Deutsche Boerse Ag · XETR:DB1
Deutsche Boerse — Deutsche Börse — Investor Presentation (November 2021)
15 slides from Deutsche Boerse's investor presentation, Nov 10, 2021
Slide 1: Business Deep Dive: ISS – Institutional Shareholder Services
Business Deep Dive ISS – Institutional Shareholder Services 10 November 2021
Slide 2: ISS acquisition addresses major market trends and aligns with Compass 2023 strategy
ISS acquisition addresses major market trends and aligns very well with our Compass 2023 strategy Major market trends Integrating sustainability as critical factor for ESG investment decisions becomes mainstream, further accelerated by Covid-19 ▪ ISS positioned as innovative global leader in data an
Slide 3: ISS is a best-in-class data and research business with strong strategic complementarity
ISS is a best-in-class data and research business with strong strategic complementarity to Deutsche Börse The global leader in corporate governance for more than three decades with ✓ a rapidly growing position in broader ESG and distribution services >2,400 employees Best-in-class data business in g
Slide 4: Both businesses complement each other very well across multiple dimensions
Both businesses complement each other very well across multiple dimensions Qontigo with world-class indices and risk Global top player in ESG research, ratings, data, analytics and advisory services + analytics; Eurex as one of the leading exchanges for index derivatives Global leader in providing g
Slide 5: ISS is driving cooperation workstreams along the entire value chain
To realize revenue synergies, ISS is driving cooperation workstreams along the entire value chain of Deutsche Börse Non-exhaustive Expanding existing Clearstream Fund partnership in joint Centre distribution ESG index platform offering ISS development for ESG fund ratings and institutional clients r
Slide 6: ISS is composed of four strong business lines, serving investors and corporates alike
ISS is composed of four strong business lines, serving investors and corporates alike I Global leader in providing II Innovative and high-quality III Solutions to help companies IV Provides critical research, objective governance research ESG research, ratings, index, design and manage their data, i
Slide 7: ISS Governance: objective governance research, advisory and proxy voting solutions
I ESG – ISS Governance Global leader in providing objective governance research and advisory, and end-to-end proxy voting solutions GOVERNANCE Offerings include objective governance research and recommendations, RESEARCH through multiple policy options, and end-to-end proxy voting solutions Institut
Slide 8: ISS in unique position to expand products and services in rapidly growing ESG market
II ESG – ISS ESG ISS in unique position to further expand products and services in rapidly growing ESG market Core ESG data spending continues to grow rapidly ISS' positioning Global spending, US$m1 ▪ Global top 3 data offering 1,000 ▪ Gaining market share with >30% growth 800 2020/21 in core ESG da
Slide 9: ISS ESG: research, ratings, index, screening, data, analytics and advisory services
II ESG – ISS ESG Innovative and high-quality ESG research, ratings, index, screening, data, analytics & advisory services On-going monitoring and research on company practices, assessing SCREENING& information through numerous sources and following through with CONTROVERSIES expert analysis and cons
Slide 10: ISS Corporate Solutions: governance, compensation and sustainability programs
III ESG – ISS Corporate Solutions Helping corporates design and manage their governance, compensation and sustainability programs C O M P E N S AT I O N Provides web-based tools and advisory services to help companies SUITE design, monitor and communicate executive pay plans ISS Corporate Solutions
Slide 11: ISS Market Intelligence: research, data, insight and workflow solutions
IV Non-ESG – ISS Market Intelligence Providing critical research, data, insight, and workflow solutions to global asset managers and distributors SIMFUND Provides clients with a cloud-based platform with proprietary and third- party datasets for advanced business intelligence across every major fund
Slide 12: Acquisition of Discovery Data positions ISS Market Intelligence as intermediary data leader
IV Non-ESG – ISS Market Intelligence Acquisition of Discovery Data positions ISS Market Intelligence as an international market leader in intermediary data Tr a n s a c t i o n o v e r v i e w Company snapshot ▪ Full acquisition (100%) of Discovery Data ▪ Founded in 2002, Discovery Data is the marke
Slide 13: Strong organic and inorganic growth trajectory is expected to continue
Strong organic and inorganic growth trajectory is expected to continue Historic development Progress since consolidation Outlook Incl. M&A Mar-Sep 2021; €m ▪ Guidance at the time of the 14% +15%2 announcement (Nov 2020): CAGR y-o-y ˗ >5% organic net revenue growth 150 ˗ ~35% adjusted EBITDA margin w
Slide 14: Q&A
Q&A DEUTSCHE BORSE GROUP a"
Slide 15: Disclaimer
Disclaimer Cautionary note with regard to forward-looking statements: This document contains forward-looking statements and statements of future expectations that reflect management's current views and assumptions with respect to future events. Such statements are subject to known and unknown risks
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