Australian Ethical Investment Ltd · ASX:AEF
Australian Ethical Investment — Shareholder Meeting (October 2019)
14 slides from Australian Ethical Investment's shareholder meeting presentation, Oct 24, 2019
Slide 1: Steve Gibbs, Acting CEO
For personal use only Steve Gibbs| Acting CEO
Slide 2: Investment performance, growth and client engagement
For personal use only Investment performance Growth Client engagement Continue to be the fastest growing super fund over 5 • Multiple industry awards, including three Gold years1,2. Top 10 funds by growth in FUM and member • Industry leading NPS for both super & managed funds, numbers over both 1 an
Slide 3: Awards and ratings
For personal use only Winner – Financial Standard Investment Leadership Award – ESG for the Australian Shares Fund Money Magazine ‘Best Green Super Fund’ in ‘Best of the Best’ December 2018 issue Money Management’s Fund Manager of the Year – Responsible Investments for the Australian Shares Fund (Wh
Slide 4: Funds under management
For personal use only Superannuation FUM ($bn) ($m) 21% 3.42 Managed Funds 0.21 32% 2.82 $3.42bn as at 30 June 2019 Institutional 0.17 0.95 38% 2.15 0.81 0.01 33% 1.56 0.64 0.01 1.17 0.51 Managed Funds 2.26 0.37 1.84 Retail 1.49 8% 1.04 0.79 2015 2016 2017 2018 2019 Funds under management ($bn) 30 J
Slide 5: Key themes: super outflows as a percentage of inflows
Key themes For personal use only 600% Super outflows as a % of inflows • One of the best performing 500% funds in terms of outflows - High outflows Low outflows super outflow ratio continues to be the lowest 400% across all retail funds in the industry 300% • AE retention has consistently been in th
Slide 6: Staff, diversity and inclusion
64 staff Diversity & inclusion For personal use only Diversity across many dimensions including gender, age and ethnicity Top quartile employee engagement of 71% 2 paid volunteering days per year Equality in leadership - FY19 Generational split of AE employees 50% 44% 54% 8% Wellbeing program includ
Slide 7: Investment portfolio
For personal use only Investment portfolio Share investments produced 70% less CO2 than benchmark1 Nil investment in fossil fuels2 Nil investment in nuclear Nil investment in tobacco Engaged with over 250 companies for people, animals & the environment. 44 companies committed to positive change Best
Slide 8: Key strategic grants
Key Strategic Grants through multi-year partnership arrangements focused on 3 areas: For personal use only People Planet Animals Protecting Australia’s forests Supporting Food Frontier in Educating & empowering under threat with The their development of plant- women with Human Rights Wilderness Soci
Slide 9: Portfolio holdings examples
For personal use only First Solar has developed, financed, engineered, constructed and currently operates many of the world’s largest grid- connected photovoltaic power plants. Using experience across the solar value chain, it aims to reduce risk while delivering more reliable, dependable and cost-e
Slide 10: Outlook and FY20 start
For personal use only • Ideally placed to capture opportunities for growth as more people realise that our approach is achieving strong returns and delivering social good • Ongoing growth in FUM and strong inflows expected to drive continued profit growth • Strong start to FY20 with FUM up 6.6% from
Slide 11: Climate change opportunity
For personal use only • 2019 watershed year in calls for action on climate change • AEI perfectly positioned to capitalise on this as people look more and more to invest their money and / or super in vehicles which do not exacerbate the problem but are clearly part of the solution • AEI has a long t
Slide 12: Key insights: net flows
Key insights • Strong September quarter netflows of $0.11bn • FUM reached $3.64bn at 30 September 2019, up 6.6% from 30 June 2019 For personal use only 350 300 250 Flows in $Millions 200 150 100 50 - Inflows Outflows (50) (100) Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 Sep-16 Mar-17 Sep-17 Mar-18 Se
Slide 13: FY19 Highlights footnotes
FY19 Highlights – slide 2 For personal use only 1. Represents membership growth 2. KPMG 2019 Super Insights Report – published April 2019 3. Excluding institutional 4. This excludes the results for the Australian Ethical Foundation Limited (‘The Foundation’) 5. Pollinate research 6. Morningstar Aust
Slide 14: For personal use only
australianethical i a For personal
Australian Ethical Investment — Shareholder Meeting (October 2019) on 6ix