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My Platform Rules State Street and FNZ Presentation Gold Coast, 23 rd February 2015 Chris Liddell, FNZ Sinclair Scholfield, State Street.

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Presentation on theme: "My Platform Rules State Street and FNZ Presentation Gold Coast, 23 rd February 2015 Chris Liddell, FNZ Sinclair Scholfield, State Street."— Presentation transcript:

1 My Platform Rules State Street and FNZ Presentation Gold Coast, 23 rd February 2015 Chris Liddell, FNZ Sinclair Scholfield, State Street

2 Strong Global Enterprise Delivering new insights into risk management and investment strategy Maintaining the inventory of client capital and dividends / interest owing products Research and trading solutions that improve the efficient use of client capital Developing investment strategies that make the best use of client capital Financial Strength * Source: State Street, as of 31 Dec 2014 **This AUM includes the assets of the SPDR ® Gold ETF (approximately $34 billion as of 30 Jun 2014), for which State Street Global Markets, LLC, an affiliate of State Street Global Advisors, serves as the distribution agent. Proven experience, with $2.45 trillion in assets under management* as of 31 Dec 2014 Access to a wide range of investment strategies across the risk/return spectrum With $387 billion** in ETF assets under management, we have one of the broadest ranges of ETFs in the industry Global leader in investment research, trading and securities lending Providing liquidity across 30 international markets, with approximately $3.24 trillion in lendable assets as of 30 Jun 2014 $19.8 trillion in foreign exchange and interbank volume traded in 2013 US$28.2 trillion globally of assets under custody and administration, of which US$6.7 trillion is with asset owners* US$1.1 trillion of assets under custody and administration in APAC, of which US$376 billion is with asset owners* Over US$200 billion of assets under custody in Australia* One of the world’s leading investment service providers Fund accounting and administration, custody, investment operations outsourcing, recordkeeping, performance and analytics, and transfer agency services Integrated solutions across the lifecycle of your trades Aligning research and advisory, portfolio performance and risk analytics, electronic trading and clearing, information and data management with new innovations Multi-asset class, flexible products and services tailored to your needs

3 A highly successful track ‐ record of supporting large institutional customers in different markets and transporting and implementation technology and services across markets with the same underlying technology and service engine; UK Solution & Operations Centre Edinburgh 248 Staff UK Client Engagement Bristol, Edinburgh & London 94 Staff European Solution Centre Brno (Czech Republic) 150 Staff ANZ Client Engagement Sydney, Melbourne & Wellington 47 Staff NZ Solution & Operations Centre Wellington 247 Staff HK / Singapore Client Engagement 23 Staff FNZ Global Technology Delivery & Retail Asset Servicing Model

4 United Kingdom FNZ - Platform-as-a-Service Unique Target Operating Model/ Multi-Proposition

5 650,000, HNW, Mass Affluent & Small Saver Advised Clients 6,500 Financial Advisory Firms including Networks, Wealth Advisors, Building Societies, and Boutique Fund Managers 1m+ Sub-Accounts for Pensions, Individual Savings, and Investment Plans 10’s of millions of Transaction messages covering trades, cash flows, transfers, and securities specific events Customer Exposure in Custody to more than 6,000 different investment instruments including managed funds, model portfolios, Equities, ETFs, Govt Bonds, and Investment Trusts FNZ has scale across the full spectrum of retail wealth participants

6 Agenda Outline of the current Australian marketplace and global platform trends Technology Who should be interested? The power of combining world class capabilities How does a new asset servicing firm operated platform offering assist the Australian wealth community? Questions

7 Outline of the current Australian marketplace and global platform trends Desire of the wealth community to access more investment product efficiently Diversification into more asset classes Diversification into more international assets Desire for a flexible platform solution – pick your desired asset managers, banks, brokers etc. What we have seen from our mutual client bases overseas? 7

8 Technology New platform operators have entered the market as the desire for new capabilities and flexibility of product continues to grow New capabilities and alliances being formed - ongoing investment into technology and operating platforms Integration of capabilities and new solutions –Pure technology plays – operator buys the software and maintains systems, runs in-house –BPO models –operated by technology vendors –owned and operated by asset servicing entities 8

9 Who should be interested? Wealth Managers – including local banks and global institutional wealth managers SMSF service providers Wealth advisory firms / networks Retail brokers branching beyond equities and bonds, including into mFunds Superannuation funds 9

10 The power of combining world class capabilities New capabilities being brought to the market for: Wealth advisors, money managers, investors, retail brokers and investment banks Global trading & operating capabilities -> back office across global markets Market know-how across globe and processing capabilities in over 100 markets around the world for Australian investors. New operational capabilities end investors, wealth management community, institutional scale brought to retail providers, best of breed new global capabilities Platform solutions provider that is agnostic about products, execution venues on the platform 10

11 How does a new asset servicing firm operated platform offering assist the Australian wealth community? Single view of the book of truth backed by industrial strength quality Efficient connection of retail and institutional book of record Opening up choice for product and service provider Enhanced level of sophistication beyond traditional wrap offerings Scale based / low cost provide which assists in current and future environment of market compression Bring best of breed from global investment to the Australian wealth community. 11

12 Questions 12


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