Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Credit Suisse 15th Annual Global Services Conference (March 2013)
12 slides from Broadridge Financial Solutions's conference presentation, Mar 12, 2013
Slide 1: Continued Market Leadership through Execution and Innovation
Exhibit 99.1 Continued Market Leadership through Execution and Innovation Credit Suisse 15th Annual Global Services Conference © 2013 Broadridge Financial Solutions, Inc. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc. March 12, 2013
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentationand other written or oral statements made from time to time by representativesof Broadridge may contain “forward- looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature,
Slide 3: Broadridge is a strong, resilient business with significant growth potential
Broadridge is a strong, resilient business with significant growth potential History of market leadership – Proven ability to address increasingly complex customer needs through technology – Innovation and thought leader in industry for >50 years Strong position in large and attractive markets – Lea
Slide 4: Our market position is differentiated and sustainable
Our market position is differentiated and sustainable Investor Communication Solutions Securities Processing Solutions • Proxy services for ~85% of outstanding shares in US • Processed >600 billion shares in 2012 • Used by >5,500 institutional investors globally Processes >$4.5 trillion Enable clien
Slide 5: We are the leader in several markets
We are the leader in several markets Investor Communication Securities Processing Solutions Solutions Market Rank1 Market Rank1 Bank/Broker-Dealer US Brokerage Regulatory #1 Processing #1 Communications US Fixed Income Broker-Dealer Processing #1 Transactional #1 Communications Canadian Brokerage Pr
Slide 6: Investor Communication Solutions (ICS): A Leader in Financial Communications
Investor Communication Solutions (ICS) A Leader in Financial Communications 5
Slide 7: Large and attractive markets – Investor Communications is a $10B+ market
Large and attractive markets – Investor Communications is a $10B+ market Total addressable market $10B+ fee revenue Bank/Broker-Dealer (BBD)—Core Regulatory communications (proxy, interims, etc.) Mutual Fund—Natural adjacencies Customer communications Transaction reporting (transaction statements, e
Slide 8: ICS Unique Business Systems Processing Model
ICS Unique Business Systems Processing Model Proxy and Interim processing system is the “plumbing” supporting the voting process for corporate governance (1) Represents Broadridge’s estimated total number of brokerage firms and banks in the U.S. and international markets (2) Represents Broadridge’s
Slide 9: Securities Processing Solutions (SPS): A Leader in Financial Processing
Securities Processing Solutions (SPS) A Leader in Financial Processing 8
Slide 10: Technology and Operations spend adds ~$14B to our SPS addressable market
Technology and Operations spend adds ~$14B to our SPS addressable market Securities and investment firms’ overall technology and operations spend is over $100 billion and growing at 5% Total addressable market ~ $14B fee revenue US Brokerage Processing Core equities and fixed income Adjacent markets
Slide 11: Broadridge global processing behind the scenes
Broadridge global processing behind the scenes Broadridge simplifies complex processes 10
Slide 12: Our financial strategy is a key part of our value creation strategy
Our financial strategy is a key part of our value creation strategy ~40% dividend payout, but expect no less than 72 cents per share annually subject to Board approval Organic growth with limited financial risk – Avoid significant balance sheet risk – Invest in projects delivering at least 20% IRR –