State Street Global Advisors Asset manager

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State Street Global Advisors
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Al enkele decennia zorgt State Street Global Advisors dat institutionele beleggers en financiële professionals op een verantwoorde wijze kunnen investeren om economische welvaart en sociale vooruitgang mogelijk te maken. We doen dit door middel van actieve en index beleggingsstrategieën en -oplossingen die klanten helpen hun financiële doelen te bereiken. Denk hierbij aan mandaten, fondsen en ETF’s afgestemd naar de noden van onze klant. Onze researchgerichte en klantspecifieke aanpak zorgt ervoor dat wij tot een van de grootste asset managers ter wereld behoren met bijna € 2,7 biljoen* aan beheerd vermogen.


SSGA heeft haar hoofdkantoor in Boston en sinds 1992 bedient SSGA de Nederlandse institutionele markt vanuit ons kantoor in Amsterdam, dat in 2008 werd geopend. Het team bestaat uit 10 leden waarvan er 5 zich voltijds toeleggen op het bedienen van Nederlandse institutionele partijen. Momenteel beheert dit team ruim € 45 miljard voor meer dan 120 klanten.


Daarnaast beschikken we over 4 teamleden die zich focussen op de distributie van onze SPDR ETF’s in Nederland, alsook een persoon die zich toelegt op pensioenstrategie.


Producten en Oplossingen

Advisory/sub-advisory
Securities lending
Custody
Research
ALM/strategisch advies
Assetallocatie (SAA/TAA/GTAA)
LDI
(Integraal) Risicomanagement
Fiduciair beheer, uitsluitend extern beheerd
Fiduciair beheer, (deels) intern beheerd
Multi-asset mandaten
Discretionaire mandaten
Beleggingsfondsen
Gestructureerde producten
ETFS
Derivaten
Andere
Advisory/sub-advisory
Securities lending
Custody
Research
ALM/strategisch advies
Assetallocatie (SAA/TAA/GTAA)
LDI
(Integraal) Risicomanagement
Fiduciair beheer, uitsluitend extern beheerd
Fiduciair beheer, (deels) intern beheerd
Multi-asset mandaten
Discretionaire mandaten
Beleggingsfondsen
Gestructureerde producten
ETFS
Derivaten
Andere

Vermogen onder beheer

Per beleggingscategorie

** State Street Global Advisors, per maart 2020.
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 maart 2020.
Gegevens zijn per de vermelde datum en kunnen wijzigen.
Na deze datum moeten ze niet meer als actueel worden beschouwd.




Klanten

Beleggingsovertuigingen

Het creëren van succesvolle beleggingsresultaten begint met het begrijpen van de verschillende dimensies van de langetermijndoelstellingen en -verplichtingen van een klant. Als tweede, weten dat markten niet altijd efficiënt zijn en dit ook meenemen in de gemaakte investeringen.

Dit betekent dat we ons richten op activaspreiding voor onze langetermijnresultaten. We zijn ons bewust van de onderliggende risico’s en houden deze nauwlettend in de gaten. Onderliggende risico’s is waar bij ons de focus op moet liggen, niet de labels van de activaklassen.

Marktvisie

De mondiale aanwezigheid van SSGA stelt ons in staat om effectief te beleggen in markten over de hele wereld en ons tegelijkertijd in te zetten om de doelstellingen van elke klant te realiseren. Onze grootte en ervaring zorgen ervoor dat we een betere toegang tot de internationale financiële markten hebben en bieden onze klanten de voordelen van liquiditeit, kostenefficiëntie en precisie in het beleggen.

ESG speelt een belangrijke rol in onze strategie, wij zijn al dertig jaar voorlopers op het gebied van ESG-beleggingen. Onze unieke ESG data-technologie combineert de input van 12 externe data providers om zo de best-in-class data te kunnen gebruiken. Hierdoor zijn wij in staat maatwerk te bieden op het gebied van ESG en kunnen we zo onze klanten ondersteunen in het behalen van hun ESG-doelstellingen.

Ambities en Waarden

WIJ ZIJN INNOVATORS: die streven naar het opnieuw uitvinden van de manieren waarop we investeren, low-cost indexbeleggen, de eerste ETF in de VS creëren of een vroege leider zijn in actief kwantitatief beleggen.

WIJ ZIJN PROBLEEMOPLOSSERS: die putten uit onze schaalgrootte, middelen en ervaring om met klanten samen te werken bij het vinden van oplossingen om wereldwijde uitdagingen aan te pakken.

WIJ ZIJN BEHEERDERS: die onze verantwoordelijkheid nemen om duurzame waarde te creëren voor onze klanten, om portfoliobedrijven te duwen om de kwaliteit van hun bestuur te verbeteren en hen aan te moedigen langetermijnrisico's te overwegen.

WIJ ZIJN OPVOEDERS: die erkennen dat klanten, beleidsmakers en de media een betrouwbare bron nodig hebben om hen te helpen een complexe en snel veranderende wereld te begrijpen.

Performancemeting

Intern
Extern
GIPS
Andere
Intern
Extern
GIPS
Andere

Vergoedingstructuur

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

Disclaimer

*AUM vertegenwoordigt ongeveer $50,01 miljard USD (per 31 maart 2020), waarbij State Street Global Advisors Funds Distributors, LLC als marketingagent fungeert; State Street Global Advisors Funds Distributors, LLC en State Street Global Advisors zijn gelieerd.

State Street Global Advisors Limited, Herikerbergweg 29, 1101 CN Amsterdam, The Netherlands. Telephone: +31 20 718 1701. www.ssga.nl

SSGA Netherlands is a branch of State Street Global Advisors limited State Street Global Advisors Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom. 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 areusually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

©2020 State Street Corporation - All Rights Reserved

Expiration Date: 12/31/2020

2893663.1.1.EMEA.INST


Research & Kennisdeling

Markt & Macro

Publicatiedatum 14-7-2020
At State Street Global Advisors, we engage in environmental, social and governance investing (ESG) across a broad range of asset classes and investment styles. Approaches range from the screening of ESG themes to the full integration of ESG criteria in investment processes employed by our active quantitative equities (AQE) team. Our AQE group views ESG as a source of alpha that could lead to positive portfolio performance over time. In this article, we look at how AQE includes ESG as a measure of quality when evaluating stocks.
Publicatiedatum 8-7-2020
The market has seemingly shunned European banks, perhaps remembering the near collapse of the sector in 2008. However, we think banks have the capital to absorb potential losses in the current COVID-19 environment. As part of the solution to this crisis, European banks could improve their ESG scores and enhance their investor appeal.
Publicatiedatum 7-7-2020
Incorporating ESG considerations into portfolios is clearly a growing priority for many investors today. Whether driven by regulation, investment beliefs or values — investors are increasingly asking how their indexed or passive investments can adapt to new realities. Index managers have broadened their toolkits and are able to offer portfolios that no longer just capture the wider market but that have specific objectives, such as efficiently incorporating ESG criteria. So, how can index managers help investors futureproof their portfolios?
Publicatiedatum 1-7-2020
The popularity of ESG investment strategies has only increased during the COVID-19 pandemic and we expect this trend to continue. In particular, we will see an increasing focus on climate and green bond investing as investors seek to mitigate climate risks and have a positive real-world impact.
Publicatiedatum 26-6-2020
Board directors often ask us: “What's the one question about ESG that I need to ask at the next board meeting?” Our answer is simple: Ask “What is our ESG score?”
While many companies have no idea how to reply to that question, we believe that a company’s ESG score will ultimately become as important as their credit ratings for investment purposes.
Publicatiedatum 19-6-2020
While ESG is at the top of many institutional investors’ agendas today, the focus has primarily been on the equity portion of their investments; but this is changing. Investors are now putting more thought into how to successfully embed ESG into their fixed income investments. We outline the approaches investors can take to integrate ESG into fixed income investments, what the challenges are and how State Street Global Advisors can help.
Publicatiedatum 11-6-2020
Investors are increasingly interested in incorporating environmental, social and governance (ESG) considerations into their portfolios — including in policy benchmarks. Yet the ongoing lack of ESG market infrastructure means that not all ESG indices are created equally. In this paper, we examine the Bloomberg SASB ESG Index family as a case study of key considerations facing investors interested in ESG indices.
Publicatiedatum 11-6-2020
When it comes to data about a company’s ESG practices there are significant barriers to quality. With investors increasingly viewing material ESG factors as being critical drivers of a company’s ability to generate sustainable long-term performance, asset owners and their investment managers need solutions to these data challenges.
Publicatiedatum 3-6-2020
While some investment managers are just waking up to the idea of incorporating ESG into
their investment process to meet client needs, State Street’s Fundamental Growth and Core
(FGC) Equity team has a long history of integrating ESG concepts into its fundamental analysis of companies.
Publicatiedatum 3-6-2020
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.
Publicatiedatum 27-5-2020
Policy-makers in China changed direction by implementing new security measures in Hong Kong and removing a target for GDP growth. These economic cum political decisions should continue to make Chinese assets attractive for global investors, though they could pose a relative headwind for other Emerging Markets. Yet, market dynamics will depend more on how DM countries manage their exits from lockdown.
Publicatiedatum 15-5-2020
Achieving the ambitious goals outlined in the Paris Agreement requires that investors do more than simply reduce their portfolios’ carbon footprints. This understanding was one of the key drivers behind the development of the State Street Global Advisors Sustainable Climate Strategy. This Strategy is a long-only investment approach that uses a mitigation + adaptation methodology to build climate change thematically into equity portfolios. It's designed for investors who wish prepare their portfolios for the transition to a low-carbon economy, in a scalable and risk-aware way.
Publicatiedatum 7-5-2020
The COVID-19 pandemic represents the most serious global public health challenge for over 100 years. When the crisis passes, we will have a unique opportunity to build a new world as the pandemic — and its widespread impact — has the potential to facilitate the transition from fossil fuels to renewables. The crisis is likely to bring forward peak demand for fossil fuels (first coal, then oil and then gas) and weaken the lobbying power of incumbents. It also creates space for policymakers to implement a fairer, more sustainable energy system and so enables the clean energy revolution to continue.
Amid the difficult challenges we face, this is an area where we can be hopeful for the future.
Publicatiedatum 30-4-2020
In our December 2019 Global Market Outlook, State Street Global Advisors argued that trade war de-escalation, consumer and service sector resilience, and accommodative monetary policies were poised to bring about a modest global growth acceleration in 2020. The COVID-19 crisis has clearly changed those dynamics. Nevertheless, while the baseline has shifted sharply lower, our assessment of how the global economy may fare as we emerge from this crisis is more optimistic than consensus.
As this crisis unfolds, the sentiment we identified in our December Outlook seems, if anything, even more relevant now: The only way out is still through.
Publicatiedatum 22-4-2020
Portfolio construction strategies for climate-related risk management and the transition to a low-carbon economy.
Publicatiedatum 15-4-2020
The COVID-19 pandemic is having devastating effects on almost all areas of our lives, both professional and private. It shows us how vulnerable we are as individuals and as a society. It also highlights how globally interconnected we are, especially in terms of commerce and trade.
Where will this lead us when it comes to the value and adoption of ESG?
Publicatiedatum 1-4-2020
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.
Publicatiedatum 11-1-2020
Growing fears around the threat of man-made climate change combined with the increasing attractiveness of renewable energy have led to a paradigm shift that is driving a steady transition towards renewables.
Publicatiedatum 4-1-2020
Climate change definitively entered mainstream public and political debate in 2019.
New EU regulations and green commitments promise progress in boosting investor capital to tackle climate change but a united global commitment to cut carbon emissions remains out of reach.
Alongside regulations, improvements in ESG and climate data and reporting should drive further adoption of ESG and particularly climate change-aware investment approaches across Europe.
Read on for our five ESG themes in 2020.
Publicatiedatum 1-1-2020
Climate change has become the defining issue of our time. The threat of global warming driven by fossil fuel use and the dangers of inaction to reduce greenhouse gas emissions are leading to a re-evaluation of how we generate and use energy.
Publicatiedatum 1-1-2020
The European Union’s ‘Action Plan on Financing Sustainable Growth’ has published into law two new categories of climate benchmarks and ESG disclosures for benchmarks. What are the implications for investors?
Publicatiedatum 30-11-2019
To gain deeper insights into how investors are implementing ESG strategies into their portfolios and the challenges they face, in mid-2019 State Street Global Advisors surveyed senior executives with asset allocation responsibilities at over 300 institutions. They included private and public pension funds, endowments, foundations and official institutions. Respondents are directly involved in or influence asset allocation decisions.
Publicatiedatum 31-3-2020
For four decades, State Street Global Advisors has believed that investing responsibly enables economic prosperity and social progress. Our clients are the world’s governments, institutions and financial advisors — and together we partner to solve some of the world’s most pressing investment challenges.