Investor Presentaiton
State Street and CRD serve top buy-side core clients
A strong footprint in the
top 220 global institutions
A
CRD
State Street
Asset
Managers
49 of the
top 100
86 of the
top 100
Asset
Owners
12 of the
top 30
22 of the
top 30
Significant opportunities to expand share of
wallet and to grow the client base
Strategic Approach to Capture Opportunities
• Grow CRD's client base by leveraging State
Street's relationships and reputation
Expand CRD and State Street share of
wallet by offering solutions to shared clients
Insurance
11 of the
top 30
26 of the
top 30
•
Alternatives
7 of the
top 30
Wealth
Managers
7 of the
top 30
24 of the
top 30
Growth
opportunity
Top 220 Institutions
17
(~55% of Global AUM 1)
16
•
•
Enhance distribution of State Street
products to CRD clients
Offer State Street's differentiated platform to
firms seeking an integrated experience
Increase wealth management market share
through CRD's strong position
Institutions outside the top 220
Expand presence across additional firms with
-45% of global AUM"
A The top 220 institutions included 15 CRD only clients, 87 State Street only clients, 71 shared clients, and 47 neither State Street nor CRD.
Refer to the Appendix included with this presentation for endnotes 1 to 22.
17
STATE STREET.
7View entire presentation