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State Street (STT) investor relations material

State Street Barclays 23rd Annual Global Financial Services Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Barclays 23rd Annual Global Financial Services Conference summary10 Sep, 2025

Leadership priorities and strategic focus

  • New CFO is prioritizing understanding the operating model, delivering on 2025 performance expectations, optimizing the balance sheet, and driving productivity and efficiency.

  • Strategic growth initiatives include expanding client-facing activities and investing in innovation, particularly in wealth servicing and private capital.

  • Emphasis on a unified, client-centric approach across all business lines to maximize synergies and franchise value.

Investment services transformation and growth

  • Investment services strategy reset focused on client centricity, restructuring client service, and increasing sales capacity.

  • Achieved record sales and backlog, with Q2 sales matching full-year 2020 and a $444 million backlog.

  • Private markets servicing is a key growth driver, now representing 10% of fee revenue with 19% YoY growth.

  • Alpha front-to-back platform integration is deepening client relationships and driving software revenue growth.

Financial outlook and operating environment

  • 2025 fee revenue is expected at or above the upper end of the 5–7% guidance range, driven by markets, FX, and core business momentum.

  • Net interest income (NII) projected to be roughly flat, with variability from deposit levels and mix.

  • Expenses are trending toward the upper end of the 3–4% range due to client-facing and tech investments.

  • Expecting total operating leverage in 2025, with a positive macro outlook barring geopolitical risks.

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Frequently asked questions

State Street Corporation, provides a range of financial products and services to institutional investors worldwide. It offers investment servicing products and services, including custody; product and participant level accounting; daily pricing and administration; master trust and master custody; depository; cash management; foreign exchange, brokerage, securities finance, and collateral management services; investment management and investment advisory; investment research and trading; and administrator-and trustee-provided retirement plan services. State Street Corporation was founded in 1792 and is headquartered in Boston, Massachusetts.

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