Challenger Limited · ASX:CGF
Challenger — Macquarie Australia Conference 2022
13 slides from Challenger's conference presentation, May 5, 2022
Slide 1: Macquarie Australia Conference 2022 Presentation announcement
Challenger Limited 05 May 2022 For personal use only MACQUARIE AUSTRALIA CONFERENCE 2022 PRESENTATION Challenger Limited (ASX:CGF) attaches a copy of the presentation Managing Director and Chief Executive Officer Nick Hamilton will deliver at 11:15am today at the Macquarie Australia Conference 2022
Slide 2: Macquarie Australia Conference
Macquarie Australia For personal use only Conference Nick Hamilton Managing Director & CEO 5 May 2022
Slide 3: Purpose and strategy
Purpose and strategy Strategy for sustainable long-term growth remains unchanged For personal use only Our purpose is to provide customers with financial security for a better retirement Expand range of Broaden customer Leverage the combined Strengthen resilience financial products and access across
Slide 4: Meeting the needs of more customers
Meeting the needs of more customers Through yield, alpha and solutions For personal use only Alpha across equities, alternatives, real assets, fixed income FUNDS MANAGEMENT Fidante Partners and CIP Asset Management Yield via term deposits products Platform to access direct customers BANK Yield via a
Slide 5: Three complementary businesses positioned for growth
Meeting the needs of more customers Three complementary businesses positioned for growth For personal use only Purpose to provide customers with financial security for a better retirement SPREAD BASED INCOME FEE BASED INCOME Life Bank Funds Management #1 Australian retirement Digital banking platfor
Slide 6: Life
Life #1 Australian retirement income business For personal use only Successful diversification strategy Life sales ($bn) Focus on institutional relationships 7.6 ~28% Record sales and strong book growth CAGR 3Q22 YTD Life sales $7.6bn, up 30% on pcp 5.9 2.7 3Q22 YTD Life book growth $1.9bn or +11.2%
Slide 7: Bank
Bank Digital banking platform providing access to term deposit market For personal use only Integration well progressed Expanding distribution channels Winner of Mozo 2 TDs available via comparator sites1 Experts Choice Awards Preparing for retail broker channel launch Broadening lending capabilitie
Slide 8: Funds Management
Funds Management One of Australia’s fastest growing Fund Managers For personal use only Diversified institutional client base Funds Under Management1,2 ~90% of top 50 Australian super funds are clients $100bn FUM Market leading domestic distribution ~17% 5% Zenith ‘Distributor of the Year’ 2020 and
Slide 9: Capital management
Capital management Strongly capitalised For personal use only Additional financial flexibility at Group Strongly Additional financial capitalised flexibility S&P credit rating2 Challenger Life ‘A’ Challenger Life Company stable outlook PCA ratio1,2 Challenger Limited ‘BBB+’ stable outlook 1.65x Abov
Slide 10: Highly capable and engaged team
Highly capable and engaged team Focus on driving engagement, innovation and collaboration For personal use only High employee engagement1 81% Sustainable engagement 89% Diversity & inclusion 90% Collaboration Driving innovation through Imaginate Submissions focused on growth, simplification 80 and O
Slide 11: Industry and macro trends supportive
Industry and macro trends supportive Long-term tailwinds to support business momentum and growth For personal use only Supportive long-term tailwinds Superannuation 3x system growth Expected to triple next 20 years2 Intergenerational $175bn wealth transfer Wealth transfer p.a. by 20403 FY22 Investor
Slide 12: Challenger well positioned
Challenger well positioned Meeting the needs of more customers For personal use only Strategy for sustainable long-term growth remains unchanged Focused on meeting the needs of more customers through yield, alpha and solutions Three complementary businesses positioned for growth Success underpinned
Slide 13: Important note
Important note For personal use only This presentation was prepared for the purpose of a briefing to equity analysts and certain wholesale investors on 5 May 2022. The material in this presentation is general background information about Challenger Limited’s activities and is current at the date of