State Street Corporation · NYSE:STT
State Street — Morgan Stanley Annual Financial Services Conference 2017
14 slides from State Street's conference presentation, Jun 14, 2017
Slide 1: Overview and Strategic Priorities
State Street Global Advisors Overview and Strategic Priorities Morgan Stanley Annual Financial Services Conference Ron O’Hanley Vice Chairman of State Street Corporation and President & CEO of State Street Global Advisors Wednesday, June 14, 2017 0
Slide 2: Forward-looking statements
Forward-looking statements This presentation may contain statements considered “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 operations, strat
Slide 3: Executive Summary
Executive Summary Industry trends favorable to State Street’s capabilities State Street Global Advisors is the third largest asset manager in the world and well positioned to meet investor demand Strong global franchise, providing key services and solutions to institutional clients Comprehensive sui
Slide 4: Industry trends favorable to State Street’s capabilities
Industry trends favorable to State Street’s capabilities …poses challenges to …and plays to State Street’s Disruptive environment… traditional asset managers… position and strengths Defined Contribution • Traditional active decomposing • At scale global index provider Expansion to highly precise ind
Slide 5: State Street has a strong global franchise providing key services and solutions
State Street has a strong global franchise and are providing key services and solutions to our institutional clients • Assets under custody and administration of approximately $29.8 trillion as of March 31, 2017 Providing customized asset servicing solutions that support • One of the world’s leading
Slide 6: State Street Global Advisors is the third largest asset manager in the world
State Street Global Advisors is the third largest asset manager in the world and well positioned to meet investor demand Assets Under Management (AUM) & Mgmt Fee Trend1 Key 1Q17 Highlights1 $2,561 Billion2 AUM as of 1Q17 Asset Class AUM ($ billions) Acquisition of the GE Passive Equity $1,482 Asset
Slide 7: Comprehensive suite of disciplined investment building blocks and solutions
Comprehensive suite of disciplined investment building blocks and solutions INDEX ACTIVE MULTI-ASSET LIQUIDITY Systematic / Quantitative Fundamental Alternatives • Equity • Smart Beta • Equity • Private Equity • Tactical asset • Cash • Fixed Income • Enhanced • Fixed • Real Estate allocation • Ultra
Slide 8: Client-centric mission coupled with focused multi-year strategy will drive success
Client-centric mission coupled with focused multi-year strategy will drive success Mission: Invest responsibly to enable economic prosperity and social progress ETFs INVESTMENTS CLIENT SSGA BEACON Grow our ETF business Strengthen our leadership Deepen our impact and Transform SSGA’s talent, globally
Slide 9: Financial results reflect strong growth and improving trends
Financial results reflect strong growth and improving trends 5 Quarter Trend1 Trend Highlights1 1Q17 vs. 1Q16 • AUM: AUM upward trend of Assets Under 2,561 +12% year-over-year [+6%, excluding $120 billion of GEAM- Management2 2,468 +12% related AUM at 3/31/17] driven by 2,446 (AUM) favorable equity
Slide 10: State Street Global Advisors’ momentum continues
State Street Global Advisors’ momentum continues Strong ETF inflows, record 1Q17 in EMEA Active Asset Stewardship agenda and Fearless Girl Factor-based investing wins in all three regions Key OCIO wins GE Asset Management acquisition excluding merger and integration costs, accretive GAAP-basis earni
Slide 11: Questions
State Street Global Advisors Overview and Strategic Priorities Questions Morgan Stanley Annual Financial Services Conference and Ron O’Hanley Answers Vice Chairman of State Street Corporation and President & CEO of State Street Global Advisors Wednesday, June 14, 2017 10
Slide 12: Appendix
Appendix Track Record of Innovation 12 Slide Footnotes 13 11
Slide 13: Track record of innovation, positions firm well in today’s environment
Track record of innovation, positions firm well in today’s environment 1970 -1990s 2000s 2010s Decade of Achievements 1970s ‒ State Street Global ‒ First-gold backed ETF in ‒ GE Asset Management Numerous Industry Awards, including: Advisors established partnership with acquired World Gold Council –
Slide 14: Slide Footnotes
Slide Footnotes Footnotes to slide 4: 1 AUM reflects approx. $33.33 billion (as of March 31, 2017) with respect to which State Street Global Markets, LLC (SSGM) serves as marketing agent; State Street Global Markets and State Street Global Advisors are affiliated. Footnotes to slide 5: 1 As of quart
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