Slide 1: Proposed Consolidation of Keppel's Interests in Asset Management Businesses
Proposed Consolidation of Keppel’s Interests in Asset Management Businesses Briefing to media and analysts 25 January, 2016 1
Slide 2: Asset management is a key part of Keppel's business model
Asset management is a key part of Keppel’s business model of capturing value across the value chain Keppel Group Project-Based Business Model: SALE & SERVICE • Newbuilds, repair & DESIGN upgrading projects & • Residential projects BUILD • WTE technology packages Revaluation Operation & Divestment Fe
Slide 3: Asset management businesses are a significant contributor to the Keppel Group
Asset management businesses are a significant contributor to the Keppel Group • $26B total assets under management • Capital recycling opportunities 30% p.a. for operating units • Asset monetisation with ability to continue to manage assets • Provides stable, recurring fee income • Steady dividend i
Slide 4: Today, the trust and fund management businesses are dispersed across the Group
Today, the trust and fund management businesses are dispersed across the Group Keppel Corporation Keppel Alpha Keppel DC REIT Keppel REIT Infrastructure Investment Management Management Fund Management Partners Keppel Keppel Keppel Infrastructure DC REIT REIT Trust 4
Slide 5: Keppel intends to consolidate its interests in all asset management companies under Keppel Capital
Keppel intends to consolidate its interests in all asset management companies under Keppel Capital Keppel Corporation Keppel Capital Keppel DC REIT Management Alpha Investment Partners Keppel REIT Management Keppel Keppel Keppel Keppel Infrastructure REIT DC REIT Infrastructure Trust Fund Mgmt 5
Slide 6: Consolidation benefits Keppel Group
Consolidation benefits Keppel Group Strengthens Group’s Increases velocity Expands capital capital recycling of new vehicle launches platform for platform to unlock value across asset classes co-investing Enhances investment Generates higher returns from improved recurring income from vehicle perfor
Slide 7: Consolidation also benefits REITs/business trust/funds' unitholders and investors
Consolidation also benefits REITs/business trust/ funds’ unitholders and investors Greater operational efficiency and effectiveness with expanded scale Strengthens capabilities via sharing of best practices Expanded platform strengthens recruitment and retention of top talent Shared services allow g
Slide 8: Keppel aims to enhance its asset management business by consolidating interests under one unit
Keppel aims to enhance its asset management business by consolidating interests under one unit Vision to be a best-in-class asset management platform, serving as trusted partners for our investors Scale People Excellence Velocity Total Keppel units High-performance Funds of choice for Repeatable mod
Slide 9: Q&A
Q&A 9