Perpetual Limited · ASX:PPT
Perpetual — Shareholder Meeting (March 2023)
25 slides from Perpetual's shareholder meeting presentation, Mar 7, 2023
Slide 1: Perpetual Private Super Wrap Annual Members' Meeting
Perpetual Superannuation Limited Perpetual Private Super Wrap Annual Members’ Meeting 7 March 2023
Slide 2: General information
General information This information has been prepared by Perpetual Superannuation Limited ABN 84 008 416 831 (PSL), AFSL 225246, RSE L0003315 (as trustee for Perpetual Super Wrap ABN 22 897 174 641, RSE R1074406). It is general information only and is not intended to provide you with financial advi
Slide 3: Janet Torney, Chair: Acknowledgement of Country and Introduction
Janet Torney Chair Acknowledgement of Country and Introduction to Key People
Slide 4: Agenda
Agenda Acknowledgement of Country Introduction to key people Chair’s address Investment performance and market update Member services update Members’ questions and answers
Slide 5: Submit a question
Submit a question Via desktop Via mobile device If your question relates specifically to your account, we will contact you directly to discuss. Alternatively, our Contact Centre is available to assist on 1800 003 001. 5
Slide 6: Perpetual Superannuation Limited – key executives
Perpetual Superannuation Limited – key executives Board Janet Torney Kerry Adby Jocelyn Furlan Chris Green Mark Smith Chair & Non Executive Non Executive Director Non Executive Executive Director Executive Director Director Director Governance Tier Board Audit and Risk Committee Investment Committee
Slide 7: Chair's address
Janet Torney Chair Chair’s address
Slide 8: Our strategy
Our strategy Purpose: Enduring prosperity for the lifetime of our members Vision: to be the trusted provider of market-leading superannuation solutions in our chosen segments Values: Excellence, Integrity & Partnership Enable Engage Protect Sustain Strategic Enable the provision of Deepen our member
Slide 9: Your Fund as at December 2023
Your Fund as at 31 December 2023 $2.4bn in FUM Client Portal to access 207 managed your super funds details 2,781 Retail members Insurance ASX Listed from AIA Securities and Term Zurich Deposits from 3 banks 9
Slide 10: Tools & Resources
Tools & Resources 10
Slide 11: Perpetual Private Super Wrap Annual Members' Meeting
Perpetual Superannuation Limited Perpetual Private Super Wrap Annual Members’ Meeting 7 March 2023
Slide 12: Investment Performance & Market Update
Kyle Lidbury Head of Investment Research Investment Performance & Market Update
Slide 13: 2023 Recap
2023 Recap 1. The most anticipated recession in recent memory that didn’t transpire… 2. Artificial Intelligence boom had a meaningfully positive impact on market sentiment 3. Inflation has trended downwards but remains above Central Bank’s policy target range 4. Central Banks continued to hike rates
Slide 14: Artificial Intelligence (AI) boom
Artificial Intelligence (AI) boom Excitement surrounding AI manifested itself in the ‘Magnificent Seven’ Magnificent Seven vs the Rest (As of 29/11/2023) 180 160 Apple, Amazon, Alphabet, Meta, Microsoft, Tesla, Nvidia Indexed to $100 140 S&P 500 120 S&P 493 100 80 Dec-22 Feb-23 Apr-23 Jun-23 Aug-23
Slide 15: Inflation trended lower
Inflation trended lower Remains above target range in most countries Headline Consumer Price Index (CPI) 12 Actual Forecast 10 Percentage Change vs 1 Year Ago (%) 8 6 4 2 0 -2 Dec-19 Jun-20 Dec-20 Jun-21 Dec-21 Jun-22 Dec-22 Jun-23 Dec-23 Jun-24 Dec-24 Australia United States United Kingdom Eurozone
Slide 16: Central Bank Policy Rates moved higher
Central Bank Policy Rates moved higher Likely at or near peak interest rates Central Bank Policy Rate 6 5 4 Interest Rate (%) 3 Actual Forecast 2 1 0 -1 Sep-18 Mar-19 Sep-19 Mar-20 Sep-20 Mar-21 Sep-21 Mar-22 Sep-22 Mar-23 Sep-23 Mar-24 Sep-24 Mar-25 Australia United States United Kingdom Canada New
Slide 17: 2024 Outlook
2024 Outlook 1. Inflation likely to trend lower over the short-term, however, structural shifts in the global economy could see inflation higher over the long-term 2. Central Banks will keep rates ‘higher for longer’ until unemployment and economic growth materially deteriorates 3. Geopolitical risk
Slide 18: Perpetual Private Super Wrap Annual Members' Meeting
Perpetual Superannuation Limited Perpetual Private Super Wrap Annual Members’ Meeting 7 March 2023
Slide 19: Member Services Update
Adam Balsamo Head of Product and Marketing Member Services Update
Slide 20: Member Services - Client Portal
Member Services - Client Portal provides you with a simple and intuitive way to access information to help you track and manage your super with realtime data. Transparent view and reporting Flexibility to customise view Access to a range of simple and Customise the layout of the page to complex repo
Slide 21: Member Services - Adviser Online
Member Services - Adviser Online Provide Advisers with the information and tools to create your retirement portfolio, manage and monitor contributions, pension payments, income and investment. New features introduced during FY23 Security upgrade New digital forms Two-factor authentication launched t
Slide 22: Member Services - Adviser Online
Member Services - Adviser Online New digital withdrawal form Enhanced performance reporting By having the digital forms, clients can receive funds quicker as information is pre-populated, with smart data validation to eliminate errors. Advisors are able to track process easily. 22
Slide 23: Members' Questions and Answers
Members’ Questions and Answers
Slide 24: Submit a question
Submit a question Via desktop Via mobile device If your question relates specifically to your account, we will contact you directly to discuss. Alternatively, our Contact Centre is available to assist on 1800 003 001. 24
Slide 25: Thank you.
{ oP Trust is earned.