Jupiter Fund Management Plc · LSE:JUP
Jupiter Fund Management — Q3 2023 Earnings Presentation
11 slides from Jupiter Fund Management's earnings presentation, 2023
Slide 1: Q3 Trading and Business Update 2023
JUPITER FUND MANAGEMENT PLC Q3 TRADING AND BUSINESS UPDATE 2023 JUPITER
Slide 2: E , Ny ~~
E , Ny ~~ Z » } Challenging retail market environment ) s » } Reaffirming 2023 expectations ) x » } Progress against strategic objectives ) 4 , » } Positioning business for future growth iS; ‘“ i és « JUPITER
Slide 3: Ongoing challenged retail backdrop
Ongoing challenged retail backdrop Gross flows (£bn) Net flows (£bn) P 5 2 3 1 3 0 1 1 0 2 Q3 22 Q4 22 Q1 23 Q2 23 m Retail, Wholesale & Inv. Trusts mi Institutional © Robust gross flows aft e @ Retail gross sales remain strong, despite i market environment Q3 23 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 m Reta
Slide 4: Continued strategic focus
Continued strategic focus INCREASE SCALE ..in select geographies and channels ag Ea DECREASE UNDUE COMPLEXITY OUR APPEAL RELATIONSHIPS TO CLIENTS WITH ALL STAKEHOLDERS Bc. ...with costs managed carefully through a relentless pursuit of efficiency ...with a curated product offering, while also explor
Slide 5: Investing in our clients & technology
N Z Investing in our clients & technology (@) & @ DECREASE BROADEN OUR DEEPEN RELATIOI! PS Client Client UNDUE COMPLEXITY APPEAL TO CLIENTS WITH ALL STAKEHt . Relationship Experience Data-enabled new Client Group more focused on client relationships and client experience * “s oF) Global Business Str
Slide 6: AUM, £
AUM, £ 0.5bn 1bn 1.5bn 2bn 2.5bn 3bn 3.5bn 4bn 4.5bn+
Slide 7: Investing in our people
\ Investing in our people @ DEEPEN RELATIOI WITH ALL STAKEHOLDERS Improved approach to performance- focused retention Current market conditions suggest upward pressure on total compensation ratio the net impact of perf JUPITER
Slide 8: Positioning for growth
Positioning for growth 1 @®@ i! INCREASE SCALE DECREASE UNDUE COMPLEXITY OUR APPEAL RELATIONSHIPS bors TO CLIENTS WITH ALL ‘ STAKEHOLDERS JUPITER
Slide 9: Q&A
Q&A — JUPITER
Slide 10: Forward looking statements
yw vee ‘ MP Forward looking statements This presentation may contain certain “forward-looking statements” with respect to certain plans of Jupiter Fund Management plc (Jupiter) and its current goals and expectations relating to its future financial condition, performance, results, strategy and objec
Slide 11: Jupiter Fund Management plc
Jupiter Fund Management ple The Zig Zag Building, 70 Victoria Street London, SW1E 6SQ, United Kingdom T: +44 (0)20 3817 1000 F: +44 (0)20 3817 1820 FA @iupiteram_uk {in| Jupiter Asset Management Jupiteram.com — JUPITER
Jupiter Fund Management — Q3 2023 Earnings Presentation on 6ix