Investor Presentaiton

Combining two leading firms creates a unique front-to-back office platform to serve our clients Front Office > $25T AUM 10 Key Activities • Portfolio Modeling & Construction ⚫ Investment Risk & Compliance . • Data Management . • Trade Management & Execution FX Trading & Securities Finance • Post-Trade Workflow Management • Investment Risk Monitoring Middle Office ~$13T AUA11 • Performance & Attribution • Client Reporting • Investment Accounting (IBOR 12) • Custody Back Office $34T AUCA 11 • Fund Accounting • Fund Administration Charles River STATE STREET. Integrated Front-to- Back Platform + Refer to the Appendix included with this presentation for endnotes 1 to 22. STATE STREET. 5

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