Praemium Ltd · ASX:PPS
Praemium — H1 2009 Earnings Presentation
11 slides from Praemium's earnings presentation, Mar 3, 2009
Slide 1: Group CEO's Investor Presentation - PPS Half Year Results
For personal use only Group CEO’s Investor Presentation PPS Half Year Results 3 March 2009 Please see the attached presentation. About Praemium: Praemium supplies online Portfolio Administration Services (V-Wrap) and Separately Managed Account (SMA) technology to wrap providers, financial planners,
Slide 2: Praemium Update March 2009
For personal use only Præmium Update March 2009 Arthur Naoumidis Group CEO
Slide 3: Praemium in Australia
Præmium in Australia For personal use only 3 key services: Virtual Wrap Separately Managed Accounts (SMA) Market Data & Trading System
Slide 4: Growth continues – even in this tough market
For personal use only Jun-07 Dec-07 Jun-08 Dec-08 V-Wrap Committed 22,860 32,160 37,040 40,651 portfolios Funds under $24.1 billion $28.5 billion $29.2 billion $26.5 billion administration Number of 346 423 462 498 wholesale clients Growth continues – even in this tough market
Slide 5: V-Wrap
V-Wrap Highlights For personal use only 7.8% increase in clients (to 498) 9.7% increase in portfolios SMSFs grow 24% to ~16,500 System enhancements Multi-CCY, Multi Exchange, Fixed Interest, FX, Advanced Corporate Actions Processing E*Trade contract (Post Balance Date) 5
Slide 6: V-Wrap Outlook
V-Wrap Outlook For personal use only Accountants are driver for growth in 2009 SMSFs are a particular focus Planners and brokers are struggling They need to reduce costs V-Wrap is a good way Look at accelerating organic growth Help our clients grow their client bases 6
Slide 7: SMA
SMA Highlights For personal use only Blackrock Exclusivity Expired but continues as a key SMA operator Actively pursuing strategy to ensure a balance of white label and institutional partners with captive distribution for SMA in addition to BlackRock Powerwrap signs Heads 26% increase in services (t
Slide 8: SMA Outlook
SMA Outlook For personal use only New SMA operators Targeting 2 more large scale operators Discussions are ongoing Strategy SMA’s Concept developed in the UK and brought back to Australia Significant interest in Australia Accountant SMA’s Fits in with V-Wrap’s strengths The “Holy Grail” – target SMS
Slide 9: p-Desktop Australia
p-Desktop Australia Highlights For personal use only 166 firms agree to deploy p-Desktop Adviser focus Portfolio Reviewer, Portfolio Planner, Enhanced Trading Back office integration Development and testing of extensive GBST interface 9
Slide 10: p-Desktop Australia Outlook
p-Desktop Australia Outlook For personal use only Target retail brokers Brokers having significant operational cost issues P-Desktop a cost effective solution for market data and trading services Advanced adviser tools to address SOA and compliance On-line broker deployment Several opportunities Sil
Slide 11: United Kingdom
United Kingdom Highlights For personal use only First commercial prospectus authorised OBSR SMARTfund First 4 SMARTfund clients signed Foster Denovo, Informed Financial Planning, Radcliffe & Newlands and Fat Prophets First discretionary client Price Bailey Praemium UK is “Live” 11