Slide 1: ASX cover letter: ASX CEO Connect Presentation
Perpetual Limited ABN 86 000 431 827 Angel Place, For personal use only Level 18, 123 Pitt Street Sydney NSW 2000 30 August 2022 Australia Phone +61 9229 9000 ASX Limited www.perpetual.com.au ASX Market Announcements Office Exchange Centre 20 Bridge Street Sydney NSW 2000 Via electronic lodgment ASX
Slide 2: ASX CEO Connect Presentation
Perpetual Limited (ASX:PPT) rsonal use only ASX CEO Connect Presentation Rob Adams, CEO & Managing Director 30 August 2022
Slide 3: Disclaimer
Disclaimer This presentation is in summary form and is not necessarily information provided and actual outcomes, and reserves the right rsonal use only complete. It should be read together with Perpetual Limited’s to change its projections from time to time. Perpetual undertakes (Perpetual) and Pend
Slide 4: Overview of FY22 results
Overview of FY22 results Positive momentum across all divisions delivering strong results rsonal use only Operating revenue1 $767.7m UPAT2 $148.2m NPAT $101.2m ROE3 16.2% Dividend4 $2.09 20% 21% 39% 44 16% bps 767.7 640.6 148.2 101.2 122.8 72.9 16.2 2.09 15.7 1.80 FY21 FY22 FY21 FY22 FY21 FY22 FY21
Slide 5: FY22 operational highlights
FY22 operational highlights Execution of strategy delivering positive outcomes rsonal use only 79% ~A$1b ~A$3b Strongest >A$1tr 9 +49 NPS in net inflows in net inflows in year of new milestone consecutive Record result, of all strategies1 intermediary outperformed their into ESG funds3,4 global equi
Slide 6: FY23 Outlook
FY23 Outlook Positive momentum across all business lines rsonal use only Perpetual Asset Perpetual Asset Perpetual Perpetual Acquisition of Management Management Private Corporate Trust Pendal Group1 International Australia Strong demand from Growth in flows from Expanding our Expect continued Propo
Slide 7: Pendal - a highly respected global, multi-boutique asset manager
Pendal - a highly respected global, multi-boutique asset manager World-class investment teams with significant capacity for growth Key facts Brands AUM by Asset Class1 rsonal use only Assets Under Management1 A$111b 7% 15% Fee Revenue2 A$668m 9% Global & EM Equities An Australian brand with Australi
Slide 8: A defining acquisition
A defining acquisition Significant acceleration of global build-out and growth potential Creates a leading global multi-boutique asset Strong presence across all major markets, rsonal use only management business with improved scale and reach with significant capacity for growth Global combined AUM
Slide 9: Advantages of our global multi-boutique model
Advantages of our global multi-boutique model Combining the advantages of a true boutique approach with the benefits of scale rsonal use only A differentiated Attracts and retains the Attracts and retains the Expected to drive superior model best investment teams best distribution talent growth over
Slide 10: Offer overview
Offer overview Strategically and financially compelling opportunity for shareholders of both firms rsonal use only + Attractive offer unanimously A scrip and cash offer that allows Financially attractive with Funding via a new debt recommended by Pendal’s shareholders in both companies double digit
Slide 11: A defining acquisition that creates a leading global multi-boutique asset manager
A defining acquisition that creates a leading global multi- boutique asset manager Bringing together two storied brands with high quality investment capabilities rsonal use only Contemporary business Significant Creates a global Strategically and model combining the deepening of global leader in ESG
Slide 12: Thank you & Q&A
Thank you & Q&A rsonal use only Update image
Slide 13: Contacts
Contacts rsonal use only Emma Rumble Susie Reinhardt General Manager, Corporate Affairs Head of Investor Relations & Investor Relations emma.rumble@perpetual.com.au susie.reinhardt@perpetual.com.au +612 9229 3998 +612 9125 7047 Connect with us at: Head Office About Perpetual perpetual.com.au Level 1