State Street SPDR S&P 400 US Mid Cap UCITS ETF · LSE:SPX4
State Street SPDR S&P 400 US Mid Cap UCITS ETF — State Street — Shareholder Meeting (May 2017)
20 slides from State Street SPDR S&P 400 US Mid Cap UCITS ETF's shareholder meeting presentation, May 17, 2017
Slide 1: State Street 225 Years
Exhibit 99.1 gute STREET 225 YEARS
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: Agenda
Agenda Our History & Company Today Our Way Ahead Our Impact 3
Slide 4: Our History
Our H isto ry es ee SS = J ——
Slide 5: State Street company today
*All data as of December 31, 2016.
Slide 6: Market position and industry data
1 State Street and McKinsey Global Institute, Global Capital Markets, December 31, 2015. 2 Money Management Executive’s Mutual Fund Service Guide 2016. 3 eVestment Alternative Fund Administration Survey. 2016 4 P&I Research Center, as of 12/31/2015
Slide 7: Our Way Ahead
Our Way Ahead 7 STATE STREET.
Slide 8: Our Focused Strategy Supports Our Long-Term Financial Goals and Future Growth
Our Focused Strategy Supports Our Long-Term Financial Goals1 and Future Growth LONG-TERM SHAREHOLDER VALUE Operating-Basis Financial Goals: Revenue Growth of 8%-12%, EPS Growth of 10%-15% and ROE of 12%-15% BUILDING ON ACHIEVING A INVESTING IN MAINTAINING OUR STRONG DIGITAL OPPORTUNITIES FINANCIAL C
Slide 9: Delivering Financial Results
Delivering Financial Results Operating-basis (Non-GAAP)1 2016 1Q17 Diluted EPS ROE Diluted EPS ROE ($) (%) ($) (%) 2016 vs 2015 2016 vs 2015 1Q17 vs 1Q16 1Q17 vs 1Q16 7.8% 40bps 23.5% 200bps 5.27 1.21 4.89 10.7 11.1 10.4 0.98 8.4 2015 2016 2015 2016 1Q16 1Q17 1Q16 1Q17 1 Represents operating-basis f
Slide 10: Generating Strong Shareholder Returns
Generating Strong Shareholder Returns One Year Total Shareholder Return 5/18/2016 – 5/12/2017 STT 37% 10
Slide 11: Our Impact
Our Impact 11 STATE STREET.
Slide 12: Corporate Citizenship
Corporate Citizenship* Employee • 120,700 volunteer hours Involvement • 3,255 employees and members of our Board of Directors participated in the Matching Gifts program • Gifts matched impacted 2,236 charitable organizations Corporate • Re-listed on the Dow Jones Sustainability Index (DJSI) Responsi
Slide 13: Boston Wins Progress
Boston Wins What Launched in 2015, a four-year initiative to accelerate our impact on Progress • On track for first year of education and workforce development, focused on youth employment four year program goals in Boston with a $20 million commitment • Hired 223 fill time WINS How Partnership with
Slide 14: Commitment to Diversity
Commitment to Diversity* Highlights Awards & Recognition • Named first-ever Chief Diversity Officer • Signatory to CEO Action for Diversity and Inclusion pledge − a Fortune 500 CEO effort to advance Diversity and Inclusion • Employees named for two consecutive years to OUTstanding’s top LGBT executi
Slide 15: Fearless Girl
Fearless Girl • More than 3 billion Twitter and 148 million Instagram impressions • 2,400 media articles • Featured in more than 3,500 broadcast media segments reaching audience of almost 200 million • Coverage spanning 128 countries Sculpture by Kristen Visbal and commissioned by State Street Globa
Slide 16: State Street 225 Years
gute STREET 225 YEARS
Slide 17: Appendix
Appendix STATE STREET.
Slide 18: Reconciliations of Operating-Basis (Non-GAAP) Financial Information
S T A T E S T R E E T C O R P O R A T IO N R E C O N C ILIA T IO N S O F O P E R A T IN G - B A S IS ( N O N - G A A P ) F IN A N C IA L IN F O R M A T IO N In additio n to presenting State Street’ s financial results in co nfo rmity with U.S. generally accepted acco unting principles, o r GA A P ,
Slide 19: Reconciliation: Diluted Earnings per Common Share
S T A T E S T R E E T C O R P O R A T IO N R E C O N C ILIA T IO N S O F O P E R A T IN G - B A S IS ( N O N - G A A P ) F IN A N C IA L IN F O R M A T IO N Year-to -Date % Change (Do llars in millio ns) 2015 2 0 16 2016 vs. 2015 D ilut e d E a rnings pe r c o m m o n S ha re : Diluted earnings per
Slide 20: Reconciliation: Return on Average Common Equity
S T A T E S T R E E T C O R P O R A T IO N R E C O N C ILIA T IO N S O F O P E R A T IN G - B A S IS ( N O N - G A A P ) F IN A N C IA L IN F O R M A T IO N Year-to -Date % Change (Do llars in millio ns) 2015 2 0 16 2016 vs. 2015 R e t urn o n A v e ra ge C o m m o n E quit y : Return o n average co