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        Target Climate Change in Your Equity Portfolio

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        Carlo Maximilian Funk, EMEA Head of ESG Investment Strategy outlines the key features and benefits of the Sustainable Climate Equity Funds

        State Street Sustainable Climate Equity Funds

        The State Street Sustainable Climate Equity Funds are a long-only investment approach that allow investors to mitigation and adapt to current and future climate change risks.

        Designed from the ground up to be flexible, we can create client portfolios that target reductions in current and future carbon emissions, increase exposure to green revenues, and increase resiliency to the physical risks posed by climate change.

        The Funds are aligned with the Paris Agreement goals and are designed for investors who wish to make their portfolios resilient to climate risks and the transition to a low-carbon economy.

        The Funds Aim to Achieve the Following Objectives:

        Our Four-step Investment Process

        1. Start with the Right Universe

        Clients can select any standard investment grade or high-yield credit or aggregate benchmark which include corporate bonds. We first incorporate aset of screens that are aligned with our climate and ESG objectives. We then utilise three sets of exclusions based on product involvement and prescriptive regulatory screens.

        2. Source the Best Data

        We source the highest-quality climate and ESG data from leading dataproviders — Trucost, Climate Bonds Initiative, ISS ESG, MSCI, Sustainalytics and our internal R-FactorTM.

        3. Design for Optimal Outcomes

        We use a mitigation and adaptation framework to rebalance the portfolio towards companies that will achieve our stated objectives:

        Reduce Exposure to companies with worse climate profiles. Eliminate highly polluting sectors

        Increase Exposure to green bonds which funds projects that have positiveenvironmental and/or elminate benefits

        Increase Resiliency by targeting companies that are positioned to benefitfrom transition to the low-carbon economy.

        We then balance the portfolio to target the highest expected risk-adjusted return, given the desired constraints

        4. Maximise Value

        The portfolio is implemented using an indexed approach to deliver aconsistent, cost-efficient and diversified bond exposure.

        Discover More

        Read our full commentary for further information on our Sustainable Climate Bond Funds.

        MARKETING COMMUNICATION

                                           

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        SSGA SPDR ETFS MAY NOT BE AVAILABLE OR SUITABLE FOR ALL. SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.

         

        Investing involves risk including the risk of loss of principal.

         

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        The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation 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.

         

        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.

         

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        This content has been issued by State Street Global Advisors Europe Limited (“SSGAEL”), regulated by the Central Bank of Ireland. Registered office address 78 Sir John Rogerson’s Quay, Dublin 2. Registered number 49934. T: +353 (0)1 776 3000. Fax: +353 (0)1 776 3300.

         

        FOR EUROPEAN SPDR ETFs and MANAGED FUNDS:

         

        Please refer to the Fund’s latest Key Information Document (KID) and Prospectus before making any final investment decision. The latest English version of the prospectus and the KID can be found at www.ssga.com. A summary of investor rights can be found here:

         

        Managed Funds: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-investors-rights-summary-non-etf-ireland.pdf

         

        SPDR ETFs: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-spdr-investors-rights-summary.pdf

         

        Note that the Management Company may decide to terminate the arrangements made for marketing and proceed with de-notification in compliance with Article 93a of Directive 2009/65/EC.

         

        SPDR ETFs is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by Central Bank of Ireland as open-ended UCITS investment companies.

         

        SSGA SPDR ETFs Europe I & SPDR ETFs Europe II plc issue SPDR ETFs, and is an open-ended investment company with variable capital having segregated liability between its sub-funds. The Company is organized as an Undertaking for Collective Investments in Transferable Securities (UCITS) under the laws of Ireland and authorized as a UCITS by the Central Bank of Ireland.

         

        FOR STRATEGIES:

         

        This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.

         

        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.

        4978691.1.2.EMEA.INST

        Exp: 31.01.2024

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