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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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