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CAPITAL MARKETS DAY 2019

Today’s agenda

INTRODUCTION

Today’s speakers from the Executive Committee

Introduction from the CEO

Jupiter’s history

Jupiter today

Jupiter’s future

Clear progress since CEO appointment

The Jupiter difference

Our strategic framework

Strategic priorities

Andrew Formica

INVESTMENT MANAGEMENT

Stephen Pearson

Strong fund management principles…

…Underpinned by strong fund management foundations

Depth and focus of team

Jupiter investment identity: clear client proposition

Jupiter investment identity

Unconstrained, conviction-led active management

Client outcomes: performance

Platform and technology

Delivering client outcomes: Environmental Social & Governance (ESG)

Strategy: strong roots and scope for growth

Strategy: strong roots and scope for growth

Strategy: aligning high conviction with high potential

Recent initiatives: fund launches and repositioning

Investing in our people

Investing in our people

Managing the lifecycle

Driving and sustaining future growth

Stephen Pearson

DISTRIBUTION AND PRODUCT

Phil Wagstaff

Why Jupiter?

Distribution is a combination of art and science

Strong sales performance

Driven by a global team

Refocus Distribution priorities moving forward

Developing our product set

Recent hires provide opportunities

Product Strategy Group

Fee pricing in a competitive landscape

Delivering client outcomes at the right price

Fee pricing in a competitive landscape

Institutional strategy

Further opportunities: Investment Trusts

Brand and marketing

Targeted marketing covering a global audience: H2 2019

Distribution strategy

Phil Wagstaff

Q&A

Q&A

Q&A

Q&A

Q&A

Q&A

Q&A

Q&A

OPERATING ENVIRONMENT

OPERATING ENVIRONMENT

Paula Moore

Summary of current operating platform

Our beliefs

Substantial investment in our platform

Benefits of this substantial investment in our platform

Current operating platform aligned with strategic priorities

Next phase of evolution

Focus on platform optimisation

Process efficiency and simplification

Data –as an asset

Paula Moore

CAPITAL MANAGEMENT

Wayne Mepham

Why Jupiter?

AUM nearly doubled since 2010

Revenue margin progression

Revenue margin progression

Financial guidance

Capital strength

Capital allocation

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Capital allocation framework

Wayne Mepham

CLOSING

Future strategic direction

Future strategic direction

Delivering growth through investment excellence

Jupiter

Q&A

Q&A

Q&A

Q&A

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