Perpetual Limited · ASX:PPT
Perpetual — Macquarie Australia Conference 2020
14 slides from Perpetual's conference presentation, May 7, 2020
Slide 1: Macquarie Australia Conference Presentation
Perpetual Limited ABN 86 000 431 827 Angel Place, Level 18, 123 Pitt Street Sydney NSW 2000 7 May 2020 Australia Phone +61 9229 9000 ASX Limited www.perpetual.com.au ASX Market Announcements Office Exchange Centre 20 Bridge Street Sydney NSW 2000 Macquarie Australia Conference Presentation Perpetual
Slide 2: Perpetual Limited Macquarie Australia Conference
PERPETUAL LIMITED MACQUARIE AUSTRALIA CONFERENCE 7 May 2020 Rob Adams Chief Executive Officer and Managing Director ABN 86 000 431 827
Slide 3: A diversified business
A diversified business Supported by balance sheet strength, brand & client relationships Responding to the current environment Earning trust every day supporting our clients, protecting our people, remaining true to label Executing on our strategy Clients first, future fit, new horizons
Slide 4: Perpetual's diversified business model
PERPETUAL’S DIVERSIFIED BUSINESS MODEL PROVIDING SOME PROTECTION FROM RECENT MARKET VOLATILITY Operating revenue %1 PI FUM $b PP FUA $b PCT FUA $b 11% 779.1 772.5 782.9 26.1 26.3 13% Meaningful 39% 21.4 contribution from each diversified 14.9 15.2 business1 13.2 12% 25% Q120 Q220 Q320 Q120 Q220 Q320
Slide 5: A diversified business: balance sheet strength & financial flexibility
A DIVERSIFIED BUSINESS BALANCE SHEET STRENGTH & FINANCIAL FLEXIBILITY Base capital requirements1 Dividend payout ratio2 Gearing ratio3 Available liquid funds 173 173 169 103% 11.6 11.6 11.6 97% 354 95% 316 305 2H19 1H20 Q320 1H19 2H19 1H20 1H19 2H19 1H20 2H19 1H20 Q320 Regulatory Other • The Group’s
Slide 6: Perpetual's strategic imperatives
PERPETUAL’S STRATEGIC IMPERATIVES RESPONDING TO COVID-19 ✓ Increased client connectivity and delivery through innovative digital solutions: ✓ COVID-19 Insights Hub attracting 47,000 visits ✓ Delivered 22 webinars attended by over 3,600 clients and financial advisers ✓ More than 15,500 COVID-19 relat
Slide 7: Perpetual Private: scalable professional services model designed to support growth
PERPETUAL PRIVATE SCALABLE PROFESSIONAL SERVICES MODEL DESIGNED TO SUPPORT GROWTH Trusted brand, ✓ Diverse and high-quality client base spanning multiple generations deep client ✓ Contemporary and scalable professional services model relationships ✓ Client segmentation and service offering deliverin
Slide 8: Perpetual Corporate Trust: product innovation and M&A driving growth
PERPETUAL CORPORATE TRUST PRODUCT INNOVATION AND M&A DRIVING GROWTH PCT Revenue1 $m 13%2 112.9 103.3 92.7 87.3 82.0 64.9 60.8 48.5 FY13 FY14 FY15 FY16 FY17 FY18 FY19 1H20 3 Securitisation MFS DAS and Other Acquisition Digital Trust Co Data Services Acquisition Rfi Digital Platform Product Launch “Fi
Slide 9: Perpetual Investments: remaining true to label while navigating market volatility
PERPETUAL INVESTMENTS REMAINING TRUE TO LABEL WHILE NAVIGATING MARKET VOLATILITY All ordinaries (XAO) Equity capital market activity (A$ m)1 16,000 14,870 7500 14,000 7000 12,000 6500 10,000 8,000 6000 - 37% between 20 Feb -23 March 6,000 5,449 4,910 5500 3,879 +23% between 23 March - 30 April 4,000
Slide 10: Perpetual Investments: building world class investment expertise and capability
PERPETUAL INVESTMENTS BUILDING WORLD CLASS INVESTMENT EXPERTISE AND CAPABILITY • Global Head of Distribution and • Developing and delivering • Plan in place to expand into other US Distribution team in place with contemporary in-demand products markets with growing demand target segments identified
Slide 11: New operating model
NEW OPERATING MODEL DISCIPLINED EXECUTION DELIVERING COST SAVINGS, INVESTING FOR GROWTH Client centric Decision making Centres of excellence Digital model and accountability transformation • Designed to deliver efficiencies and create a more • Positioned well for the current environment nimble workf
Slide 12: A diversified business
A diversified business Supported by balance sheet strength, brand & client relationships Responding to the current environment Earning trust every day supporting our clients, protecting our people, remaining true to label Executing on our strategy Clients first, future fit, new horizons
Slide 13: Contacts
CONTACTS Emma Rumble General Manager, Corporate Affairs & Investor Relations emma.rumble@perpetual.com.au +612 9229 3998 Catherine Buckmaster Senior Manager, Investor Relations catherine.buckmaster@perpetual.com.au +612 9229 3011 About Perpetual Perpetual is an ASX-listed, diversified financial serv
Slide 14: Disclaimer
DISCLAIMER Important information This presentation has been prepared by Perpetual Limited ABN 86 000 431 827 (Perpetual). It is general information on Perpetual and its subsidiaries (Perpetual Group) current as at 7 May 2020. It is in summary form and is not necessarily complete. The information in