Clime Investment Management Ltd · ASX:CIW
Clime Investment Management — 14th Australian Microcap Investment Conference (October 2025)
15 slides from Clime Investment Management's conference presentation, Oct 21, 2025
Slide 1: ASX announcement: presentation at Australian Microcap Investment Conference
Clime Investment Management Limited 21 October 2025 Company Announcements Australian Securities Exchange Clime Investment Management Limited (ASX: CIW) Dear Shareholders, For personal use only Clime Investment Management Limited is delivering a presentation today at the Annual Australian Microcap In
Slide 2: Clime – clever investing made easy
OCTOBER 2025 For personal use only Clime – clever investing made easy (CIW.ASX) Michael Baragwanath – Managing Director & clever.clime.com.au 14th Australian Microcap Investment Conference
Slide 3: Disclaimer
Disclaimer For personal use only The information contained in this presentation is published Clime Investment Management ABN 37 067 185 899 (ASX:CIW). The information in this presentation is of a general nature only. The author has prepared the presentation without taking into account your objective
Slide 4: The role of financial markets is to connect capital with the smart ideas
The role of financial markets is to For personal use only connect capital with the smart ideas that create prosperity Clever investors are adaptable, disciplined and networked. They know how to manage risk, think deeply, learn continuously, define goals and then achieve them. They find opportunities
Slide 5: For personal use only
For personal use only (Sourced from Clever.Clime.com.au 12th October 2025) Clime Investment Management Limited is a publicly owned investment manager. The firm provides its services to private wealth groups, self managed superannuation funds, family offices and individual investors. The firm manages
Slide 6: Clever.Clime public beta and summary
For personal use only Public Beta Clever.Clime is beta software currently available for free and unlocked access with an account, or limited trial use without one. Functionality, data sources, and accuracy may evolve as development continues. (Sourced from Clever.Clime.com.au 17th October 2025) Summ
Slide 7: Years young and ready for growth
29 years young and ready for growth ” Asset Class / Execution Service For personal use only Strategy Envelope pathways $6.7million in cash, investments in our funds • Fixed interest • Retail managed funds • Retail financial advice and convertible notes in long standing • Private Credit • Wholesale m
Slide 8: Competitive Landscape
Competitive Landscape For personal use only $4.751 Trillion Distribution Contested Communicate Australian Investment Market Activity = Results Direct to Investor 3rd party Advice Marketplace clearly $2 Trillion Addressable SMSF, Platform, Direct 647 Fund Managers, Solutions Comprehensive Diversity m
Slide 9: Dine in or take away – a solution for everyone
Dine in or take way – a solution for everyone. For personal use only Advised Clients (dine in) (take away) Direct Clients 100% of Investor portfolio 20% of Investor portfolio Lapse / Redemption rate >5% per annum Lapse / Redemption rate <7% per annum High labour cost and risk Lower labour cost and r
Slide 10: Connecting with every generation
Connecting with every generation • Zero marketing spend For personal use only • Short punchy videos + long form interviews • 178,736 YouTube views / 17,500 watching hours. (729 days – 24/7) • 1,300,000 + Instagram & TIkTok views • 14,000 + Likes (from 0) • 7000 + subscribers across all platforms. Ef
Slide 11: What happens when funds fail and the opportunity that creates
What happens when funds fail and the opportunity that creates For personal use only Referral Financial Research Licensee Platform Fund Trustee Registry Auditor ASIC partner Adviser house They said it was This slide is provided for Not my fault! illustrative and educational ok! purposes only. It summ
Slide 12: How we navigate the chaos
How we navigate the chaos For personal use only Demise of brokers Competitive Advantage and private banks create opportunities Competitor fund managers don’t control distribution Competitor Direct execution portfolio managers have no margin Packaging benefits Competitor advisers On & Off Platform ha
Slide 13: Strategy Summary
Strategy Summary For personal use only Deliver differentiated solutions – make it easy Create network effects and packages (more capital = more deal flow = more capital) Connect with the client – avoid intermediaries 14th Annual Australian Microcap Investment Conference 2025 12
Slide 14: Why Invest in Clime?
Why Invest in Clime? For personal use only Diversified Offering Integrated Offering • Our comprehensive product offering offers cost advantages and the ability to outmanoeuvre our competitors and capture a higher share of wallet Managed Funds Capital efficient Direct Automated • Cost effective manag
Slide 15: clever investing made easy
For personal use only clever investing made easy Investor Services 1300 788 568 | info@clime.com.au | clime.com.au
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