Northern Trust Corporation · NASDAQ:NTRS
Northern Trust — Shareholder Meeting (April 2020)
12 slides from Northern Trust's shareholder meeting presentation, Apr 21, 2020
Slide 1: 2020 Annual Meeting of Stockholders
NORTHERN TRUST CORPORATION 2020 Annual Meeting of Stockholders April 21, 2020 Michael G. O’Grady Chairman, President & Chief Executive Officer northerntrust.com | © 2020 NorthernTrust 1
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation may include statements which constitute “forward-looking statements” within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward- looking statements are identified typically by words or phrases such as
Slide 3: Northern Trust Corporation: Service, Expertise, Integrity
NORTHERN TRUST CORPORATION Service Relentless drive to provide exceptional service Expertise Resolving complex challenges with world Our class capabilities Clients Integrity Consistently acting with the Wealth highest ethics, utmost honesty Management and unfailing reliability northerntrust.com | ©
Slide 4: Primary Components of Our Long-Term Strategy
PRIMARY COMPONENTS OF OUR LONG-TERM STRATEGY HOLISTIC ORGANIC FOUNDATIONAL PRODUCTIVITY SOLUTIONS GROWTH STRENGTH northerntrust.com | © 2020 NorthernTrust 4
Slide 5: Long-Term Strategy: Holistic Solutions
LONG-TERM STRATEGY Leverage our exceptional talent and technology to provide premier, holistic services tailored to meet our clients’ needs HOLISTIC SOLUTIONS northerntrust.com | © 2020 NorthernTrust 5
Slide 6: Long-Term Strategy: Organic Growth
LONG-TERM STRATEGY Grow organically by creating innovative new services and delivering exceptional experiences to new client segments ORGANIC GROWTH northerntrust.com | © 2020 NorthernTrust 6
Slide 7: Long-Term Strategy: Productivity
LONG-TERM STRATEGY Continually improve our productivity by designing and leveraging a scalable operating model PRODUCTIVITY northerntrust.com | © 2020 NorthernTrust 7
Slide 8: Long-Term Strategy: Foundational Strength
LONG-TERM STRATEGY Maintain our foundational strength with a strong, conservative balance sheet and a globally respected brand FOUNDATIONAL STRENGTH northerntrust.com | © 2020 NorthernTrust 8
Slide 9: 2019 Performance
2019 PERFORMANCE 16.2% 2019 FINANCIAL PERFORMANCE: 14.9% . Trust Fees up 3% 12.6% . Revenue up 2% 11.9% 11.5% . AUC/A up 19% 10.0% 9.5% 32.4% . AUM up 15% 26.9% 2019 SHAREHOLDER RETURNS: . Returned $1.7 billion of capital through dividends and share 115% repurchases 108% . Dividends per common share
Slide 10: Shareholders, Clients, Community, Partners: Achieve Greater
Shareholders ACHIEVE GREATER Clients v Community Partners northerntrust.com | © 2020 NorthernTrust 10
Slide 11: northerntrust.com | © 2020 NorthernTrust 11
northerntrust.com | © 2020 NorthernTrust 11
Slide 12: Appendix: Reconciliation of Non-GAAP Financial Measures
APPENDIX: RECONCILIATION OF NON-GAAP FINANCIAL MEASURES The following table presents a reconciliation of total revenue and pre-tax margin prepared in accordance with GAAP to such measures on a fully taxable equivalent (FTE) basis, which are non-GAAP financial measures. Management believes this prese