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
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
Our latest report
- Read our monthly report to get our latest commentary on the Holdings and Risk Appetite Indicators and how they relate to market events
Holdings
Fixed Income ex Bills
Equities
Cash
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