Northern Trust Corporation · NASDAQ:NTRS
Northern Trust — Barclays Global Financial Services Conference 2017
12 slides from Northern Trust's conference presentation, Sep 12, 2017
Slide 1: Barclays Global Financial Services Conference
1 northerntrust.com | © 2017 Northern Trust Barclays Global Financial Services Conference NORTHERN TRUST CORPORATION Frederick H. Waddell Chairman & Chief Executive Officer S. Biff Bowman Executive Vice President & Chief Financial Officer New York Hilton Midtown New York 13 September 2017
Slide 2: Forward-Looking Statements
2 northerntrust.com | © 2017 Northern Trust FORWARD-LOOKING STATEMENTS This presentation may include statements which constitute “forward-looking statements” within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward- looking statements are iden
Slide 3: Client-Centric and Globally Integrated
3 northerntrust.com | © 2017 Northern Trust $9.3 trillion $1.0 trillion $126 billion ASSETS UNDER CUSTODY/ ADMINISTRATION ASSETS UNDER MANAGEMENT BALANCE SHEET Client-Centric and Globally Integrated NORTHERN TRUST CORPORATION Service Expertise Integrity Relentless drive to provide exceptional servic
Slide 4: Focused on Attractive Markets
4 northerntrust.com | © 2017 Northern Trust FOCUSED ON ATTRACTIVE MARKETS The personal and institutional markets, where we focus, are large and growing. North America Private Financial Wealth $US Trillion $56 $73 2016 2021E CAGR: 9.2% 8.3% Sources: BCG Global Wealth 2017, Cerulli Associates Global M
Slide 5: Balanced Between Personal & Institutional Clients
5 northerntrust.com | © 2017 Northern Trust BALANCED BETWEEN PERSONAL & INSTITUTIONAL CLIENTS Our business is balanced between our personal and institutional client segments, which have similarly attractive profitability over time. Note: Revenue contribution excludes “Treasury & Other” segment resul
Slide 6: Wealth Management
6 northerntrust.com | © 2017 Northern Trust WEALTH MANAGEMENT A full array of goals-driven holistic wealth management solutions for individuals, families and private businesses. Client Banking Investment Management Trust & Estate Services Wealth Planning Client Goals
Slide 7: Corporate & Institutional Services
7 northerntrust.com | © 2017 Northern Trust CORPORATE & INSTITUTIONAL SERVICES Delivering asset servicing and asset management solutions to institutional clients globally. SECTOR EMPHASIS SOLUTION SET CUSTOMIZED OFFERING Not-for-Profit Pensions Financial Institutions Sovereign Entities Insurance Fid
Slide 8: Asset Management
8 northerntrust.com | © 2017 Northern Trust ASSET MANAGEMENT A leading global investment manager with a client-centric culture rooted in a fiduciary heritage. Institutional 74% Equity $531B Fixed Income $476B Other $22B Wealth & Retail 26% Asset Class Client Type World’s 14th largest asset manager $
Slide 9: Leading Capabilities
9 northerntrust.com | © 2017 Northern Trust LEADING CAPABILITIES Continually modernizing our technology and tools to competitively differentiate the client experience while also improving the partner experience. INNOVATION Exploring emerging technologies and market changes to solve business challeng
Slide 10: Profitability and Returns
10 northerntrust.com | © 2017 Northern Trust PROFITABILITY AND RETURNS Return on Equity Pre-tax Margin Noninterest Expense as a % of Trust & Investment Fees As of June 30, 2017 8.6% 9.3% 9.5% 10.0% 11.5% 11.9% 11.6% 11.6% 23.4% 29.6% 131% 111% 2011 2012 2013 2014 2015 2016 1Q 2017 2Q 2017
Slide 11: Long-Term Success Through a Focused Strategy
12 northerntrust.com | © 2017 Northern Trust +8% +12% +9% LONG-TERM SUCCESS THROUGH A FOCUSED STRATEGY Relationship-focused strategy Leader in attractive markets History of organic growth Proven record of investing for long- term growth and profitability ACHIEVE GREATER
Slide 12: 13 northerntrust.com | © 2017 Northern Trust
13 northerntrust.com | © 2017 Northern Trust
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