate adaptation.
Published 15-10-2020

Market & Macro

Designing effective portfolios for climate-related risk management and the transition to low-carbon economies.
Published 30-9-2020

Market & Macro

Measuring, monitoring and reporting on carbon emissions can appear very confusing.
The recommendations from the European Commission’s Technical Expert Group (TEG) on sustainable finance and the Task Force on Climate-related Financial Disclosures (TCFD) have led to several approaches which are currently used in the market place to assess carbon emissions and calculate company and portfolio-level carbon footprint.
Published 15-9-2020

Market & Macro

The COVID-19 pandemic has shown the power of governments to address urgent challenges.
One of the key tools in governments’ armoury has been to introduce a price on carbon emissions. An increasing number of countries and jurisdictions are implementing carbon prices, impacting the operations and asset valuations of companies across regions and sectors. This piece explains why investors should evaluate the impact of such measures.
Published 1-4-2020

Market & Macro

We believe climate change is one of the biggest risks in investment portfolios today. These risks impact a vast amount of segments and industries – not just the obvious polluters. But with climate risk also comes tremendous investment opportunity, as the economy reworks against the impact of climate change. We have developed a range of highly effective solutions to help investors make a material improvement to their carbon profile, while achieving the returns they need. Our solutions can help transform your equity and fixed income portfolios, helping you lose the carbon and keep the returns.

Products and Solutions

(Integrated) Risk Management
Equities
Emerging Markets Equities
Advisory/sub-advisory
ALM/Strategic Advice
Other
Asset Allocation (SAA/TAA/GTAA)
Corp Bonds
Mutual Funds
Bitcoin / crypto-assets
Custody
Derivates
Segregated Accounts
Responsible Investment / ESG
ETFS
Fiduciary Management, (partially) in-house
Fiduciary Management, externally managed only
Structured Products
Commodities
Hedge Funds
High Yield
Mortgages
Impact Investing
Infra & Property
LDI
Multi-Asset Mandates
Emerging Market Debt
Private debt
Private Equity
Research
Securities lending
Govt Bonds
Currency
(Integrated) Risk Management
Equities
Emerging Markets Equities
Advisory/sub-advisory
ALM/Strategic Advice
Other
Asset Allocation (SAA/TAA/GTAA)
Corp Bonds
Mutual Funds
Bitcoin / crypto-assets
Custody
Derivates
Segregated Accounts
Responsible Investment / ESG
ETFS
Fiduciary Management, (partially) in-house
Fiduciary Management, externally managed only
Structured Products
Commodities
Hedge Funds
High Yield
Mortgages
Impact Investing
Infra & Property
LDI
Multi-Asset Mandates
Emerging Market Debt
Private debt
Private Equity
Research
Securities lending
Govt Bonds
Currency

Assets under management

Per beleggingscategorie

*** State Street Global Advisors, per 30 juni 2021.
Gegevens zijn per de vermelde datum en kunnen wijzigen.
Na deze datum moeten ze niet meer als actueel worden beschouwd.




Naar klant-type

*** State Street Global Advisors, per 30 juni 2021.
Gegevens zijn per de vermelde datum en kunnen wijzigen.
Na deze datum moeten ze niet meer als actueel worden beschouwd.




Details


Clients

Investment Beliefs

Elke klant is uniek. Het creëren van succesvolle beleggingsresultaten begint met het begrijpen van de langetermijndoelstellingen en –verplichtingen van de klant. Bij het maken van investeringen houden wij dan ook rekening met het feit dat markten niet altijd efficiënt zijn.

Met onze aanpak richten we ons op activaspreiding om zo langetermijnresultaten en een brede toegang tot de markt te bereiken. Bij het bouwen van efficiënte portfolio’s ligt de focus op een combinatie van de onderliggende risico’s, niet op de labels van de activaklassen. Onze vaardigheid als beheerder helpt daarbij.

Daarnaast zijn wij ervan overtuigd dat beleggingen met een focus op duurzaamheid op lange termijn meer toegevoegde waarde bieden voor onze klanten. Daarom streven we ernaar innovatief te blijven op het gebied van ESG-integratie.

Market View

Voor 2021, verwachten we dat de veerkracht van de markten verder op de proef wordt gesteld. We voorspellen aanhoudende onrust in het kader van de Covid-19 pandemie en dat tegen een achtergrond van fiscale, economische en politieke volatiliteit. Enkele positieve punten: een terugkeer naar groei, hoopvolle vooruitzichten naar een schaalbaar vaccin en de uiteindelijke heropening van de economie wereldwijd. Maar daarachter ligt een onzekere horizon. Alert blijven, en wendbaar, is de boodschap.

Values and Objectives

Verantwoord beleggen om er met z’n allen economisch en sociaal op vooruit te gaan. Dat is onze opdracht. En dat maken we waar door constant te vernieuwen. 

We maken tijd voor onze klanten en zitten graag met hen aan tafel voor een goed gesprek. Zo komen we tot oprecht wederzijds begrip en kunnen problemen opgelost worden. Daarbij laten we ons vooral inspireren door onze schaalgrootte, middelen en jarenlange ervaring.

Daarnaast zijn we al meer dan 30 jaar leider op het gebied van ESG-beleggingen. State Street Global Advisors adviseert en begeleidt haar klanten ten aanzien van het opstellen van een ESG-beleggingsstrategie en implementeert deze in de portefeuille of benchmark. In 2020 hebben we een aantal nieuwe ESG-fondsoplossingen geïntroduceerd: twee fiscaal transparante fondsen tegen een groene benchmark en drie regionale klimaatfondsen.

Performance Measurement

Internal
External
GIPS
Other
Internal
External
GIPS
Other

Fee Structure

Afhankelijk van de wensen van de cliënt en van de aard van de belegging wordt in overleg een fee-structuur vastgesteld.

Disclaimer

* Pensions & Investments Research Center, as of 12/31/20.

** This figure is presented as of June 30, 2021 and includes approximately $63,59 billion USD 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.

*** State Street Global Advisors, as of 30 June 2021. Figures are subject to change. After this date they should no longer be considered as accurate.

State Street Global Advisors Netherlands, Apollo Building 7th floor, Herikerbergweg 29, 1101 CN Amsterdam, Netherlands. T: +31  20 7181 000. State Street Global Advisors Netherlands is a branch office of State Street Global Advisors Europe Limited, registered in Ireland with company number 49934, authorised and regulated by the Central Bank of Ireland, and whose registered office is at 78 Sir John Rogerson’s Quay, Dublin 2.

The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and State Street shall have no liability for decisions based on such information. This communication is directed at professional clients (this includes eligible counterparties as defined by the Netherlands Authority For the Financial Markets) who are deemed both knowledgeable and experienced in matters relating to investments. The products and services to which this communication relates are only available to such persons and persons of any other description (including retail clients) should not rely on this communication.

Investing involves risk including the risk of loss of principal.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

Equity securities are volatile and can decline significantly in response to broad market and economic conditions.

Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates raise, bond prices usually fall); issuer default risk; issuer credit risk; liquidity risk; and inflation risk. These effects are usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. 

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Exp. Date: 31/12/2021