Australian Ethical Investment — FY2024 Earnings Presentation

5 slides from Australian Ethical Investment's earnings presentation, Aug 29, 2024

Slide 1: Australian Ethical Investment Limited
Australian Ethical Investment Limited 1 2024 KPMG Super Insights Report and dashboard (Data source: APRA Annual fund level superannuation statistics back series: June 2004 to June 2023 (issued May 2024))
Slide 2: Net of fees and distributions Reflects FUM balance at 30 June 2024 including Altius
• • • • • • • • • • • • • • • • • 2 Net of fees and distributions 3 Reflects FUM balance at 30 June 2024 including Altius FUM of $2bn 4 Underlying cost to income ratio is calculated as total expenses excluding UPAT adjusted expenses and excluding tax, divided by total revenue 5
Slide 3: 6 Before deducting bonus and grant expense
• • 6 Before deducting bonus and grant expense
Slide 4: Board Addition
etical” | A§ Board Addition Richard Brandweiner is appointed to the Board of Australian Ethical Investment Limited (AEl), as an Executive Director, effective 1 September 2024. Chair Steve Gibbs said “Richard is a seasoned executive and non-executive investment management professional, with a disting
Slide 5: www.australianethical.com.au
www.australianethical.com.au *