R-Factor Scoring Model – Bringing Transparency to ESG Investing
State Street Global Advisors provides a detailed look at the methodology underpinning the R-Factor Scoring System. Read more>
R-FactorTM Reinventing ESG Investing Through a Transparent Scoring System
The lack of a consistent and commonly accepted materiality framework, and opaque ESG scoring methodologies of existing data providers are two key data challenges facing ESG investors today. Learn how State Street Global Advisors leverages stewardship and investment expertise to create a transparent scoring methodology that we believe will become an integral part of the financial system. Read more>
The ESG Data Challenge
Quality data is the lifeblood of investment analysis. While “quality” can be defined in several ways, most investors agree that consistency and comparability in the availability of data across companies are essential elements of an effective data set. Learn more about considerations that asset owners should incorporate into their evaluation of ESG data providers. Read more>
Five Trends Changing the ESG Investing Landscape in 2019
The field of environmental, social, and governance (ESG) investing has undergone rapid changes in recent years. Learn more about five trends we’re seeing in the space, and what they mean for investors in 2019. Read More >
Harnessing ESG as an Alpha Source in AQE
How our Active Quantitative Equities team uses ESG factors to seek additional portfolio returns. Read More >
Index Funds Must Be Activists to Serve Investors
State Street Global Advisors President and CEO Cyrus Taraporevala pens op-ed in Financial Times reiterating our commitment to long-term value creation on behalf of clients. Read More >
Understanding & Comparing ESG Terminology
A practical framework for identifying the ESG strategy that is right for you. Read More >
Performing for the Future
Performance characteristics are a key driver of interest in ESG for many investors. Find out more about their motivations and challenges in our latest survey of global institutional investors. Read More >
Next Generation ESG for Better Alpha
SSGA’s quants describe the more tailored approach they are taking to ESG metrics for specific sectors in order to create uncorrelated alpha signals for their active equity strategies. Read More >
ESG Investing Combining Performance and Impact in Fixed Income
While ESG is at the top of many institutional investors’ agendas today, the focus has primarily been on the equity portion of their investments; but this is changing. Investors are now putting more thought into how to successfully embed ESG into their fixed income investments. Learn more about the approaches investors can take to integrate ESG into fixed income investments, what the challenges are and how State Street Global Advisors can help. Read more >
Why Index Investing Is Good for Markets — and Investors
State Street Global Advisors highlights the benefits of indexing to investors and addresses criticisms that have been raised about indexing. Read more