Sustainability solutions

Sustainability Solutions

As long-term stewards of our clients’ assets, we’re committed to providing investment management solutions that help you navigate a rapidly evolving industry and regulatory environment. Our sustainability solutions deploy technology and services to streamline the management of data, understand potential investment risks and performance opportunities, enable compliance oversight, and meet regulatory reporting requirements.

Managing data

We offer centralized data management solutions which enable clients to better screen, sort, optimize and report portfolio data. Our technology and service approach enhance the quality of available data by adding a layer of governance, automated oversight and reconciliation tools. Working directly with multiple third-party sustainability analytics providers, as well as your own proprietary scores, we collect and map analytics back to your holdings across all asset types and investment strategies. We are able to provide fund look-through services for externally managed funds and maintain fund hierarchy rules to provide a holistic data management framework, helping clients bring sustainability data from the back office through to the front office.

Measuring risks and opportunities

Leveraging the scale and data management capabilities of our multiasset class investment risk and analytics platform, truView®, we are well-positioned to help clients understand their exposure and investment risks to sustainability factors as well as client provided analyst scores. View key metrics such as carbon emissions, transition risk, human rights, water consumption and controversy scores alongside our ex-ante market risk, liquidity scores and interest rate sensitivities. You can also interact with dynamic dashboard tools to perform company screens, establish baseline metrics, and identify opportunities such as managing your investment book carbon emission trends, identifying the top and bottom performers, conducting scenario analysis, and assessing relative ESG factor analysis versus peer funds or benchmarks.

Fulfilling regulatory obligations

As regulatory requirements continue to evolve globally, keeping up with bespoke compliance initiatives becomes increasingly challenging. We provide oversight to ensure you have the right support and tools required to meet various global, regional and national reporting obligations. We also manage internal and external reporting requirements with powerful, interactive business intelligence tools, supporting regulations such as the EU Sustainable Finance Disclosure Regulation (SFDR), various iterations of Task Force on Climate-related Financial Disclosures (TCFD), and a number of directives from the SEC, ISSB, Australia, Japan, Hong Kong, Singapore, Canada and more.

Ensuring compliance and reducing greenwashing risk

Amid growing risks around greenwashing and the potential costs of regulatory non-compliance, our post-trade investment compliance system now provides automated, independent oversight embedded into the investment process. Our cost-effective, turnkey solution allows for customized rule-setting and alerts (with a preset rules library for major regulations also available), enables comparison versus peers, and ensures adherence to sustainability mandates and voluntary commitments.

Creating sustainable portfolios

Investors are always looking for innovative ways to enhance how they measure sustainability, align investments to their values or gain a deeper understanding of how to incorporate sustainability factors into their investments. Our dedicated team of subject-matter experts are available to function as an extension of our clients’ operations — ensuring clients are using our tools and data optimally, and most effectively navigating the evolving landscape in a way that fits their unique goals.

Generating ongoing insights

We have partnerships with some of the world’s leading academics focused in areas such as investor behavior, asset allocation, sustainable investing and private equity. Our dedicated research team, tailored workshops and proprietary indicators give you powerful insights that can help you further optimize portfolios and make more informed decisions.

The State Street difference

Working with State Street, sustainability can be quickly embedded into your investment process. Our managed service model combined with our multi-vendor, best-in-class data sets provide you with streamlined, cost-effective solutions across the investment lifecycle, helping you capture insights from multiple data sources, manage risks, and optimize investment decision-making. Our partnerships with leading academics, active relationships with regulators and deep bench of subject-matter experts help our global clients build confidence in their ability to meet current and future sustainability requirements.

Custody at our core

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