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.
The Holdings Indicator tracks the aggregated portfolio holdings of institutional investors across stocks, bonds, and cash in percentage terms.
- 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
The State Street Risk Appetite Index improved slightly to sit completely balanced by the end of April, as investors weathered significant tariff-related volatility in their stance towards risk assets.
RiskAppetite
The State Street Holdings indicators show that long-term investor allocations to equities did continue their reverse from the post-global financial crisis highs earlier in the year. However, during April, outflows from equities moderated from the sharp reduction in holdings seen in March, with its weight dropping an additional 0.3%. The weight to cash actually dropped by an even greater amount, by 0.5% of the total portfolio weight, with bonds being the beneficiary of investor asset re-allocation.
- Fixed Income ex Bills
- Equities
- Cash