State Street Institutional
Investor Indicators
Investment insights based on facts, not surveys
State Street Institutional Investor Indicators
Investment insights based on facts, not surveys
The State Street Institutional Investor Indicators provide investors, policymakers, and the public with insights into the aggregated and anonymized positioning, risk appetite, and portfolio carbon exposures of thousands of institutional investors around the world, representing trillions of dollars in assets.
State Street Institutional Investor Holdings Indicator
State Street Institutional Investor
Holdings Indicator
The Holdings Indicator tracks the aggregated portfolio holdings of institutional investors across stocks, bonds, and cash in percentage terms.
Key Facts
- The Institutional Investor Holdings Indicator measures the broad asset allocations of institutional investors to cash, stocks, and bonds
- During times of market stress, cash allocations tend to rise while stock allocations tend to fall
- When short-term interest rates are relatively high, cash holdings tend to rise relative to bonds
- Released monthly
Holdings
- Fixed Income ex Bills
- Equities
- Cash