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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.
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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