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Global Link delivers institutional investors unique tools for building asset
allocation and trading strategies. Using proprietary global portfolio data derived
from State Street's approximately CAD 11.5 trillion in custody assets — together with superior analytics and optimization
technologies — investors can formulate and implement their strategies using quantifiable,
fact-based measures of investor behavior.
Long-term research and analysis related to Global Link's unique data sets is
undertaken by State Street Associates, LLC (SSA) — a unique partnership
of industry and academia dedicated to delivering preeminent research in global
asset allocation and currency management to investment managers. SSA's products
and services are available as analytical tools on Global Link and through consulting
relationships.
State Street Associates offers unique research in global asset allocation and
currency management. This research explores the relationship between portfolio
flows and price movements and results in sophisticated research and analytical
tools for professional investors worldwide.
Global Link's Portfolio Holdings Index is a unique measure of the global portfolio
climate. The PHI compares the equities that investors hold (as reflected in
our proprietary custody data) against an index composed of the Morgan Stanley
Capital International Europe, Australasia, Far East Index (EAFE), plus Canada.
Global Link's Portfolio Flow Indicator demonstrates the demand for equity securities
in markets around the world. By animating unique proprietary data from State
Street's custody holdings, the PFI tells investors where capital is moving,
in near-real-time frequency.
Global Link has created a whole new method of financial analysis. By comparing
portfolio holdings and movements against asset prices, Global Link illuminates
the relationship between portfolio flows and price movements, persistence tendencies
in portfolio flows, correlations of flows into and between markets, leveraging,
crowding and herding.
By blending the worldwide experience, international client base and global
assets of State Street with the intellectual capital of Windham Capital Management
Boston, LLC and FDO Partners, LLC, SSA provides industry-leading investment
tools for professional investors. SSA is creating an entirely new perspective
on the economic drivers of asset prices and market behavior. Rudi Dornbusch of MIT, Kenneth Froot of the Harvard Business School, Mark Kritzman of Windham Capital Mangement Boston and Stanley Shelton, Executive Vice President, State Street are senior
partners of SSA. Paul O'Connell and George Chow are directors at SSA.
The results of our partners' research are available on Global Link as interactive
investment tools and research papers. This research is meant to inform, and
empowers us to provide tailored solutions for our clients through a dedicated
team of investment strategy consultants, led by Jeremy Armitage.
For more information, please visit www.globallink.com
or contact Jeremy Armitage, via phone at +1 617 234 9471 or via email at jarmitage@statestreet.com.
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