Sustainable Investing

Our sustainable investing capabilities leverage investment expertise, deep research, proprietary solutions, and robust reporting to give investors a range of choices and insights to support them in achieving their sustainability-related goals and invest with confidence.

Our Sustainable Investing Capabilities

The ability to develop flexible and tailored solutions is important to help meet the variety of unique needs and risks investors face. Through partnership with our clients, data-driven analysis, and a commitment to seek long-term value creation, we help investors pursue their unique sustainable investment objectives.

Our sustainable investment offerings include:

Systematic beta and index tracking investment solutions
Alpha-seeking investment solutions

Our Latest Thinking

Through our investment insights, reporting capabilities, and advanced analytics, we seek to ensure investors have access to the information and tools they need to understand and assess sustainability characteristics in their portfolios.

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Climate Investing Capabilities

To help investors with sustainable investment goals integrate climate-related considerations according to their specific objectives, we have developed a range of solutions and tools designed to measure and manage climate risk exposure and to identify sustainable investment opportunities.

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Customized Solutions

We understand that our clients view their portfolios — and, in turn, their sustainable investing objectives — holistically. We seek to be a strategic partner to our clients and are able to incorporate sustainable investing criteria across equities, fixed income, and other asset classes for investors with sustainable investment objectives.

We employ an iterative, consultative process when partnering with investors to help ensure all relevant objectives and investment concerns are taken into consideration. Our process includes inputs from across the organization, including insights and expertise from:

Research Teams
Traders and Portfolio Managers
Investment Strategists
Risk Management Professionals
Data Analytics & Reporting Specialists

By partnering with clients and collaborating with our research and investment colleagues, we are able to design bespoke solutions that help our clients align their sustainable objectives with their investments.

Enabling Investors’ Sustainability Objectives

We have extensive experience helping institutional investors integrate sustainability requirements into their investments and have been a signatory to the Principles for Responsible Investment (PRI) since 2012.

We are committed to offering investment solutions, proxy voting, and stewardship capabilities to provide choice and facilitate clients in achieving their sustainable investing objectives.

1980s-2000s

1985
Launched our first multi-asset mandate applying negative sustainable investing screening.

1988
Launched our first equity index mandate applying negative sustainable investing screening.

1996
Launched our first fixed-income index mandate applying negative sustainable investing screening.

2010s

2012
Became a signatory to the PRI. Launched our first green bond strategy.

2014
Launched a low-carbon ETF.

2015
Launched a fossil fuel reserves-free ETF. Launched the industry’s first green bond index fund.

2016
Launched an innovative gender-diversity ETF.

2017
Launched Fearless Girl .

2018
Launched climate investment solutions across equity and corporate bond strategies. Developed client sustainability analytics.

2019
Launched the R-Factor™ Score. Developed a proprietary climate investment framework. Established a proprietary exclusionary screening framework.

2020s

2020
Joined the Climate Bonds Initiative. Selected as one of the 36 companies for the PRI Leaders’ Group for climate reporting.

2021
Launched a climate corporate bond strategy. Enhanced reporting capabilities to support the Task Force on Climate-related Financial Disclosures (TCFD) reporting of UK pension plans.

2023
Launched the Proxy Voting Choice program to empower clients to direct the proxy voting of shares owned by eligible funds and segregated accounts in which they are invested.

2024
Launched a new active climate- transition equity strategy. Enhanced our proprietary equity and fixed-income climate frameworks to incorporate
forward-looking metrics. Announced a new client-driven Sustainability Stewardship Service to support clients who wish for more engagement with portfolio companies on certain sustainability topics.

Team and Track Record

We have an extensive sustainable investing track record, as well as dedicated Sustainable Investing and Asset Stewardship teams covering data and research, integration and strategy, and engagement and voting. We leverage additional sustainable investing resources within our investment, marketing, and reporting teams.

Unlock The Climate Files

Four revealing case studies showcasing the latest climate investing techniques for bond investors.

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Sustainability Data Platform

Sustainable investing requires tools to measure, manage, and disclose the risks and opportunities within an investment portfolio.

Our sustainability and research platform includes multiple datasets from a number of data providers, leveraging thematic information from leading third-party vendors. These datasets cover a range of matters including sustainability ratings and scores, thematic sustainability topics like climate (e.g., carbon emissions, fossil fuel reserves, brown and green revenues, physical and transition risk, and climate value-at-risk), corporate governance, controversies, and product involvement.

Our multi-source data architecture, combined with our proprietary sustainability insights, provides us with the expertise and flexibility needed for data collection and integration. We utilize a variety of data sources and metrics to manage investment solutions tailored to the unique needs of our clients.

Net Zero

For investors who seek to align with the Paris Agreement and achieve net zero emissions, we offer climate-aware investment solutions and provide comprehensive reporting to help identify climate-related risks and opportunities within portfolios.

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Asset Stewardship

Our Asset Stewardship program is centered on the pursuit of long-term value for our clients’ portfolios through voting at shareholder meetings and engaging with the companies in which we invest on behalf of our clients. Our Asset Stewardship program focuses on three broad principles: effective board oversight, disclosure, and shareholder protection. These principles serve as the foundation for our engagement and voting activities.

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To learn more about sustainable investing at State Street Global Advisors, contact us.

Disclosure

Important Risk Disclosures

Marketing Communication

For institutional / professional investors use only.

State Street Global Advisors Worldwide Entities

The returns on a portfolio of securities which exclude companies that do not meet the portfolio's sustainable strategy criteria may trail the returns on a portfolio of securities which include such companies. A portfolio's sustainable strategy criteria may result in the portfolio investing in industry sectors or securities which underperform the market as a whole.

R-Factor scoring is designed by State Street to reflect certain sustainability factors and does not represent investment performance. Results generated out of the scoring model are based on sustainability dimensions of a scored entity.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Past performance is not a reliable indicator of future performance.

Investing involves risk including the risk of loss of principal. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research. This communication is directed at professional clients (this includes eligible counterparties as defined by the appropriate EU regulator) 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.

The views expressed are the views of the State Street Global Advisors Sustainable Investing Strategy Team through [insert date], and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance, and actual results or developments may differ materially from those projected.

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.

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