State Street Corporation · NYSE:STT
State Street — RBC Capital Markets Global Financial Institutions Conference 2022
9 slides from State Street's conference presentation, Mar 9, 2022
Slide 1: RBC Capital Markets Global Financial Institutions Conference
March 9, 2022 RBC Capital Markets Global Financial Institutions Conference Eric Aboaf Chief Financial Officer
Slide 2: Preface and forward-looking statements
Preface and forward-looking statements This presentation contains forward-looking statements as defined by United States securities laws. These statements are not guarantees of future performance, are inherently uncertain, are based on assumptions that are difficult to predict and have a number of r
Slide 3: State Street's history of continued innovation in the Investment Servicing industry
State Street’s history of continued innovation in the Investment Servicing industry 2010 – Present State Street Digital 2000s • Cryptocurrency recordkeeping (2021) 1990s State Street Alpha Enhanced electronic • Private Markets solution, enabled by 1 trading venues Mercatus (2021) 1 • Currenex (2007)
Slide 4: Highlighting our focus on higher growth Investment Servicing businesses
Highlighting our focus on higher growth Investment Servicing businesses Back office Middle office Front office software and data Integrated enterprise front-to-back solutions provider FY2021 Revenue $5.1B $414M $484M 2019-2021 CAGR +4% +6% +9% Industry ~$29B ~$6-7B ~$7-8B revenue pool2 ~70% of indus
Slide 5: Updated presentation of consolidated results of operations
A Updated presentation of consolidated results of operations Quarters % Change Full Year % Change 4Q21 4Q21 FY2021 vs. vs. vs. (Dollars in millions) 1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 4Q20 3Q21 2020 2021 FY2020 Fee revenue: Back office servicing fees $ 1,188 $ 1,172 $ 1,191 $ 1,207 $ 1,266 $ 1,
Slide 6: Fireside Chat
Fireside Chat STATE STREET |s
Slide 7: Appendix
Endnotes and definitions 8 Appendix Forward-looking statements 9 7
Slide 8: Endnotes and definitions
Endnotes and definitions Endnotes 1. Represents inorganic business expansion through acquisitions. The years referenced on the timeline indicate the year the acquisition was closed. 2. State Street estimates. Compiled based on multiple industry data sources and State Street data and analysis. Addres
Slide 9: Forward-looking statements
Forward-looking statements This presentation (and the conference call referenced herein) contains forward-looking statements within the meaning of United States securities laws, including statements about our goals and expectations regarding our business, financial and capital condition, results of
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