State Street Global Advisors outlines how its Climate Transition Euro Corporate Bond Beta Strategy integrates sustainability screening with index-based efficiency to capture long-term value in the Euro corporate bond market.
-
Investment focus: Tracks the Bloomberg Euro Aggregate Corporate Bond Index while excluding high-emission or non-compliant issuers and prioritizing green and climate-aligned bonds.
-
Performance: Delivered 2.78% YTD (gross) as of Q3 2025, closely matching the benchmark’s 2.76%.
-
Methodology: Uses implied temperature rise (ITR) and carbon risk rating (CRR) metrics to tilt toward issuers best positioned for the low-carbon transition.
How might this data-driven, indexed approach help investors combine climate impact with benchmark-level efficiency?
To read this article, you need a subscription to Investment Officer. If you don't have a subscription yet, click on 'Subscribe' to see the various subscription options.
