InvestSMART Group Limited · ASX:INV
InvestSMART — Shareholder Meeting (November 2019)
15 slides from InvestSMART's shareholder meeting presentation, Nov 27, 2019
Slide 1: Chairman's comments - Annual General Meeting
For personal use only 27 November 2019 Attention: Company Announcements ASX Limited By E-Lodgement ANNUAL GENERAL MEETING OF INVESTSMART GROUP LIMITED (ASX:INV) COMMENTS BY THE CHAIRMAN AND PRESENTATION BY MANAGING DIRECTOR The strategy of the company has consistently been to streamline its business
Slide 2: Chairman's comments (continued)
For personal use only • In June 2019, we launched our second ASX listed Managed Fund product, Intelligent Investor Australian Ethical Share Fund. This fund combines the research expertise of our Intelligent Investor analysts with the demand we see for investment in companies which meet sound Environ
Slide 3: Investing made simple - Investor Update November 2019
For personal use only Investing made simple INVESTOR UPDATE | NOVEMBER 2019
Slide 4: Our Mission
OUR MISSION To help all Australians For personal use only grow and protect their wealth. Research & Advice WHY? Because we believe people should be able to take control of their financial future. And it shouldn’t be hard or expensive to do so Investment Investment HOW? Portfolios Tools By providing
Slide 5: FY19 Financials
FY19 FINANCIALS InvestSMART is debt free and finished the year with a cash balance of $4.4 million. For personal use only
Slide 6: FY19 Highlights
FY19 HIGHLIGHTS InvestSMART saw significant growth over the last year in traffic to website, new users, engagement in Portfolio Manager and funds under management 14% 21% 27% 23% 8% For personal use only 14.1 2.8 118.6 3.0 109.5 11.9 2.4 9.6 2.5 8.8 91.1 1.9 7.5 8.8 2.0 2017 2018 2019 2017 2018 2019
Slide 7: Built for Growth
B U I LT F O R G R O W T H InvestSMART has built an enviable digital direct wealth platform which For personal use only attracts nearly 5million Australians per year to its InvestSMART, Eureka Report and Intelligent Investor websites. InvestSMART is at the forefront of digital advice in Australia, c
Slide 8: Our Platform Advantages
O U R P L A T F O R M A D VA N T A G E S 1 § InvestSMART’s direct wealth platform is ahead of its competitors providing InvestSMART with significant and unparalleled Ahead of its Time For personal use only first mover advantages and engagement with a large share of the retail market 2 Superior Engag
Slide 9: Our Marketing Advantages
O U R M A R K E T I N G A D VA N T A G E S InvestSMART’s reach and market penetration continues to grow due to its engaging trusted rich content, simple portfolio construction tools and low-cost products For personal use only Cost Per Lead by Industry Cost Per Lead by Channel Finance $47 Display & C
Slide 10: Focused on Conversion
FOCUSED ON CONVERSION InvestSMART’s client conversion from members to users to subscribers and investors continues to improve For personal use only Engagement & Member Capture Conversion Client
Slide 11: Funds Under Management Business
FUNDS UNDER MANAGEMENT BUSINESS Low Cost Passive Portfolios Active Portfolios , Small Coy and Listed investments For personal use only § Our low-cost capped fee ETF portfolios continue to outperform § After a period of poor performance suffered by most Value their peers and gain traction with the re
Slide 12: Funds Under Management Conversions
FUNDS UNDER MANAGEMENT CONVERSIONS FUM conversions Capped Fees § Fund flows to our passive low-cost capped fee funds continue to § Many Investors are topping up their original investments to get to For personal use only be greater than all other products within the business the cap or starting ongoi
Slide 13: Subscription Business
SUBSCRIPTION BUSINESS Eureka Report Overview Intelligent Investor Overview For personal use only § Several changes to our website , product offering, and the return § Again recent changes to our website and splitting out all our of Alan Kohler in Dec 2018 are having a significant positive affect ser
Slide 14: Subscription Conversion
SUBSCRIPTION CONVERSION Subscription Conversions Campaign driven conversions § Conversion rates continue to improve with a clearer business § Historically conversions have been driven primarily through two For personal use only focus on our two subscription services through splitting the major campa
Slide 15: Thank you
For personal use only Thank you. Investing made simple
InvestSMART Group — Shareholder Meeting (November 2019) on 6ix