Northern Trust Corporation · NASDAQ:NTRS
Northern Trust — Sanford C. Bernstein Strategic Decisions Conference 2011
15 slides from Northern Trust's conference presentation, May 31, 2011
Slide 1: Northern Trust Corporation – Sanford Bernstein Strategic Decisions Conference 2011
PRINCIPLES THAT ENDURE EXHIBIT 99.1 Northern Trust Service Expertise Integrity Corporation Frederick H. Waddell Chairman & Chief Executive Officer Sanford C. Bernstein & Co. Strategic Decisions Conference 2011 The Waldorf=Astoria Hotel New York, New York June 1, 2011 SanfordTrust © 2011 Northern Ber
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: Agenda
Agenda Northern Trust Corporation Excellent Strategic Positioning Personal Financial Services Corporate & Institutional Services Northern Trust Global Investments Looking Toward the Future 3 Sanford Bernstein Strategic Decisions Conference
Slide 4: Client Centric, Highly Focused Business Model
Client Centric, Highly Focused Business Model Founded in 1889, Northern Trust Corporation is a global leader in asset management and asset servicing for institutional and personal clients Personal Financial Services: Leading advisor to affluent market $168 billion AUM $385 billion AUC Asset Corporat
Slide 5: Client Centric, Highly Focused Business Model
Client Centric, Highly Focused Business Model The strategic businesses that Northern Trust has focused on – consistently for many years – continue to offer compelling and attractive growth opportunities Excellent strategic positioning Asset Outstanding client base Servicing $4.4T Assets Strong and s
Slide 6: Personal Financial Services: Extensive Reach in the Affluent Market
Personal Financial Services Extensive Reach in the Affluent Market Network of PFS Offices in 18 States PFS Assets Under Management Over 50% of the U.S. millionaire market resides within ($ Billions) a 45-minute drive of Northern Trust offices. Washington (1) CAGR +7% 168.4 S&P500 CAGR +2% 154.4 Mich
Slide 7: Corporate & Institutional Services: Positioned Globally for Growth
Corporate & Institutional Services Positioned Globally for Growth Strategically Positioned C&IS Assets Under Custody in Three Dynamic Regions ($ Trillions) CAGR +11% S&P500 CAGR +2% US$EAFE CAGR +4% The Americas Europe, Asia Pacific Middle East, and Africa Investing in the Business: Growing our Glob
Slide 8: Client Focused, Diversified Investment Manager
Northern Trust Global Investments Client Focused, Diversified Investment Manager Assets Under Management: $662.2 Billion A Diversified Asset Manager Across Asset Classes Across Client Segments Across Styles Short Duration Personal Equities Active Index $233 Billion $168 Billion $294 Billion $313 Bil
Slide 9: Looking Toward the Future
PRINCIPLES THAT ENDURE Looking Toward the Future Integrity © 2011 Northern Trust Corporation
Slide 10: Looking Toward the Future
Looking Toward the Future Investing in the Business Improving Core Earnings Trajectory Acquisitions Revenue growth Omnium LLC* Continuing to win in the marketplace Bank of Ireland Securities Services* Positioned to benefit from higher rates Waterline Partners Operational efficiency Strategic office
Slide 11: Evolution of Global Operating Model
Evolution of Global Operating Model Europe, FTE Staff North America Middle East & Africa Asia Pacific 2000 8,645/91% 789/8% 61/1% 2005 7,248/80% 1,682/19% 110/1% 1Q2011 8,243/63% 2,297/18% 2,498/19% Chicago Amsterdam London Dublin Limerick Beijing Guernsey Luxembourg Tokyo Jersey Toronto Hong Kong B
Slide 12: Evaluation of Expense Base
Evaluation of Expense Base +6.5% $662 $660 Year-over-year expense $627 growth outpaced revenue $620 $622 growth** by 2.0 percentage st points in the 1 quarter of 2011. We are pursuing expense initiatives that will slow the rate of future expense growth. 1Q2010 2Q2010* 3Q2010 4Q2010* 1Q2011* *NOTE: T
Slide 13: Concluding Thoughts
PRINCIPLES THAT ENDURE Integrity Concluding Thoughts Ale) Northern Trust northerntrust.com
Slide 14: Strategically Positioned for Growth
Strategically Positioned for Growth Market Leader in Focused Businesses Best Private Bank in North America (Financial Times, November 2010 and 2009) Custodian of the Year (Professional Pensions – UK Pensions Awards, May 2010 and 2011) One of the largest Fund Administrators in Ireland and Guernsey th
Slide 15: Northern Trust Corporation
PRINCIPLES THAT ENDURE Northern Trust Service Expertise Integrity Corporation Frederick H. Waddell Chairman & Chief Executive Officer Sanford C. Bernstein & Co. Strategic Decisions Conference 2011 The Waldorf=Astoria Hotel New York, New York June 1, 2011 SanfordTrust © 2011 Northern Bernstein Strate
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