Keppel Ltd. · SGX:BN4
Keppel — Investor Day (August 2024)
15 slides from Keppel's investor day presentation, Aug 20, 2024
Slide 1: Keppel – a differentiated global real asset manager
Keppel – a differentiated global real asset manager Ms Christina Tan, CEO, Fund Management & CIO Investor Day, 20 August 2024
Slide 2: Favourable global macrotrends
Favourable global macrotrends Investors seek investment strategies and asset classes in sectors underpinned by resilient macrotrends Energy transition Rapid urbanisation Increasing digitalisation & climate change & ageing population Global annual energy transition investments Annual population of ur
Slide 3: Strategically positioned
Strategically positioned Investors are increasing allocation to real assets Keppel is in the right space, at the right time to seize opportunities Driven by the desire for portfolio diversification and the amidst the macrotrends pursuit of stable and predictable cash flows Leveraging Keppel’s operat
Slide 4: Bespoke investment solutions
01 Bespoke investment solutions 16
Slide 5: Accelerating FUM growth
Accelerating FUM growth Through organic and inorganic growth strategies, complemented by AI Funds under Management1 ($’b) >2x 200 Growth Drivers +55% 1 Scale existing flagship products Continued momentum 852 1 across FM&I platform 2 Focus on synergistic inorganic growth 55 2 3 Investments in new gro
Slide 6: Expanding global footprint
Expanding global footprint Strategic replication of win-win partnerships across the core pillars to strengthen Keppel’s market position Next phase of growth Cross-selling of funds Broadening of LP base for fund raising New fund investment opportunities Co-creating new and larger fund products and pl
Slide 7: Diverse offerings providing strong returns
Diverse offerings providing strong returns Customised offerings across a myriad of investment strategies that meet investors’ needs Debt Core Core + Value Add / Opportunistic Keppel Keppel Asia Keppel Keppel Core Keppel Education Private Credit KSURF Infrastructure Data Centre Infrastructure Fund As
Slide 8: The Keppel difference
02 The Keppel difference 20
Slide 9: Integrated platform
Integrated platform Keppel’s value proposition stems from our ability to leverage our deep operating expertise and domain knowledge to drive shareholder value and returns Rigorous Investment Cycle • Adding value with operating expertise • Raising capital and gathering assets • Driving superior asset
Slide 10: Case study: KAIF – differentiated value-add investment
Case study: KAIF – differentiated value-add investment Creating investable real assets through our flagship Keppel Asia Infrastructure Fund (KAIF) series Global Megatrend Opportunities The Keppel Advantage Keppel Proprietary Asset Global low-emission hydrogen Singapore’s carbon emission by Keppel’s
Slide 11: Case study: KSURF – brown-to-green solutions
Case study: KSURF – brown-to-green solutions Spearheading sustainable and innovative urban space solutions to build smarter cities of tomorrow Global Megatrend Opportunities The Keppel Advantage Keppel Proprietary Asset Carbon emissions from buildings in Carbon emission split from Keppel’s operating
Slide 12: Case study: KDCF – trusted and experienced manager
Case study: KDCF – trusted and experienced manager Meeting the exponential growth in bandwidth demand with connectivity solutions through our flagship Keppel Data Centre Fund (KDCF) series Global Megatrend Opportunities The Keppel Advantage Keppel Proprietary Asset Global data creation Technology ev
Slide 13: Keppel – the manager of choice
Keppel – the manager of choice We are connecting investors with strategic real assets across infrastructure, real estate and connectivity that produce strong inflation-protected cashflows amidst the volatile global environment. LP-first mindset and Differentiated value strong track record propositio
Slide 14: Thank you
Thank you
Slide 15: Disclaimer
Disclaimer NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF THAT JURISDICTION. THIS PRESENTATION SHALL NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO SELL, SUBSCR