Australian Ethical Investment — H1 FY2025 Earnings Presentation

5 slides from Australian Ethical Investment's earnings presentation, Feb 27, 2025

Slide 1: Australian Ethical Investment Limited
Australian Ethical Investment Limited 1 NPAT attributable to shareholders
Slide 2: Half year ended 31 December 2024 highlights
• • • • • • • • • • • • • • • • Note: All metrics relate to the half year ended 31 December 2024 with comparisons to the period ended 31 December 2023, unless stated otherwise 2 Underlying cost to income ratio is calculated as total expenses excluding UPAT adjusted expenses and excluding tax, divide
Slide 3: Revenue, expenses and fund flows commentary
Australian Ag Ethical The institutional channel saw net outflows for the period of $58 million. As part of the acquisition of the Altius business, Australian Ethical now serves a number of institutional clients, including Australian Unity (AU). AU utilises short-term Altius fixed income funds for wo
Slide 4: Summary of Group profits
ethical” | A§ Expense increases were partially offset by: e Areduction in marketing expenses of 15%, primarily due to the scale back of marketing campaigns during the limited-service period as part of the superannuation administration transition to GROW Inc. Marketing expenses in the second half are
Slide 5: This announcement is authorised by the Board.
This announcement is authorised by the Board. *