Northern Trust Corporation · NASDAQ:NTRS
Northern Trust — Barclays Global Financial Services Conference 2013
17 slides from Northern Trust's conference presentation, Sep 11, 2013
Slide 1: Barclays Global Financial Services Conference 2013
Service Expertise Integrity Barclays Global Financial Services Conference 2013 Presentation Title or Conference (To Edit or Delete: View > Slidemaster) © 2013 Northern Trust Corporation P R I N C I P L E S T H A T E N D U R E EXHIBIT 99.1 Northern Trust Corporation Frederick H. Waddell Chairman & Ch
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation may include forward-looking statements such as statements that relate to Northern Trust’s financial goals, capital adequacy, dividend policy, expansion and business development plans, risk management policies, anticipated expense levels and projected profi
Slide 3: A Highly Focused Business Model
Leading advisor to affluent market AUM $202 Billion AUC $453 Billion Personal Financial Services Leading global custodian AUC $4.5 Trillion AUM $601 Billion Corporate & Institutional Services Leading asset manager for personal & institutional clients AUM $803 Billion Northern Trust Global Investment
Slide 4: Personal Financial Services: Life-driven Approach to Serving the Affluent Market
Life-driven Approach to Serving the Affluent Market Private & Business Banking Deposit services Custom financing Stock option lending Financial Planning Cash flow analysis Debt management Tax planning Retirement planning Investment Management Comprehensive investment capabilities Custom asset alloca
Slide 5: Corporate & Institutional Services: Delivering a Broad Range of Solutions
Delivering a Broad Range of Solutions Asset Processing Safekeeping Settlement Derivatives and collateral processing Income collection Corporate actions Tax reclamation Asset Administration Fund accounting Transfer agency Corporate secretarial/trustee Valuations Investment operations outsourcing Asse
Slide 6: Northern Trust Global Investments: Client Focused, Diversified Investment Manager
Equities $411 Billion (51%) Short Duration $230 Billion (29%) $601 Billion Institutional $202 Billion Personal $358 Billion (45%) Active $390 Billion (48%) Index Client Focused, Diversified Investment Manager Asset Classes Fixed Income $142 Billion (18%) Other $20 Billion (2%) Client Segments Styles
Slide 7: Trends Impacting Our Business
Trends Impacting Our Business Secular Trends Cyclical Trends Global wealth creation Globalization/cross-border investing Expanding use of alternative assets Shift from active to passive management Increased regulation Focus on risk management Demand for transparency Back and middle office outsourcin
Slide 8: Strong Organic Growth Impacted by Operating Conditions
Strong Organic Growth Impacted by Operating Conditions June 30, 2013 YTD Other Revenue includes Net Interest Income, Foreign Exchange Trading Income and Other Noninterest Income Strong organic growth Cyclical headwinds Good expense management Balanced business model - PFS C&IS Consolidated Trust, In
Slide 9: Focused on Improving Profitability and Returns
Focused on Improving Profitability and Returns Revenue Enhancements Corporate-wide Initiatives Technology Efficiency Process Optimization Driving Performance Fully align value proposition Unbundle pricing structures Expand share of relationship Simplify organizational structure Align retirement plan
Slide 10: Investing in the Future
Investing for the Future Capabilities & Expertise Strategic Locations Technology Risk Management Investing in…
Slide 11: Investing in Capabilities & Expertise
Investing in Capabilities & Expertise Investing in capabilities and expertise to better serve clients Goals Driven Investing
Slide 12: Investing in Strategic Locations
Investing in Strategic Locations Investing in new offices Frankfurt Saudi Arabia Investing in office relocations New York Miami Los Angeles Forth Worth
Slide 13: Investing in Technology
Investing in Technology Investing in technology to enhance client and partner experience Mobile and internet Integrated analytics, performance & reporting for asset managers Shared service, automated workflow across personal and institutional clients Highly available platforms, converged infrastruct
Slide 14: Investing in Risk Management
Investing in Risk Management Investing in risk management infrastructure and enhancing existing capabilities to meet regulatory requirements Compliance Supporting clients in the European Union under the Alternative Investment Fund Managers Directive and continuing to implement processes to comply wi
Slide 15: Investing for the Future
Investing for the Future Capabilities & Expertise Strategic Locations Technology Risk Management Investing in…
Slide 16: Strategically Positioned for Growth
Strategically Positioned for Growth Market Leader in Focused Businesses Strong History of Organic Growth Focused on Driving Performance Investing for the Future Northern Trust Corporation
Slide 17: Slide 17
Northern Trust — Barclays Global Financial Services Conference 2013 on 6ix