Climate change poses a significant systemic risk in your investment portfolios. These risks will continue to impact almost all segments and industries — not just the obvious polluters. However, with climate risk also comes tremendous investment opportunity as the economy reworks against the impacts of climate change.
As a proven climate leader, we are helping our clients to transform their equity and bond portfolios to lose the carbon but keep the returns. We’ve developed a range of equity and bond solutions to help you mitigate and adapt to climate change risks, and position your portfolio for the transition to the low carbon economy.
Sustainable Climate Equity Strategy
Sustainable Climate Bond Strategy
Our climate reporting solutions are designed to help clients understand how their strategies perform against their investment objectives, including climate-focused objectives. The reports also help clients to meet regulatory obligations and their reporting obligations to beneficiaries, trustees and other stakeholders. Ask for an example.
Climate change has been a core theme of State Street Global Advisors’ stewardship activities since 2014. Learn more.
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 long desired 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.
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.
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.
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.