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 $ 4,14 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

Publicatiedatum 25-5-2022

Markt & Macro

In 2021, we believed it was more urgent than ever before to respond to growing climate risk. Our 2021 report showcases the engagement and voting activity we undertook in our mission to build sustainable capital markets and maximize value for our clients.
Publicatiedatum 25-5-2022

Markt & Macro

The world has changed since we published our Building a Better Bond Portfolio paper at the start of the year.
While many elements of our outlook for bonds remain in tact, this companion piece highlights some key considerations in light of Russia’s invasion of Ukraine and evolving central bank positions. Discover what’s changed and what to do about it…
Publicatiedatum 25-5-2022

Markt & Macro

Achieving benchmark performance in an indexed fixed income portfolio requires more than a passive approach. Read about our techniques to exploit market inefficiencies and deliver what we call ‘implementation alpha’.
Publicatiedatum 25-5-2022

Markt & Macro

ESG is increasingly at the top of many institutional investors’ agendas today and the focus is no longer solely on equity. Whether driven by regulation or the momentum of Net Zero, investors are putting much more thought into how to successfully
embed ESG into their fixed income investments. We outline the approaches investors can take to integrate ESG into their fixed income investments.
Publicatiedatum 25-5-2022

Markt & Macro

On 20 April, we submitted our interim net zero targets for 2030 to the Net Zero Asset Manager initiative. We have set the following three targets for our in-scope assets, based on the IIGCC Paris Aligned Investment Initiative’s Net Zero:
- Portfolio coverage
- Engagement
- Emission reduction.
Read more...
Publicatiedatum 12-5-2022

Markt & Macro

We have set targets for our in-scope assets, using the IIGCC Paris Aligned Investment Initiative’s Net Zero Investment Framework as our base starting point. Given our business model, our aggregate portfolio broadly reflects the market, and our perspective is that of a universal owner of assets. This means that real-economy carbon emissions reductions, across all sectors and all regions, are critical for our ability to meet our Net Zero goals by 2050. Our strategy for increasing the proportion of assets to be managed in line with net zero is tailored to the key levers we have to further the transition to a low- carbon economy. We have already begun our journey.
Publicatiedatum 25-3-2022

Markt & Macro

Over the last ten years, the emerging market debt (EMD) market has grown significantly. It now accounts for over 25% of the global bond market and trading liquidity has improved considerably.* We think this makes it too big for global bond investors to ignore. In the current low yield environment, EMD provides an attractive yield pick-up relative to investment grade bonds, while its lower correlation and higher growth factor exposure compared to global aggregate bonds offers diversification benefits.
Publicatiedatum 8-3-2022

Markt & Macro

State Street Global Advisors is closely watching events and markets as we seek to guide our clients through the investment challenges presented by the Russia-Ukraine crisis. In this commentary, we’ll provide our current views in response to some of the most urgent questions we’ve received related to environmental, social, and governance (ESG) issues.
Publicatiedatum 4-3-2022

Markt & Macro

State Street Global Advisors has suspended the purchase of Russian securities in all portfolios for the foreseeable future.
Our overall exposure to Russian securities is less than 0.01% of our total assets under management,* which are primarily invested in portfolios tracking various equity and fixed income indices. We have been actively engaging with index providers to push for the removal of Russian securities from their indices, which many have announced will commence next week.
We will continue to manage portfolios in alignment with client objectives, and we are carefully considering ongoing market, regulatory and fiduciary duties as we navigate this evolving situation.
Publicatiedatum 2-3-2022

Markt & Macro

Three key points on the current environment and implications for investors.
Publicatiedatum 2-3-2022

Markt & Macro

As the Russia/Ukraine conflict continues to unfold, the grave human toll is our foremost concern. As investors, we are watching events and markets closely as we work to guide our clients through the investment challenges presented by this crisis. In this commentary, we’ll provide our current views on some of the most urgent questions we’re receiving from clients today.
Publicatiedatum 2-3-2022

Markt & Macro

As investors progress on their journeys to net zero and decarbonization in general, Paris-Aligned Benchmarks (PABs) are becoming more critical to investors everywhere.
Publicatiedatum 22-2-2022

Markt & Macro

With the rise of climate investing, the increasing recognition of environmental risks and investors across the world beginning their journey to Net Zero, climate metrics are becoming a vital component of successful investment decisions.
Publicatiedatum 8-2-2022

Markt & Macro

Today’s fixed income challenges are known by all. Flattening curves, elevated inflation and bond market volatility are all there. But they’re not insurmountable and not the whole story. Smart investors are reimagining their bond portfolio and just how rewarding it can be.
Publicatiedatum 1-2-2022

Markt & Macro

Bond investors everywhere remain on the hunt for yield. The opportunities are out there. You just need to broaden your horizons and bring your portfolio into shape for the year ahead.
Publicatiedatum 21-1-2022

Markt & Macro

In the past dozen years, the indexed investment management industry has survived two great stress tests — the financial crisis of 2008 and the pandemic of 2020. It has emerged not merely unscathed but strengthened.
Publicatiedatum 16-12-2021

Markt & Macro

Climate change has already become one of the most prominent line items on the world’s agenda. But we believe that its impact on the global macroeconomy is just beginning and increasing in pace. In our view, investors should think of the transition to a low-carbon economy as a multi-dimensional shock event, spread out over time, that will have major regulatory and economic consequences and profound investment implications. Investors who think the pace of climate-related change in markets/economies will be slow could be in for a major surprise.
Publicatiedatum 8-12-2021

Markt & Macro

While the world maintains its focus on the battle against COVID-19, there are reasons for optimism in the months ahead. We believe the current economic recovery will continue to deliver above-potential global growth. But as we move past peak growth and peak policy accommodation, the recovery that follows will likely be uneven and multi-layered. Many risks to the outlook remain, including uncertainty about inflation.
Publicatiedatum 24-11-2021

Markt & 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.
Publicatiedatum 22-11-2021

Markt & 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.
Publicatiedatum 19-11-2021

Markt & 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.
Publicatiedatum 18-11-2021

Markt & 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.
Publicatiedatum 18-11-2021

Markt & 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.
Publicatiedatum 8-11-2021

Markt & 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.
Publicatiedatum 3-11-2021

Markt & 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.
Publicatiedatum 29-10-2021

Markt & 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.
Publicatiedatum 26-10-2021

Markt & 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.
Publicatiedatum 13-10-2021

Markt & 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?
Publicatiedatum 13-10-2021

Markt & 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.
Publicatiedatum 7-10-2021

Markt & 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.
Publicatiedatum 29-9-2021

Markt & 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.
Publicatiedatum 27-9-2021

Markt & 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.
Publicatiedatum 22-9-2021

Markt & 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
Publicatiedatum 22-9-2021

Markt & 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.
Publicatiedatum 16-9-2021

Markt & 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.
Publicatiedatum 8-9-2021

Markt & 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.
Publicatiedatum 11-8-2021

Markt & 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.
Publicatiedatum 26-7-2021

Markt & 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.
Publicatiedatum 12-7-2021

Markt & 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”.
Publicatiedatum 5-7-2021

Markt & 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.
Publicatiedatum 28-6-2021

Markt & 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
Publicatiedatum 28-6-2021

Markt & 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.
Publicatiedatum 21-6-2021

Markt & 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?
Publicatiedatum 14-6-2021

Markt & 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.
Publicatiedatum 7-6-2021

Markt & 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.
Publicatiedatum 31-5-2021

Markt & 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.
Publicatiedatum 25-5-2021

Markt & 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.
Publicatiedatum 20-5-2021

Markt & 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.
Publicatiedatum 17-5-2021

Markt & 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.
Publicatiedatum 10-5-2021

Markt & 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.
Publicatiedatum 27-4-2021

Markt & 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.
Publicatiedatum 5-4-2021

Markt & 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
Publicatiedatum 31-3-2021

Markt & 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.
Publicatiedatum 31-3-2021

Markt & 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.
Publicatiedatum 24-3-2021

Markt & 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.
Publicatiedatum 24-3-2021

Markt & 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.
Publicatiedatum 17-3-2021

Markt & 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.
Publicatiedatum 17-3-2021

Markt & 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.
Publicatiedatum 8-3-2021

Markt & 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.
Publicatiedatum 8-3-2021

Markt & 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.
Publicatiedatum 22-2-2021

Markt & 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.
Publicatiedatum 31-12-2020

Markt & 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.
Publicatiedatum 15-12-2020

Markt & 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.
Publicatiedatum 1-4-2020

Markt & 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.

Producten en Oplossingen

(Integraal) Risicomanagement
Aandelen
Aandelen opkomende markten
Advisory/sub-advisory
ALM/strategisch advies
Andere
Assetallocatie (SAA/TAA/GTAA)
Bedrijfsobligaties
Beleggingsfondsen
Bitcoin / crypto-assets
Custody
Derivaten
Discretionaire mandaten
Duurzaam beleggen / ESG
ETFS
Fiduciair beheer, (deels) intern beheerd
Fiduciair beheer, uitsluitend extern beheerd
Gestructureerde producten
Grondstoffen
Hedgefondsen
High yield
Hypotheken
Impact beleggen
Infrastructuur & Vastgoed
LDI
Multi-asset mandaten
Obligaties opkomende markten
Private debt
Private Equity
Research
Securities lending
Staatsobligaties
Valuta
(Integraal) Risicomanagement
Aandelen
Aandelen opkomende markten
Advisory/sub-advisory
ALM/strategisch advies
Andere
Assetallocatie (SAA/TAA/GTAA)
Bedrijfsobligaties
Beleggingsfondsen
Bitcoin / crypto-assets
Custody
Derivaten
Discretionaire mandaten
Duurzaam beleggen / ESG
ETFS
Fiduciair beheer, (deels) intern beheerd
Fiduciair beheer, uitsluitend extern beheerd
Gestructureerde producten
Grondstoffen
Hedgefondsen
High yield
Hypotheken
Impact beleggen
Infrastructuur & Vastgoed
LDI
Multi-asset mandaten
Obligaties opkomende markten
Private debt
Private Equity
Research
Securities lending
Staatsobligaties
Valuta

Vermogen onder beheer

Per beleggingscategorie

*** State Street Global Advisors, per 31 december 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 31 december 2021.
Gegevens zijn per de vermelde datum en kunnen wijzigen.
Na deze datum moeten ze niet meer als actueel worden beschouwd.




Bijzonderheden

State Street Global Advisors is actief op de Nederlandse markt sinds 1992. Het team werkt sinds 2008 vanuit het kantoor in Amsterdam en bestaat uit acht professionals, waarvan er zich vijf voltijds toeleggen op het bedienen van Nederlandse institutionele partijen. Momenteel beheert dit team meer dan 83 miljard euro voor circa 90 klanten.*** Daarnaast beschikken we over drie teamleden die zich focussen op de distributie van onze SPDR ETF’s in Nederland.

Klanten

Beleggingsovertuigingen

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.

Marktvisie

We zijn voorzichtig optimistisch voor 2022. De markten worden verder op de proef gesteld door de Covid-19 pandemie, maar er is spaargeld om groei te ondersteunen, niettegenstaande de onzekerheid over inflatie en het monetaire beleid. Terwijl we hopen uit de humanitaire en economische crisis te klimmen, komen andere, dringende zaken terug op de voorgrond: de zoektocht naar rendement in een lage-rente omgeving, en de klimaatcrisis – allesbepalend de komende jaren.

Ambities en Waarden

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. De voorbije jaren hebben we een aantal nieuwe ESG-fondsoplossingen geïntroduceerd: twee fiscaal transparante fondsen tegen een groene benchmark en drie regionale klimaatfondsen. Ook onze bestaande fondsen blijven we verder vergroenen. Daarnaast anticiperen we op de trends die we zien en verwachten op de markt, zowel op het gebied van wet- en regelgeving als op onderwerpen als klimaat, SDG’s en impact investing.

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

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

** This figure is presented as of  31 December, 2021 and includes approximately $61,43 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 31 December 2021. Figures are subject to change. After this date they should no longer be considered as accurate.

Netherlands: 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.

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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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Information Classification: General

4014694.1.1.EMEA.INST

Exp. Date: 31/12/2022