Perpetual Limited · ASX:PPT
Perpetual — Macquarie Australia Conference 2021
23 slides from Perpetual's conference presentation, May 4, 2021
Slide 1: Macquarie Australia Conference Presentation (ASX announcement)
Perpetual Limited ABN 86 000 431 827 Angel Place, Level 18, 123 Pitt Street Sydney NSW 2000 For personal use only 4 May 2021 Australia Phone +61 9229 9000 ASX Limited www.perpetual.com.au ASX Market Announcements Office Exchange Centre 20 Bridge Street Sydney NSW 2000 Macquarie Australia Conference
Slide 2: Perpetual Limited (ASX:PPT) Macquarie Australia Conference
For personal use only Perpetual Limited (ASX:PPT) Macquarie Australia Conference Rob Adams Chief Executive Officer and Managing Director 4 May 2021 Trust is earned.
Slide 3: Continued positive momentum, well positioned for future growth
CONTINUED POSITIVE MOMENTUM, WELL POSITIONED FOR FUTURE GROWTH TRANSFORMATIONAL ACQUISITIONS ADDING CAPABILITIES AND CAPACITY For personal use only A Disciplined Targeting diversified strategy quality business execution growth ▪ Benefits of diversification highlighted during ▪ Positive execution of
Slide 4: Perpetual overview: our businesses today
PERPETUAL OVERVIEW: OUR BUSINESSES TODAY A TRUSTED BRAND WITH A GROWING GLOBAL FOOTPRINT For personal use only Perpetual Asset Management International (PAMI) Perpetual Corporate Trust (PCT) ▪ World class asset management capabilities through ▪ Leaders in securitisation and managed fund services Tri
Slide 5: Continued momentum across each division
CONTINUED MOMENTUM ACROSS EACH DIVISION WELL POSITIONED TO DELIVER SUSTAINED GROWTH For personal use only Perpetual Asset Perpetual Asset Perpetual Perpetual Management Australia Management International Private Corporate Trust ▪ Industry-leading advice model ▪ Consistent year-on-year growth ▪ Stron
Slide 6: Perpetual Asset Management Australia: strong rebound in Australian equities relative performance
PERPETUAL ASSET MANAGEMENT AUSTRALIA STRONG REBOUND IN AUSTRALIAN EQUITIES RELATIVE PERFORMANCE Annualised Net Performance Excess returns above benchmark1 31 March 2021 (%) Period ended 31 March 2021 (%) For personal use only Fund Benchmark 3 mth % 6 mth % 1 yr 3 yr 5 yr 7 yr 10 yr 3 mth % 6 mth % 1
Slide 7: Perpetual Asset Management International: strong rebound in Barrow Hanley relative performance
PERPETUAL ASSET MANAGEMENT INTERNATIONAL STRONG REBOUND IN BARROW HANLEY RELATIVE PERFORMANCE 1 Annualised performance Excess returns above benchmark Barrow Hanley 31 March 2021 Performance against benchmark 31 March 2021 (%) Period ended 31 March 2021 (%) For personal use only Strategy Benchmark 3
Slide 8: Perpetual Asset Management International: solid performance for Trillium
PERPETUAL ASSET MANAGEMENT INTERNATIONAL CONTINUATION OF SOLID PERFORMANCE FOR TRILLIUM Annualised performance Excess returns above benchmark1 For personal use only Trillium 31 March 2020 Performance against benchmark 31 March 2021 (%) Period ended 31 March 2021 (%) Strategy Benchmark 3 mth % 1 yr 3
Slide 9: Global distribution build-out supporting our diversified business
GLOBAL DISTRIBUTION BUILD-OUT SUPPORTING OUR DIVERSIFIED BUSINESS DISTRIBUTION STRATEGY GAINING MOMENTUM, INCREASING DIVERSITY BY ASSET CLASS, CHANNEL AND GEOGRAPHY For personal use only Multiple world-class Strengthened capability to support Continued international investment capabilities domestic
Slide 10: Growing interest in value, global and emerging markets equities
GROWING INTEREST IN VALUE, GLOBAL AND EMERGING MARKETS EQUITIES PERPETUAL AFFILIATES HAVE STRATEGIES IN 7 OF 10 MOST SEARCHED UNIVERSES For personal use only ▪ Monitoring and replacement activity remains high within the US Large Cap Value category due to being a large component of many portfolios ▪
Slide 11: Global growth of ESG
GLOBAL GROWTH OF ESG A PRIMARY GLOBAL MEGA TREND For personal use only Europe Australia ▪ Over A$7.2 trillion of ESG assets Explicit climate change policy ▪ Responsible investing AUM has surpassed the A$1 trillion mark, or 36.7% of under management across Europe 77.4% total professionally managed as
Slide 12: Trillium Asset Management – an impact driven, ESG focused firm
TRILLIUM ASSET MANAGEMENT – AN IMPACT DRIVEN, ESG FOCUSED FIRM TRUE PIONEERS IN ESG INVESTING, UNIQUELY POSITIONED FOR STRONG GROWTH For personal use only Trillium’s Sustainable Investment Approach History: ▪ Founded in 1982 by ESG pioneer Joan Bavaria - a true visionary in the Evaluate Financial In
Slide 13: Perpetual – active ESG focus across all businesses
PERPETUAL – ACTIVE ESG FOCUS ACROSS ALL BUSINESSES BUILDING A SUSTAINABLE FUTURE FOR OUR CLIENTS, PEOPLE AND COMMUNITIES For personal use only PAMA PAMI PCT PP ▪ Launched two Trillium products in ▪ Trillium a clear industry leader in ▪ As Trustee, supported Brighte ▪ Our Native Title and Community A
Slide 14: Continued positive momentum, well positioned for future growth
CONTINUED POSITIVE MOMENTUM, WELL POSITIONED FOR FUTURE GROWTH TRANSFORMATIONAL ACQUISITIONS BUILDING CAPACITY AND SCALE For personal use only A Disciplined Targeting diversified strategy quality business execution growth 13
Slide 15: Thank you
For personal use only Thank you. Trust is earned.
Slide 16: Appendix
For personal use only Appendix Trust is earned.
Slide 17: Perpetual Executive Committee
PERPETUAL EXECUTIVE COMMITTEE COMPLEMENTARY SKILLSETS FOCUSED ON EXECUTION OF GROWTH STRATEGY For personal use only Rob Adams Chris Green Managing Director and Chief Chief Financial Officer Executive Officer Joined: 2006 Joined: 2018 Amanda Gazal Amanda Gillespie David Lane Chief Operating Officer G
Slide 18: Our strategy
OUR STRATEGY OUR PURPOSE OUR VISION OUR VALUES For personal use only Enduring prosperity Most trusted in financial services Excellence, integrity, partnership CLIENTS PEOPLE SHAREHOLDERS Trusted brand and Attract, develop and inspire Delivering sustainable enduring relationships the best people qual
Slide 19: Continued momentum across each division
CONTINUED MOMENTUM ACROSS EACH DIVISION UNDERPINNED BY OUR GOVERNANCE AND RISK FRAMEWORK For personal use only PAMI AUM ($b) PAMA AUM ($b) PP FUA ($b) PCT FUA ($b) 23.7 927.8 936.2 942.9 71.6 16.1 66.5 23.2 15.5 22.7 14.6 5.8 Q121 Q221 Q321 Q121 Q221 Q321 Q121 Q221 Q321 Q121 Q221 Q321 MFS DMS Our pu
Slide 20: Perpetual Corporate Trust
PERPETUAL CORPORATE TRUST DELIVERING EXCEPTIONAL CLIENT SERVICE AND SOLUTIONS For personal use only 1,200,000 $387bn 3,888 833,714 ~ 222 ~$2.75 # Payments Value of annual Bank accounts # Packets held Trusts trillion* processed payments managed for annually processed per In loans analysed & processed
Slide 21: Perpetual Private
PERPETUAL PRIVATE SUCCESSFUL EXECUTION OF ADVISER ACQUISITION STRATEGY CONTINUING TO DRIVE NET FLOWS For personal use only Community and Social Full range of proprietary multi- 15 consecutive halves Investment segment providing manager investment solutions of positive net flows meaningful contributi
Slide 22: Contacts
CONTACTS Emma Rumble For personal use only General Manager, Corporate Affairs & Investor Relations [email protected] +612 9229 3998 Marisa Zammit Head of Investor Relations About Perpetual [email protected] Perpetual Limited (ASX:PPT) is an ASX-listed, diversified financial s
Slide 23: Disclaimer
DISCLAIMER For personal use only Important information This presentation has been prepared by Perpetual Limited ABN 86 000 431 827 (Perpetual). It is general information on Perpetual and its subsidiaries (Perpetual Group) current as at 4 May 2021. It is in summary form and is not necessarily complet