Investor Presentaiton
State Street and CRD serve top buy-side core clients
A strong footprint in the
top 220 global institutions
A
State Street
Significant opportunities to expand share of
wallet and to grow the client base
Strategic Approach to Capture Opportunities
CRD
Asset
Managers
49 of the
top 100
Asset
Owners
12 of the
top 30
86 of the
top 100
22 of the
top 30
• 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
24 of the
top 30
Growth
opportunity
Wealth
Managers
7 of the
top 30
Top 220 Institutions
(~55% of Global AUM")
17
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.
STATE STREET.
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