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

Holdings

  • Long-term investor allocations to equities fell back  39bps to 52.7%.
  • Allocations to cash rose a similar amount (42bps) to 19.2%
  • Fixed income holdings remained largely unchanged.

RiskAppetite

  • The State Street Risk Appetite Index remained positive at 0.18 in October.
  • This was modestly less risk seeking than the 0.27 reading in September.
  • Institutional investors were well-positioned for the market exuberance and USD strength that has followed the US election result.
Holdings
  • Fixed Income ex Bills
  • Equities
  • Cash