State Street Corporation

United States

$3.62T in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$915B
-20%
8.8%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel production companies are defined as those with primary sector of operations in the up-, mid-, and/or downstream segments of fossil fuel production. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $915B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Nextera Energy Inc10.0%
Duke Energy Corp9.5%
Southern Co7.8%
Exelon Corp5.5%
NRG Energy Inc5.4%
Dominion Energy Inc5.0%
Entergy Corp4.8%
AES Corp4.8%
American Electric Power Company Inc4.1%
Xcel Energy Inc3.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
General Motors Co25.0%
Ford Motor Co24.6%
Stellantis NV6.8%
Toyota Motor Corp5.7%
Tesla Inc4.6%
Honda Motor Co Ltd3.5%
Hyundai Motor Co3.2%
Great Wall Motor Co Ltd2.9%
Mercedes Benz Group AG2.7%
Volkswagen AG2.7%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Peabody Energy Corp28.0%
Arch Resources Inc27.4%
China Shenhua Energy Co Ltd12.9%
CONSOL Energy Inc10.0%
Alpha Metallurgical Resources Inc5.1%
Coal India Ltd4.4%
Glencore PLC3.4%
Yankuang Energy Group Co Ltd3.2%
Exxaro Resources Ltd1.0%
Warrior Met Coal Inc1.0%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Exxon Mobil Corp18.8%
Chevron Corp13.7%
EQT Corp7.5%
Conocophillips5.9%
Occidental Petroleum Corp5.3%
Devon Energy Corp4.4%
EOG Resources Inc3.5%
Pioneer Natural Resources Co3.3%
BP PLC3.1%
Shell PLC2.7%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$360B
8.2%
-22%
United States
$40.1B
<1%
N/A
United States
$39.3B
74.4%
-11%
United States
$38.9B
0%
N/A
United States
$33.5B
0%
N/A
United States
$23.4B
9.4%
-23%
United States
$16.0B
5.6%
-30%
United States
$15.2B
8.2%
-22%
United States
$15.0B
9.8%
-15%
United States
$14.9B
10.6%
-6%
United States
$14.4B
86.2%
-25%
United States
$14.0B
0%
N/A
United States
$7.93B
8.0%
-21%
United States
$7.19B
0%
N/A
United States
$7.04B
13.5%
-18%
United States
$6.68B
5.3%
-29%
United Kingdom
$6.64B
6.5%
-22%
United States
$6.18B
4.0%
-15%
United States
$5.89B
0%
N/A
United States
$5.55B
N/A
N/A
United States
$5.2B
2.9%
N/A
Ireland
$5.09B
8.2%
-22%
United Kingdom
$4.95B
7.2%
-27%
United States
$4.87B
0%
N/A
United States
$4.25B
1.8%
N/A
United Kingdom
$4.17B
6.8%
-29%
United States
$3.79B
30.3%
-10%
United States
$3.71B
8.0%
-21%
United Kingdom
$3.61B
14.7%
-7%
Australia
$3.24B
6.0%
-15%
United Kingdom
$3.09B
14.4%
-7%
United States
$3.02B
N/A
N/A
United States
$2.98B
2.3%
N/A
United Kingdom
$2.87B
9.9%
-9%
United States
$2.59B
15.9%
-40%
Ireland
$2.57B
8.7%
-21%
United States
$2.45B
4.1%
-20%
United States
$2.4B
0%
N/A
United States
$2.31B
14.5%
-9%
United Kingdom
$2.29B
9.3%
-9%
Ireland
$2.07B
8.9%
-17%
United States
$1.8B
2.9%
N/A
United States
$1.7B
5.6%
-12%
United States
$1.65B
0%
N/A
United States
$1.56B
0%
N/A
United States
$1.55B
10.2%
-19%
United Kingdom
$1.52B
5.3%
-23%
United Kingdom
$1.52B
7.6%
-19%
United States
$1.5B
0%
N/A
United Kingdom
$1.48B
13.4%
-21%
United Kingdom
$1.36B
10.6%
-24%
United States
$1.32B
2.8%
N/A
United Kingdom
$1.27B
7.3%
-19%
United States
$1.26B
8.5%
-21%
United States
$1.21B
6.7%
-30%
Singapore
$1.13B
1.1%
N/A
United States
$992M
0%
N/A
United States
$937M
5.3%
-24%
United States
$935M
8.8%
-21%
United States
$897M
7.1%
-21%
United States
$711M
2.1%
N/A
United States
$700M
N/A
N/A
United States
$576M
0%
N/A
Australia
$565M
6.3%
-3%
United States
$558M
32.8%
-21%
United States
$514M
0%
N/A
United States
$511M
15.2%
-18%
United Kingdom
$483M
7.0%
-17%
United States
$405M
3.0%
38%
United States
$386M
11.2%
-8%
United States
$382M
0%
N/A
United States
$356M
5.2%
-31%
United States
$346M
31.2%
24%
United Kingdom
$294M
15.1%
-7%
Ireland
$290M
10.0%
-22%
Ireland
$289M
12.4%
-8%
Ireland
$261M
13.4%
-11%
Australia
$243M
16.0%
-25%
United States
$240M
0%
N/A
United States
$239M
7.6%
-24%
United States
$231M
N/A
N/A
United States
$231M
9.1%
-13%
United States
$230M
9.1%
-21%
United States
$225M
0%
N/A
United States
$223M
6.8%
-18%
United States
$221M
0%
N/A
United States
$196M
9.1%
-17%
Hong Kong
$196M
4.8%
-30%
United States
$161M
N/A
N/A
United States
$148M
N/A
N/A
Luxembourg
$131M
19.4%
-4%
United States
$119M
0%
N/A
Ireland
$118M
10.4%
-13%
United Kingdom
$117M
N/A
N/A
United States
$117M
0%
N/A
United States
$106M
14.8%
-20%
United Kingdom
$104M
N/A
N/A
United States
$90.6M
3.8%
-7%
United Kingdom
$88.5M
N/A
N/A
Australia
$86.3M
17.9%
-16%
United Kingdom
$82.2M
N/A
N/A
Luxembourg
$81.1M
10.2%
-11%
United Kingdom
$75.4M
9.8%
-22%
United States
$71.9M
6.5%
-23%
United States
$69.3M
0%
N/A
United States
$68.6M
10.7%
-19%
Australia
$64.3M
N/A
N/A
United States
$61.5M
5.7%
-45%
United Kingdom
$55.4M
16.7%
-4%
Luxembourg
$43.2M
7.6%
-5%
Luxembourg
$37.8M
8.3%
-0%
Ireland
$32.4M
18.7%
-15%
United States
$29.2M
0%
N/A
United States
$27.2M
2.7%
N/A
Australia
$26.7M
5.9%
-9%
Australia
$24.0M
6.7%
-22%
United States
$22.0M
0%
N/A
United States
$19.6M
N/A
N/A
United States
$18.4M
0%
N/A
United States
$3.41M
2.2%
N/A

Stewardship

C+
Performance Band

15%
Voting Percentage

Detailed Evidence Used to Assess State Street Corporation

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

D
Performance Band

48%
Organisation Score

47%
Relationship Score

Detailed Evidence Used to Assess State Street Corporation

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess State Street Corporation - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
54%
 
54%
 
48%
 
48%
 
41%
 
41%
 
44%
 
44%
 
50%
 
50%
 
51%
 
51%
 
51%
 
51%
 
57%
 
57%
 
41%
 
41%
 
34%
 
34%
 
30%
 
30%
 
58%
 
58%
 
62%
 
62%
 
46%
 
46%
 
60%
 
60%
 
43%
 
43%
 
52%
 
52%
 
47%
 
47%
 
61%
 
61%