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 Holdings indicators show that long-term investor allocations to equities rose anew in May to levels last seen on the cusp of the Liberation Day announcement in early April. During May, exposure to equities rose by 0.9% relative to a 0.8% fall in bond holdings.
RiskAppetite
The State Street Risk Appetite Index rose to 0.36 at end-May, as investors moved back towards risk taking in the latter part of the month following deferral on the implementation of trade tariffs
- Fixed Income ex Bills
- Equities
- Cash