Northern Trust Corporation · NASDAQ:NTRS
Northern Trust — Shareholder Meeting (April 2017)
16 slides from Northern Trust's shareholder meeting presentation, Apr 25, 2017
Slide 1: 2017 Annual Meeting of Stockholders
1 northerntrust.com | © 2017 Northern Trust 2017 Annual Meeting of Stockholders NORTHERN TRUST CORPORATION April 25, 2017 Frederick H. Waddell Chairman & Chief Executive Officer Reminder: Use of cameras, recording devices, cell phones and other electronic equipment is strictly prohibited. Thank you.
Slide 2: 2017 Annual Meeting of Stockholders
2 northerntrust.com | © 2017 Northern Trust 2017 Annual Meeting of Stockholders NORTHERN TRUST CORPORATION April 25, 2017 Frederick H. Waddell Chairman & Chief Executive Officer Michael G. O’Grady President
Slide 3: Forward-Looking Statements
3 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 4: Client-Centric and Globally Integrated
4 northerntrust.com | © 2017 Northern Trust $8.9 trillion $1.0 trillion $121 billion ASSETS UNDER CUSTODY/ ADMINISTRATION ASSETS UNDER MANAGEMENT BALANCE SHEET Client-Centric and Globally Integrated NORTHERN TRUST CORPORATION Service Expertise Integrity Relentless drive to provide exceptional servic
Slide 5: 2016 Financial Performance
5 northerntrust.com | © 2017 Northern Trust 2016 FINANCIAL PERFORMANCE ($ IN MILLIONS, EXCEPT EPS, ROE) 2016 2016 vs. 2015 Trust, Inv. & Other Servicing Fees $3,108 +4% Total Revenue 4,962 +6% Non-Interest Expense 3,471 +6% Net Income 1,032 +6% Earnings Per Share 4.32 +8% Return on Common Equity 11.
Slide 6: 1st Quarter 2017 Financial Performance
6 northerntrust.com | © 2017 Northern Trust 1ST QUARTER 2017 FINANCIAL PERFORMANCE ($ IN MILLIONS, EXCEPT EPS, ROE) 1Q17 1Q17 vs. 1Q16 Trust, Inv. & Other Servicing Fees $808 +8% Total Revenue 1,284 +8% Non-Interest Expense 894 +8% Net Income 276 +13% Earnings Per Share 1.09 +6% Return on Common Equ
Slide 7: Profitability and Returns
7 northerntrust.com | © 2017 Northern Trust PROFITABILITY AND RETURNS Return on Equity Pre-tax Margin Noninterest Expense as a % of Trust & Investment Fees As of March 31, 2017 8.6% 9.3% 9.5% 10.0% 11.5% 11.9% 11.6% 23.4% 30.4% 131% 111% 2011 2012 2013 2014 2015 2016 1Q 2017
Slide 8: Capital Return to Shareholders
8 northerntrust.com | © 2017 Northern Trust 2008 2009 2010 2011 2012 2013 2014 2015 2016 $326 $281 $280 $353 $450 $609 $792 $830 $755 Dividends Share repurchases CAPITAL RETURN TO SHAREHOLDERS ($ IN MILLIONS)
Slide 9: Wealth Management
9 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
Slide 10: Goals Driven Wealth Management
10 northerntrust.com | © 2017 Northern Trust GOALS DRIVEN WEALTH MANAGEMENT An approach that aligns financial resources with personal goals creating an integrated strategy that empowers a full understanding of how to achieve lifetime goals. Banking Trust & Estate Services Investment Management Wealt
Slide 11: Corporate & Institutional Services
11 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 Fi
Slide 12: Corporate & Institutional Services
12 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 Sovereign Entities Asset Management Asset Servicing Capital Market Data Fund L
Slide 13: Asset Management
13 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 $517B Fixed Income $462B Other $22B Wealth & Retail 26% Asset Class Client Type World’s 13th largest asset manager
Slide 14: Leading Capabilities
14 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 challen
Slide 15: Long-Term Success Through a Focused Strategy
15 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 16: 16 northerntrust.com | © 2017 Northern Trust
16 northerntrust.com | © 2017 Northern Trust