Raiz Invest Ltd. · ASX:RZI
Raiz Invest — MarketLit virtual conference 2021
13 slides from Raiz Invest's conference presentation, Jul 2, 2021
Slide 1: Presentation to MarketLit virtual conference
For personal use only ASX Release 2 July 2021 Presentation to MarketLit virtual conference Raiz Invest Limited (ASX: RZI) (Raiz or the Company) attaches in relation to its presentation at today’s MarketLit virtual conference the following documents: 1. Media release; and 2. Presentation slides. - EN
Slide 2: About Raiz
About Raiz Raiz Invest Limited (ASX: RZI) is Australia’s largest, mobile-first financial services platform designed to For personal use only boost investing and savings in and outside of superannuation, available via the Raiz app or its website. To gain greater insight to the Raiz business and our s
Slide 3: Socially responsible investing continues to attract younger Australians
Socially responsible investing continues to attract younger Australians Sydney, 2 July, 2021: After introducing a “light green” socially responsible investment option in the Raiz Invest app, called the Emerald portfolio, more than 32,000 consumers have now chosen that option, attracting more than $1
Slide 4: For personal use only
Since launching in 2016 Raiz has achieved solid growth, amassing more than 1.75 million downloads, over 1,705,000 signups, with over 437,000 active monthly customers and over $762 million funds under management as at 31 May 2021. Raiz was awarded Australia’s Investment Innovator of the Year at the 2
Slide 5: A mobile-led financial services platform
For personal use only A mobile-led financial services platform George Lucas (MD/Group CEO) June 2021 Raiz Invest Limited (ASX: RZI) Level 11, 2 Bulletin Place, Sydney NSW 2000
Slide 6: Important Information
Important Information Important notice and disclaimer (Important Notice) For personal use only This presentation has been prepared by Raiz Invest Limited (ACN 615 510 177) (ABN 74 615 510 177) (RAIZ). References in this presentation to RAIZ include its group of companies and trusts. In consideration
Slide 7: Highlights – May 2021
Highlights – May 2021 For personal use only 437,377 $762m $3.1m $102.1m $2.4m +97.9% +76.2% +39.0%^ +49.7% +40.4%^ Global Active Australian Funds Revenue from Micro- Raiz Super Quarterly Recurring Customers Under Management Investing Platform Invested Revenue ESG Initiative Having an impact in South
Slide 8: Revenue Model
Revenue Model Raiz charges a range of different fees, dependent on the type of portfolio a customer chooses, the amount of FUM held in the portfolio For personal use only and the country that the customer is using the platform Conservative to Aggressive Portfolio Emerald Portfolio Sapphire Portfolio
Slide 9: Bringing financial literacy to Southeast Asia
Bringing financial literacy to Southeast Asia For personal use only Highlights Raiz has added over 160,000+ active customers across the Indonesian and Malaysian markets. Features such as Round-Ups, Recurring Investments and Saving Goals offered by Raiz is improving financial literacy In Australia, 5
Slide 10: ESG in Australia – The Emerald Portfolio
ESG in Australia – The Emerald Portfolio For personal use only Raiz added socially responsible (light green) portfolio option based on demand from our customers It was the first additional portfolio Raiz added Recently we added a custom portfolio option which increased the number of ESG options avai
Slide 11: Planting trees to offset our carbon footprint
Planting trees to offset our carbon footprint For personal use only Offsetting our carbon footprint is expected by our customers. So far, we have planted 6,559 trees in our 5 years existence. • We have 19 employees in Australia and try where possible to run a paper free office • We use AWS which is
Slide 12: Offsetters has nearly 5,000 users reducing their carbon footprint
Offsetters has nearly 5,000 users reducing their carbon footprint For personal use only Not only do Offsetters members get to offset their carbon footprint, but part of their monthly subscription goes towards supporting the natural Australian disaster relief fund. This is a competitive price point f
Slide 13: For personal use only
Australia Indonesia Malaysia For personal use only www.raizinvest.com.au Investor and Media Enquiries: Brendan Malone ir@raizinvest.com.au