Clime Investment Management Ltd · ASX:CIW
Clime Investment Management — Shareholder Meeting (November 2019)
15 slides from Clime Investment Management's shareholder meeting presentation, Nov 14, 2019
Slide 1: Annual General Meeting 14 November 2019 - Chairman
For personal use only Annual General Meeting 14 November 2019 Donald McLay Chairman
Slide 2: Annual General Meeting 14 November 2019 - CEO
For personal use only Annual General Meeting 14 November 2019 Rod Bristow Chief Executive Officer
Slide 3: Disclaimer
Disclaimer For personal use only The information contained in this document is published by Clime Investment Management Limited (Clime or the Clime Group). The information contained herein is not intended to be advice and does not take into account your personal circumstances, financial situation an
Slide 4: Clime Investment Management Limited
For personal use only Clime Investment Management Limited Traditional Diversify and Trusted adviser business grow Investment Management New Initiatives Client Focus Individually Managed Accounts Private Wealth Advice CRM and client engagement (Wholesale clients only) Separately Managed Accounts Thir
Slide 5: The Clime Group
For personal use only The Clime Group Clime Investment Management (ASX: CIW) Clime Asset Clime Private Clime Direct Clime Super Management Wealth Direct to Consumer SMSF Administration Investment Management Wealth Advisory Investment Platform Service
Slide 6: Clime – Positioning
Clime – Positioning Operating Segment Market Position Clime Positioning For personal use only − Crowded market − Robust investment process delivering positive returns − Passive investments gaining market share that demonstrates the benefits of active management Investment Management − Insourcing of
Slide 7: FY19 Operational Summary
FY19 Operational Summary For personal use only Disciplined FY19 strategy execution − Group − Investment Management − Future growth
Slide 8: Leadership Team
Leadership Team For personal use only Chief Executive Officer Rod Bristow General Manager Private Head of Investments Chief Financial Officer Chief Operating Officer Wealth & Distribution Biju Vikraman Sarah Bolouri Adrian Ezquerro Adam Youkhana Compliance Private Wealth Advice Finance and Investmen
Slide 9: Investment Products
Investment Products AUM ($M) Investment type Clime Group Product Suitable for… 30/9/19 For personal use only • All Cap Australian Equity IMA Individually Managed Accounts • High Conviction Australian Equity IMA Wholesale investors only $462 (IMAs) • Income IMA • Balanced Ethical Income IMA • Clime C
Slide 10: Investment Performance to 30/9/19
Investment Performance For personal use only to 30/9/19 Clime Smaller Companies Fund 23.23% annualised net return (after fees) Clime Australian Income Fund 7.00% annualised net return (after fees)
Slide 11: Investment Performance to 30/9/19
Investment Performance For personal use only to 30/9/19 Clime International Fund 9.36% annualised net return (after fees) Clime CBG Australian Equities Fund 9.52% annualised net return (after fees)
Slide 12: FY19 Summary: Financial results
FY19 Summary Financial results For personal use only Assets Under Management (AUM) $961M at 30/9/19 Up 4.1% from $924M at 30/6/19
Slide 13: Focus on growth
Focus on growth CAGR 26.2% EBITDA ('000) NPAT ('000)* CAGR 33.1% For personal use only 2,000 3,000 2,586 1,461 2,500 1,500 1,970 1,064 2,000 1,287 1,000 620 1,500 1,000 500 500 - - 2017 2018 2019 2017 2018 2019 -500 H1 H2 H1 H2 CAGR 26.0% Earnings Per Share (cps)* 3.0 2.6 Fully franked grossed up di
Slide 14: Outlook
Outlook For personal use only Clime is at a key scale point Continued focus on enhancing return on equity through • Organic growth • Assets under management • Private Wealth Advice clients • Business simplification and technology efficiency • Mergers and acquisitions that deliver scale and optimize
Slide 15: Thank you
For personal use only Thank you
Clime Investment Management — Shareholder Meeting (November 2019) on 6ix