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Generating
significant value for our stakeholders

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Thoughtful Strategies

Quality Execution

Enabled by Talent, Culture and Technology

12.7%

Adjusted Operating ROE

$1.4 Trillion

Assets Under Management

16%

5-year Annual Dividends Per Share CAGR

+10%

5-year Adjusted BVPS CAGR

+8%

5-year Adjusted EPS CAGR, excluding notable items

#1 ISS QualityScore

Governance

Serving ~50 million customers, in over 40 countries
More than 140 years in financial services

12.7%
Adjusted Operating ROE1


  1. Based on after-tax Adjusted Operating Income (AOI) and average Adjusted Book Value.
    More information can be found in our non-GAAP reconciliations PDF format Download (opens in new window) and in our earnings release materials.

$1.4 Trillion
Assets Under Management


16%
5-year Annual Dividends Per Share CAGR

+10%
5-year Adjusted BVPS CAGR


More information can be found in our non-GAAP reconciliations PDF format Download (opens in new window) and in our earnings release materials.

SuperiorISS Quality Scores

#1 Governance:
Compensation, Audit and Risk Oversight, Board Structure

#2 Social and Environmental:
Disclosure and Transparency

Based on ESG risk evaluation from Institutional Shareholder Services (ISS)

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