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State Street Global Advisors

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s third largest asset manager with US $2.51 trillion* under our care. *AUM reflects approximately $32.45 billion (as of December 31, 2018), with respect to which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.

State Street Global Advisors

October 22, 2019

Q&A: Why Bond ETFs Use Sampling to Replicate an Index

As I discussed in previous blogs, index tracking methodology for equities can be constructed using either a full replication (where an ETF holds all of the securities that make up the index in their respective weights) or optimization (where an ETF holds a subset of securities that closely resemble the index.) Index tracking methodology for fixed income ETFs can be full replication as well, but it can also work a little differently by using a sampling strategy.

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State Street Global Advisors

October 1, 2019

Germany’s Brexit Malady

The September flash manufacturing purchasing managers’ indices (PMI) out of Europe were, without a doubt, this week’s biggest data disappointment. The German Manufacturing PMI, in particular, bucked expectations for an improvement and sank 2.1 points to a new post-global financial crisis low of 41.4.

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State Street Global Advisors

September 17, 2019

The Big What If: Increasing Tension with Iran Derails US-China Trade Talks?

Despite a fresh round of summer tariffs on China, optimism took hold with the post- Labor Day announcement that the next round of US-China trade negotiations would take place in Washington, DC in October. However, just days after that good news, a seemingly unrelated event – the end of the Joint Comprehensive Plan of Action (JCPOA), known as the Iran Deal – threatens to derail trade talks before they begin.

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State Street Global Advisors

August 13, 2019

Investing In The Age Of De-Globalization

From a macro perspective, de-globalisation should therefore work like globalisation in reverse, though this is unlikely to be in a perfectly symmetrical manner. Trade-dependent economies are most vulnerable, with small to middle open economies challenged to revamp their growth models.

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State Street Global Advisors

August 6, 2019

Guarding Portfolios Against Greater Volatility

As the longest bull market on record runs onwards, aided by unusually accommodative policy for this point in the cycle, we would expect to see volatility rise across a range of asset classes amid greater policy and data uncertainty.

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State Street Global Advisors

July 5, 2019

Worried Index-Based Strategies are Distorting the Bond Market? The Data Says You Shouldn’t Be

In my role as the head of Research for SPDR® Americas, I am often asked to debunk myths about ETFs and their influence on the market. Fixed income ETFs are having a record month of inflows this June, and an old myth has resurfaced that index-based investment strategies—both mutual funds and ETFs—are having an outsized impact on the fixed income market, distorting bond prices and producing a passive bubble.

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State Street Global Advisors

June 25, 2019

Cognitive Decline: The One Risk You Can’t Afford Not to Hedge

Age has a way of sneaking up on all of us, including our clients. Life experiences may make us wiser, but they don’t protect us from the natural decline of cognitive capabilities as we age. A proactive contingency plan can help protect clients from potential financial risks associated with a decline in cognitive health.

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State Street Global Advisors

May 7, 2019

Is Green the New Black? Talking to Clients about ESG Investing

The trend line is unmistakable: environmental, social and governance investing (ESG) is big—and growing. According to new research by the Global Impact Investing Network (GIIN), impact investing assets stand at US$502 billion globally as of December 2018, nearly double the previous year’s assets of US$228 billion. Impact strategies seek to include, rather than exclude, proactively targeting specific positive outcomes. For example, a broad ESG fund may avoid companies with high carbon emissions, while an impact fund may hold shares of a private equity fund invested in clean energy infrastructure projects.1

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State Street Global Advisors

April 30, 2019

Putting Companies In The Driver’s Seat To Enhance ESG Reporting

ESG. It’s one of the fastest growing areas of investment today. Representing 1-in-4 of every dollar that is professionally managed, sustainable investing is being integrated into portfolios at 17% each year.1 And yet, for all the investor interest and excitement around ESG, companies struggle to understand what information to report, how to report it, and the relevance of ESG information to investors. For State Street Global Advisors, we believe financially material ESG factors can impact a company’s long-term performance. Our goal is not just to build ESG portfolios but also to encourage companies to focus on issues that matter while providing them with the transparency to meet those expectations. This is the only way to create sustainable markets and long-term value for investors.

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State Street Global Advisors

April 23, 2019

Glass Half Full or Empty? Seeing the Optimist and Pessimist in Your Clients [Anchoring Bias, Part 1 of 2]

Is the world really as black and white as a Rorschach inkblot test? Maybe… but maybe not. Traditionally speaking, when it comes to how we view the world, there are two schools of thought: optimism and pessimism. Glass half full or glass half empty. In reality, most of us will actually fall somewhere in between on the optimism/pessimism spectrum. Where we fall along that spectrum is a fundamental human trait1 reflective of our cognitive biases.

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