Pinnacle Investment Management Group Limited · ASX:PNI
Pinnacle Investment Management — FY2020 Earnings Presentation
46 slides from Pinnacle Investment Management's earnings presentation, Aug 4, 2020
Slide 1: Annual Results Discussion for the Year Ended 30 June 2020
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Slide 2: Important notice
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Slide 3: Themes
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Slide 4: Financial Highlights
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Slide 5: Financial Results
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Slide 6: Business Highlights - FUM
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Slide 7: Business Highlights - Flows
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Slide 8: Business Highlights - Affiliates
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Slide 9: Revenue
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Slide 10: Key Components of FY Results
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Slide 11: Balance Sheet
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Slide 12: Gross FUM Growth
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Slide 13: Funds Under Management
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Slide 14: Continuing Strong Investment Performance of Affiliates
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Slide 15: Affiliates' Investment Performance
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Slide 16: Affiliates' Investment Performance
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Slide 17: Pinnacle Affiliates Continue to Win Major Industry Awards
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Slide 18: Building a Resilient Business
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Slide 19: Diversity of Our Platform
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Slide 20: Diversity by Affiliate
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Slide 21: Diversity by Asset Class
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Slide 22: Diversity by Client Type
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Slide 23: Diversity by Client Type
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Slide 24: Growth in Retail FUM
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Slide 25: Growth in Performance Fee FUM
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Slide 26: Our Response to the COVID Crisis
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Slide 27: Remuneration Outcomes
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Slide 28: Corporate Sustainability
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Slide 29: We Are Focused on Continuous Improvement
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Slide 30: People, Diversity and Community
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Slide 31: Community
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Slide 32: Affiliate Commitment to ESG
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Slide 33: Pinnacle Affiliates as Responsible Investors
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Slide 34: Pinnacle Charitable Foundation
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Slide 35: Combined Donations
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Slide 36: New Affiliates During the Year
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Slide 37: CCI Acquisition
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Slide 38: CCI Overview
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Slide 39: Discretionary Asia Macro
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Slide 40: Kinya Global Emerging Market Equities
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Slide 41: Affiliate Summaries
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Slide 42: Update: Pinnacle Affiliates
8SGDWHė 3LQQDFOH$IILOLDWHV • FocusedongeneratinghealthylongtermreturnswithstrongdownͲsideriskprotection, byinvestingalongsidehighqualitystewardsofbusinessesinEmergingMarkets • Aikya GlobalEmergingMarketsFund(AUT)waslaunchedinMarch2020 • UCITSfundplannedforlaunchinQ42020 • Pragmaticvaluemanagerofglob
Slide 43: Update: Pinnacle Affiliates
8SGDWHė 3LQQDFOH$IILOLDWHV • LongͲtermbusinessownermindset • Averageholdingperiodforthecompaniesintheirportfoliosis10years • HyperionGlobalGrowthCompaniesFundopenedtoretailinvestorsin2019.Asat30 June2020,thefundhasoutperformeditsbenchmarkby11.0%(perannum,since inceptionin2014,grossoffees) • Winner–
Slide 44: Update: Pinnacle Affiliates
8SGDWHė 3LQQDFOH$IILOLDWHV • ManageinvestmentsinassetswithintheTransport,Energy,Utilities,Renewables,AgriͲ infrastructureandSocial(PPP)sectors • Asat30June2020,fundsundermanagementandinvestorcommitmentstotalled approximately$2.9billionacrossPalisade’sthreepooledfundsandseparatelymanaged accounts • P
Slide 45: Update: Pinnacle Affiliates
8SGDWHė 3LQQDFOH$IILOLDWHV • Specialistwater,agricultureandfoodinvestmentfirm,establishedinearly2019 • Riparian’sinvestmentteamhasextensiveexperienceinagriculture,financeandasset management,predominantlyinAustraliabutalsocoveringtheUnitedStatesandAsiaͲ Pacific • RiparianWaterFundlaunchedinNovember20
Slide 46: Q&A
O&A
Pinnacle Investment Management Group — FY2020 Earnings Presentation on 6ix