Clime Investment Management Ltd · ASX:CIW
Clime Investment Management — FY2022 Earnings Presentation
10 slides from Clime Investment Management's earnings presentation, Sep 13, 2022
Slide 1: FY22 Results summary & FY23 outlook
For personal use only Clime Investment Management Limited FY22 Results summary & FY23 outlook Presentation September 13, 2022 Integrity Transparency Conviction Progress
Slide 2: We exist to create value for our clients
We exist to create value for our clients For personal use only 1. Providing financial guidance to Australians so they do not outlive their money 2. Investing in an Australian sustainable future 3. Supporting small business owners, innovators and founders Our values Integrity Transparency Conviction
Slide 3: 2022 – 2025 Strategy Map
2022 – 2025 Strategy Map For personal use only Strategy 1 – IMA as the Strategy 2 - SMA with bespoke Strategy 3 – Support Clime’s Strategy 4 – Advice as a service centrepiece Investment Consulting managed funds that feed into the IMA/SMA investment solutions Productivity strategy Revenue growth stra
Slide 4: Clime Group Entities
Clime Group Entities For personal use only CIW owns 100% of all Entities Clime Investment Management Limited (ASX:CIW) Parent entity - listed Clime Asset CBG Asset Madison Financial AdviceNet (Pty) Management (Pty) Management Ltd Group (Pty) AFSL Holder AFSL Holder AFSL Holder AFSL Holder Clime Inve
Slide 5: Our Board and Executive team
Our Board and Executive team For personal use only Claire Bibby Ronni Chalmers John Abernethy Dr Michael Kollo Susan Wynne Non-Executive Director Non-Independent Director Chairman & Founder Non-Executive Director Non-Executive Director Annick Donat Chief Executive Officer Biju Vikraman Jaime Johns H
Slide 6: A solid year of transformation and rebuild
A solid year of transformation and rebuild For personal use only How we make money Our assets FY22 lessons learned Actual Revenue for Clime Group - FY 22 (Unaudited) $5.1bn FUM&A What’s working well • Collaboration between investment and Quality portfolio management and funds advice teams increasing
Slide 7: FY22 results summary
FY22 results summary For personal use only Financial Indicator FY22 FY21 Change Funds under management and advice(FUM&A) $5.1 billion $5.1 billion Revenue (excluding performance fees) $13.7 million $13.5 million Operating profit before MTM, performance fees and STI $2.2 million $2.7 million Cash and
Slide 8: FY22 Highlights and Performance
FY22 Highlights and Performance For personal use only Highlights Key statistics • Successful acquisition of 75% of Ralton Asset • FUM&A stable at $5.1bn in FY22 compared to PCP Management. The acquisition brings Clime’s combined separately managed account capability to approximately • Individually M
Slide 9: Where do we generate revenue?
Where do we generate revenue? For personal use only Clime FUM&A $5.1bn – FY22 IMA SMA/MDA Funds LIC Advice FUM: $508M FUM: $300M FUM: $254M FUM: $145M FUA:$4B • $4.037M revenue in FY22 • $986K in revenue in FY22 • $3.548M in revenue in • Listed investment • $2.294M revenue in FY22 • 450 clients • Cl
Slide 10: FY23 Looking forward
FY23 Looking forward For personal use only Focus areas for growth • Solid SMA growth pipeline across multiple platforms ($70mil from Marcus Today, revenue accretive day 1) • IMA service expansion for wholesale clients • MTIS integration and synergy opportunities • Growth focus on strategic partnersh
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