To help investors build more climate-resilient portfolios, our team are designing the next generation of climate change solutions.
Climate change poses a significant systemic risk within investment portfolios. However, with climate risk comes tremendous opportunity with the increasing attractiveness of renewable energy driving investment to fossil fuel alternatives.
Explore our equity and fixed income solutions that mitigate and adapt to climate change risks, and position portfolios for the transition to a low carbon economy.
The future won’t wait. Start your transition today.
Our climate reporting is designed to help clients understand how their strategy performs against investment objectives and climate focused objectives. The report can potentially help clients meet regulatory obligations, as well as their climate reporting obligations to beneficiaries, trustees, and other stakeholders.
Climate change has been a core theme of State Street Global Advisors’ stewardship activities since 2014.
Investing involves risk including the risk of loss of principal. Equity securities may fluctuate in value in response to the activities of individual companies and general market and economic conditions. Investing in foreign domiciled securities may involve risk of capital loss from unfavourable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations. 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.
The returns on a portfolio of securities which exclude companies that do not meet the portfolio's specified ESG criteria may trail the returns on a portfolio of securities which include such companies. A portfolio's ESG criteria may result in the portfolio investing in industry sectors or securities which underperform the market as a whole.
Responsible-Factor (R-Factor) scoring is designed by State Street to reflect certain ESG characteristics and does not represent investment performance. Results generated out of the scoring model is based on sustainability and corporate governance dimensions of a scored entity.