Clime Investment Management Ltd · ASX:CIW
Clime Investment Management — TIP Group Small Cap Conference 2025
21 slides from Clime Investment Management's conference presentation, Mar 20, 2025
Slide 1: ASX Announcement: Presentation at TIP Group Small Cap Conference
Clime Investment Management Limited 20 March 2025 Company Announcements Australian Securities Exchange Clime Investment Management Limited (ASX: CIW) For personal use only Dear Shareholders, Clime Investment Management Limited is presenting at the TIP Group (ASX: TIP) Small Cap Conference on Thursda
Slide 2: Clime Investment Management TIP Group Small Cap Conference Presentation
MARCH 2025 For personal use only Clime Investment Management (CIW.ASX) Michael Baragwanath – Managing Director TIP Group Small Cap Conference Presentation
Slide 3: Disclaimer
Disclaimer For personal use only The information contained in this presentation is published Clime Investment Management ABN 37 067 185 899 (ASX:CIW). The information in this presentation is of a general nature only. The author has prepared the presentation without taking into account your objective
Slide 4: Clime - Clever investing made easy
Clime - Clever investing made easy For personal use only Income, International, All Caps, CAM.ASX Founded in 1996 Listed on the ASX in 2001 • Founder led, strongly supported Managed Funds $1.6 Billion Funds Under Management Direct Automated • Retail, Wholesale, Models, LIC, Direct Execution Portfoli
Slide 5: Turnaround or Capital Killer?
Turnaround or Capital Killer ? TM Return on Equity and Sales Per Share Share price over time For personal use only “ December 2024 Half year results: • Profit up 137% to $405,000 (half) • Revenue up 2% to $6,070,000 (half) TM: Capital Killers is trademark registered by Teaminvest Pty Ltd • $1,503 ch
Slide 6: Financials
Financials Transitioning clients from non-advised IMA’s to advised SMA’s was lowering operational complexity at For personal use only the cost of client flexibility, control and value – this activity was halted. Executive cost out and Madison staff. Staff wages were above average for skill/experienc
Slide 7: Now comes the hard part!
Now comes the hard part! For personal use only $4.751 Trillion Distribution Contested Activity = Win on Merit Australian Investment Market Marketplace Results Private Direct to 3rd party $2 Trillion Addressable SMSF, Wealth Investor Advice Platform, Direct 647 Fund Managers, Solutions Comprehensive
Slide 8: Strategy
For personal use only Strategy
Slide 9: Leveraging Complexity
Leveraging Complexity trust scale For personal use only Physical footprint in every State: ^ Multi-Channel Mult-Asset Strategy: ^ Single Trading Desk – Multiple Solutions Private Wealth Advisers with a personal touch Separately Managed Accounts on platform Individually Managed Accounts off platform
Slide 10: Investors dine – we just bring them the menu
Investors dine – we just bring them the menu For personal use only Advised Clients (dine in) (take away) Direct Clients 100% of Investor portfolio 20% of Investor portfolio Lapse / Redemption rate >5% per annum Lapse / Redemption rate <7% per annum High labour cost and risk Lower labour cost and ris
Slide 11: Clever Investing - CAM.ASX
Clever Investing - CAM.ASX For personal use only Equity Investor Debt Investor • Seeks capital growth and reasonable yield • Seeks consistent yield, lower risk and liquidity Solution Delivered Solution Delivered • Higher Dividend Yields on average • Liquidity through an ASX traded instrument • 100%
Slide 12: Connecting with the next generation
Connecting with the next generation Connecting with new and existing investors in new ways. For personal use only • Zero marketing spend • Short punchy videos • 471,717 views in 2 months (from near 0) • 9,699 Likes (from 0) • 1,227 comments (from 0) • 1,323 shares (from 0) • Total watch time – 118 d
Slide 13: Strategy Summary
Strategy Summary For personal use only Distribute Differentiated Solutions Broadly Create network effects (more capital = more deal flow = more capital) Connect with the next generation TIP Group Small Caps Conference 2025 12
Slide 14: Moats
For personal use only Moats
Slide 15: Cost and Network Competitive Advantages
Cost and Network Competitive Advantages For personal use only Demise of brokers and private banks Activities Underway create opportunities Competitor fund managers have no distribution Competitor Direct execution portfolio managers have no margin Competitor advisers Retail, Wholesale Extending execu
Slide 16: For personal use only
ise only rsOnmal t CELE So FS eeeee x .
Slide 17: Risks and Mitigants
Risks and Mitigants For personal use only Risk Impact Probability Recent Mitigants Compliance failure Medium Medium Tri-party compliance and supervision (internal, external funds specialist, external advice specialist) IT Security High High >6-month-old hardware, complete partner review and penetrat
Slide 18: Trust
For personal use only Trust
Slide 19: Our Board
Our Board For personal use only John Abernethy Michael Baragwanath Will Riggall Henry Davis Tushar Kale/ Angela Wang Chair Managing Executive Non-Executive Joint Company of the board Director Director Director Secretary Founder and chair of 18 years of financial Chief Investment Officer Practicing s
Slide 20: Why Invest in Clime?
Why Invest in Clime? For personal use only Diversified Offering Integrated Offering • Our comprehensive product offering offers cost advantages and the ability to outmanoeuvre our competitors and capture a higher share of wallet Managed Funds Capital efficient Direct Automated • Cost effective manag
Slide 21: Clever investing made easy
For personal use only clever investing made easy Investor Services 1300 788 568 | info@clime.com.au | clime.com.au
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