Analyst Presentation - Proposed Acquisition of Merian

This is the archive webcast of the presentation at 09:30am on Monday, 17 February 2020

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Proposed Acquisition of MerianProposed Acquisition of Merian
Trading update for JupiterTrading update for Jupiter
Acquisition OverviewAcquisition Overview
Proposed acquisition of Merian Global InvestorsProposed acquisition of Merian Global Investors
Key transaction termsKey transaction terms
Merian: high-conviction active asset managerMerian: high-conviction active asset manager
Acquistion RationaleAcquistion Rationale
Compelling strategic benefits and client outcomesCompelling strategic benefits and client outcomes
Significant and attractive financial benefits for shareholdersSignificant and attractive financial benefits for shareholders
Enhances Jupiter’s position as one of the UK's leading independent and high-conviction active asset managersEnhances Jupiter’s position as one of the UK's leading independent and high-conviction active asset managers
Proven track record of delivering attractive returns for clients across both firmsProven track record of delivering attractive returns for clients across both firms
Acquisition delivers greater resilience for Jupiter with no fundamental change to culture or investment identityAcquisition delivers greater resilience for Jupiter with no fundamental change to culture or investment identity
Reinforces Jupiter's core UK franchise, broadening its equity capabilities and retail distribution presenceReinforces Jupiter's core UK franchise, broadening its equity capabilities and retail distribution presence
Strengthens and diversifies Jupiter's client base with distinct client sets in international marketsStrengthens and diversifies Jupiter's client base with distinct client sets in international markets
Extends Jupiters capabilities into product gaps with attractive growth potentialExtends Jupiters capabilities into product gaps with attractive growth potential
Delivers improvement in diversification at the fund levelDelivers improvement in diversification at the fund level
Strategic priorities set out at Capital Markets DayStrategic priorities set out at Capital Markets Day
Acquisition is consistent with Jupiter's strategic prioritiesAcquisition is consistent with Jupiter's strategic priorities
Increases Jupiter's capacity to invest in additional future growth initiativesIncreases Jupiter's capacity to invest in additional future growth initiatives
Financial ImpactFinancial Impact
Combined financial metricsCombined financial metrics
Financial benefitsFinancial benefits
Clear and well-designed integration plan to deliver cost savings whilst ensuring stability Clear and well-designed integration plan to deliver cost savings whilst ensuring stability
Retained robust capital and liquidity positionRetained robust capital and liquidity position
Transaction timetableTransaction timetable
Closing RemarksClosing Remarks
Increases Jupiter's capacity to invest in additional future growth initiativesIncreases Jupiter's capacity to invest in additional future growth initiatives
Delivering growth through investment excellenceDelivering growth through investment excellence
Delivering growth through investment excellenceDelivering growth through investment excellence
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Proposed Acquisition of Merian
Proposed Acquisition of Merian
Trading update for Jupiter
Trading update for Jupiter
Acquisition Overview
Acquisition Overview
Proposed acquisition of Merian Global Investors
Proposed acquisition of Merian Global Investors
Key transaction terms
Key transaction terms
Merian: high-conviction active asset manager
Merian: high-conviction active asset manager
Acquistion Rationale
Acquistion Rationale
Compelling strategic benefits and client outcomes
Compelling strategic benefits and client outcomes
Significant and attractive financial benefits for shareholders
Significant and attractive financial benefits for shareholders
Enhances Jupiter’s position as one of the UK's leading independent and high-conviction active asset managers
Enhances Jupiter’s position as one of the UK's leading independent and high-conviction active asset managers
Proven track record of delivering attractive returns for clients across both firms
Proven track record of delivering attractive returns for clients across both firms
Acquisition delivers greater resilience for Jupiter with no fundamental change to culture or investment identity
Acquisition delivers greater resilience for Jupiter with no fundamental change to culture or investment identity
Reinforces Jupiter's core UK franchise, broadening its equity capabilities and retail distribution presence
Reinforces Jupiter's core UK franchise, broadening its equity capabilities and retail distribution presence
Strengthens and diversifies Jupiter's client base with distinct client sets in international markets
Strengthens and diversifies Jupiter's client base with distinct client sets in international markets
Extends Jupiters capabilities into product gaps with attractive growth potential
Extends Jupiters capabilities into product gaps with attractive growth potential
Delivers improvement in diversification at the fund level
Delivers improvement in diversification at the fund level
Strategic priorities set out at Capital Markets Day
Strategic priorities set out at Capital Markets Day
Acquisition is consistent with Jupiter's strategic priorities
Acquisition is consistent with Jupiter's strategic priorities
Increases Jupiter's capacity to invest in additional future growth initiatives
Increases Jupiter's capacity to invest in additional future growth initiatives
Financial Impact
Financial Impact
Combined financial metrics
Combined financial metrics
Financial benefits
Financial benefits
Clear and well-designed integration plan to deliver cost savings whilst ensuring stability
Clear and well-designed integration plan to deliver cost savings whilst ensuring stability
Retained robust capital and liquidity position
Retained robust capital and liquidity position
Transaction timetable
Transaction timetable
Closing Remarks
Closing Remarks
Increases Jupiter's capacity to invest in additional future growth initiatives
Increases Jupiter's capacity to invest in additional future growth initiatives
Delivering growth through investment excellence
Delivering growth through investment excellence
Delivering growth through investment excellence
Delivering growth through investment excellence
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