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We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges. We recruit the best. We build partnerships and invest in innovation to help them seize new opportunities.
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Check out the current stock price and latest earnings. And use our returns calculator to work out the dividend you can expect. Plus, get our filings and reports and find out more about our governance measures.
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Minute by minute, the investment environment is shifting. Holding your ground is hard enough. Getting out ahead of your competition and differentiating for your clients? Even harder. Today, success comes down to how well you adapt to both challenges and opportunities. So we do more than just launch new products. We craft solutions to help keep your business moving forward.
Minute by minute, the investment environment is shifting. Holding your ground is hard enough. Getting out ahead of your competition and differentiating for your clients? Even harder. Today, success comes down to how well you adapt to both challenges and opportunities. So we do more than just launch new products. We craft solutions to help keep your business moving forward.
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The Center for Applied Research (CAR) is an independent think tank that resides at State Street and comprises a team of researchers from across the globe.
CAR conducts targeted research designed to provide clients with strategic insights into issues that will shape the future of the investment industry.
Unconscious thoughts and beliefs often affect everyday investment behavior. Emotions – love them or hate them – can lead us to make investment choices that don’t always fit our long-term goals. But if we can learn to master these situations, we may just be able to make better-informed decisions.
*The Folklore of Finance, 2014
Many advisors feel pressure to chase short-term returns rather than deliver personalized performance over the long term. They’re trapped in the “Performance Paradox.” We’ve partnered with the Money Management Institute on a new paper that identifies 34 actionable tactics* to help organizations, advisors and investors achieve better results.
*State Street /Money Management Institute Performance Paradox interviews 2015.
When it comes to leadership and a strong bottom line, gender intelligence goes a long way. In fact, research shows that we can intelligently inform how we develop, test and refine programs and practices. Not only does this help influence inclusiveness and diversity, it can improve overall workplace productivity and competitiveness.
*“Women Matter: Women at the Top of Corporations — Making It Happen.” McKinsey & Company. 2010.
Despite strong evidence that a more gender-balanced investment industry would benefit investors, why are women still so underrepresented throughout the industry? Based on research from our recent report The Folklore of Finance*, we’ve looked at the impact gender-related differences have on the industry’s ability to deliver true success.
In our new paper, Addressing Gender Folklore: Diversity in Investing, or Investing in Diversity, we present three key recommendations for successfully managing the impact of gender folklore in the investment industry.
Our current study takes an in-depth look at the standard measure of success for investment professionals — the production of alpha — and why that model must change for the industry to deliver true success.
To better understand the flawed beliefs and behaviors within the industry, what we describe as “folklore,” we examined the views of thousands of investors, investment providers, government officials and regulators across 19 countries over an 18-month period.
Risk is top of mind for most investors. Interestingly, though, the metrics we use to calculate it are often oversimplified and highly imprecise. It’s time for a fresh approach.
*The Folklore of Finance, 2014
In our Artifacts Exposed series, we explore certain methodologies that have become part of our industry’s standard practice, but are outdated and ineffective. Our latest report examines options to traditional manager selection.
Past performance is no indication of future returns. It’s more than a disclaimer. Research1 confirms it, and most investors recognize it. So why continue to rely on past performance metrics as the deciding factor when choosing a manager?
1 Jones, Howard, Martinez, Jose V., “Institutional Investor Expectations, Manager Performance,
and Fund Flows,” 2015
* Source: The Folklore of Finance, 2014
The traditional approach to asset classes may be a thing of the past. Using assumptions and generalizations to define asset classes works in theory. In reality? It often falls short – particularly in times of crisis. For successful investment outcomes, we need a fresh perspective.
*The Folklore of Finance, 2014
We recently launched Artifacts Exposed, our series of short papers focusing on certain methodologies that have become part of our industry’s standard practice. Some of these methodologies have been overused, contributing to the Folklore of Finance. We call these ‘artifacts’.
In our second paper of the series, Cap-Weighted Benchmarks: In Search of a New Paradigm, we’re opening a dialogue on three alternatives to cap-weighted benchmarks: Smart or Advanced Beta, Absolute Return, and Environmental and Social Benchmarks. What are the benefits? What are the challenges?
*The Influential Investor: How Investor Behavior Is Redefining Performance, 2012
In our recent research report, Folklore of Finance, we looked at how flawed beliefs and behaviors are keeping the investment industry from achieving true success. To take those findings a step further, we're kicking off a series of short papers focused on industry metrics that contribute to the folklore of finance.
Artifacts Exposed, the first paper in the series, outlines four of the industry's most widely used standards that may have become outdated and ineffective.
*Center for Applied Research Study 2014 — "Folklore of Finance; How Beliefs and Behaviors
Sabotage Success in the Investment Management Industry."
Global Head of Research for the Center for Applied Research
It has been years since the passage of the Dodd-Frank Act, and it appears that individual investors couldn't care less. Or if they do, they have virtually no confidence that these changes will be effective. When it comes to priorities, half of investors say they spend more time reading free catalogues than reviewing their investment statements.
The US Institute provides a peer-group networking forum where members privately discuss key industry issues of common concern in a collegial environment. Agendas and attendees reflect the increasingly global nature and diversity of approaches of the investment industry.
It can be challenging to see through complexity due to the “Allure of the Expert.” Simplicity seems to be the theme of the day in much of society, and is best illustrated in products such as those from Apple which not only have clean lines, flat surfaces and distinct solid colors but also a user interface second to none in terms of simplicity. The investment world often seems immune to this trend.
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