State Street Global Advisors has developed an innovative climate bond strategy. Our climate-aware investment process seeks to enable you to improve your portfolio’s carbon profile and reduce climate risk, while maintaining target returns.
Key Features of the Sustainable Climate Bond Strategy
Paris Aligned a comprehensive solution that enables investors to act now to minimise carbon intensity, reduce fossil fuel exposure and reduce brown revenue exposure. Avoids exposure to companies associated with high ESG controversies and commonly screened ESG issues (e.g. controversial weapons and UNGC violations).
Fund the Transition increase exposure to green bonds, adapting companies and bond issuers investing in the solutions needed to achieve net zero by 2050.
Keep the Returns a systematic and transparent approach that aims to deliver cost effective, diversified corporate bond exposure comparable to standard market-weighted corporate bond indices. Minimise active exposures that are not expected to outperform, such as currency, country, sector and industry exposure.
This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.
Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.
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