Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC...
Transcript of Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC...
![Page 1: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/1.jpg)
Financial & Professional Services Teach-In5th February 2020
![Page 2: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/2.jpg)
The Company, its Directors, employees, agents and advisers accept and assume no liability to any person in respect of this Presentation save as would arise under English law. Statements contained in this Presentation are based on the knowledge and information available to the Group’s Directors at the date it was prepared and therefore facts stated and views expressed may change after that date. This document and any materials distributed in connection with it may include forward-looking statements, beliefs, opinions or statements concerning risks and uncertainties, including statements with respect to the Group’s business, financial condition and results of operations. Those statements and statements which contain the words “anticipate”, “believe”, “intend”, “estimate”, “expect” and words of similar meaning, reflect the Group's Directors’ beliefs and expectations and involve risk and uncertainty because they relate to events and depend on circumstances that will occur in the future and which may cause results and developments to differ materially from those expressed or implied by those statements and forecasts. No representation is made that any of those statements or forecasts will come to pass or that any forecast results will be achieved. You are cautioned not to place any reliance on such statements or forecasts. Those forward-looking and other statements speak only as at the date of this Presentation. The Group undertakes no obligation to release any update of, or revisions to, any forward-looking statements, opinions (which are subject to change without notice) or any other information or statement contained in this Presentation. Furthermore, past performance of the Group cannot be relied on as a guide to future performance. No statement in this document is intended as a profit forecast or a profit estimate and no statement in this document should be interpreted to mean that earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the historical published earnings per Euromoney Institutional Investor PLC share. Nothing in this document is intended to constitute an invitation or inducement to engage in investment activity. This document does not constitute or form part of any offer for sale or subscription of, or any solicitation of any offer to purchase or subscribe for, any securities nor shall it or any part of it nor the fact of its distribution form the basis of, or be relied on in connection with, any contract, commitment or investment decision in relation thereto. This document does not constitute a recommendation regarding any securities.
Disclaimer
2
![Page 3: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/3.jpg)
3
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 4: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/4.jpg)
We are a global B2B information
services business
We provide price discovery, essential
market intelligence and events
4
![Page 5: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/5.jpg)
5
Continued transition towards a 3.0 business
- +B2B Information 1.0
Monologue
Advertising-centric
Product-centric
B2B Information 2.0 B2B Information 3.0
Digital
Dialogue
Subscriptions
Customer-centric
Embedded in workflow
Part of the industry structure
Licensing revenues based on customer outcomes
Solution-centric
![Page 6: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/6.jpg)
Quadrants
The quadrants guide investment decisions, capital allocation and also define strategic priorities
6
3 Prepare for the upturn Protect and enhance competitive position Invest in acquisitions when cycle turns Opportunistic revenue initiatives Tighten cost control Fix any operational deficit
B2B Information 1.0
STRONG MARKET TAILWINDS
CYCLE
STRU
CTU
RE
- +
+
-
4 Invest New product development Invest in sales and marketing Acquisition Fix any operational deficit Accelerate transition to 3.0
1 Disinvest Maximise short-term profit and cash Divest Prevent future build-up
2 Use the time wisely Modest investment to move to top-right quadrant Maximise short-term profit and cash Fix any operational deficit Consider divestment
B2B Information 3.0
![Page 7: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/7.jpg)
Transform the operating model
Product development and creating our future operating model
Disruption
Semi-opaque market
Inefficiency
Barriers to entry
Challenged business models
Invest around big themes
Actions depend on market characteristics
Pillars
3.0 Business model
Must have, not nice to have
Create once, sell many
Best of both worlds
Acquisition
Disposal
7
Actively manage the portfolio
Recycling capital
![Page 8: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/8.jpg)
Under Strategic Review
Financial & Professional Services
New segmental structure from 1 October 2019
8
Euromoney Institutional Investor PLC
Fastmarkets
Asset Management Pricing
Investment Research
Institutional Investor
Data & Market Intelligence
TelecomsCentral functions
Corporate Development
Finance
HR
IT
Legal, Risk and Programmes
NEXTGEN
IMN & DERIVATIVES
PEOPLE INTELLIGENCE
![Page 9: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/9.jpg)
1) FY19 revenue including pro forma financials for BoardEx, The Deal and Wealth-X
FPS is majority of Data & Market Intelligence segment
9
Data & Market Intelligence1
£185mFinancial & Professional
Services£156m
Next Gen61%
IMN & Derivatives
26%
People Intelligence
14%
Telecoms
Financial & Professional
Services
![Page 10: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/10.jpg)
10
The journey to the FPS Division
2019-Scale and relevance
2015-2019 Sharing capabilities
Pre 2015 Businesses
in Silos
Specialist Information
Banking & Finance
NextGen IMN & Derivatives
People Intelligence
Financial & Professional Services
![Page 11: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/11.jpg)
11
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 12: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/12.jpg)
12
Today’s Presenters
Isaac ShowmanCEO, NextGen PillarJoined in September 2019 as CEO of NextGen. Previously Managing Director of Thomson Reuters media and information business for five years. Prior to that held several executive roles at The Economist Group across information, events, marketing and learning. Advisor to the publishing and technology start-up, Medium.
NextGen
Jeff DavisCEO, Financial & Professional ServicesJoined Feb 2019 with BoardEx and The Deal acquisition with over 25 years in institutional markets. Previously Managing Director of Barclays where he was most recently GlobalHead of IB Client Strategy; and Head of Capital Markets, Wealth & Asset Management.
FPS Division IMN & Derivatives
James LavellCEO, IMN & Derivatives PillarJoined in 2016 as Divisional COO at Institutional Investor. Became the CEO of IMN and Derivatives from December 2019. Prior to that, he ran transformation teams at British Telecom, Equifax, and AC Nielsen.
![Page 13: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/13.jpg)
13
FPS: Built for growth and scale
Chief Financial Officer Tom Woodward
Chief Technology OfficerEric Johnston
Chief HR Officer Trudy Julyan
Chief Revenue OfficerNew Role
Strategy & ExecutionMark Taylor
Chief Executive Officer I Financial and Professional ServicesJeff Davis
NextGen Isaac Showman
IMN & Derivatives James Lavell
People IntelligenceCameron Ireland Richard Green
![Page 14: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/14.jpg)
Subscriptions
14
Proforma numbers include BoardEx, Wealth-X and The Deal
FPS: FY19 Financials by revenue stream
Events Advertising/Other
45% 42% 13%
+8% Revenue CAGR FY17-FY19
93% Net revenue renewal rate
+7% Book of business growth in FY19
+2% Revenue CAGR FY17-FY19
300+ Events run in FY19(28 new)
29% Deal-Making events
-4% Revenue CAGR FY17-FY19
£9m Rankings & Thought Leadership revenues growing at 5%
£3m Total Digital Advertising revenues
![Page 15: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/15.jpg)
APAC
£15m revenues
North America
£65m revenues
£4m revenues
Latin America EMEA
£74m revenues
15
FY19 pro forma revenue £156m. Totals may not sum due to rounding.
FPS: A globally diverse client base
![Page 16: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/16.jpg)
Workflow Solutions
Market Intelligence
Business Development
Services
16
FPS: What we do and the primary markets we serve
CustomerGroups
Financial ServicesBanking | Insurance | Investment | Wealth Management
Professional ServicesLegal | Talent Management | Management Consulting
![Page 17: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/17.jpg)
17
FPS: A third of our division is 3.0
1.0 (8%)
Business Development
Market Intelligence
Workflow Solutions
Deal-Making Events
Derivatives Data
Print & Digital Advertising
Learning
Sponsored Events
People Data
Insight & Analysis
Rankings & Awards
2.0 (60%)
3.0 (32%)
Thought Leadership
People Data
![Page 18: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/18.jpg)
Workflow Solutions Market Intelligence Business Development
18
(Top 11 brands = 83% of FY19 pro forma revenue)
FPS: The main brands through which we operate
NextGen
People Intelligence
IMN & Derivatives
![Page 19: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/19.jpg)
19
FPS: Managing scale and relevance
Domain expertiseBrandCritical market information
Event operations
Offshoring
Technology
Relevance
Marketing
Product management
Corporate functions
FPS Division
PLC
![Page 20: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/20.jpg)
20
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 21: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/21.jpg)
604 employees globally
21
NextGen Pillar at a glance
Workflow SolutionsMarkets
71%Recurring Revenue
£97.2mRevenue
6
Business Development
MarketIntelligence
49HK
116NYC
369London
23Chennai
31Sofia
16Other
![Page 22: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/22.jpg)
22
Primary brands across FPS segments
Financial services
Capital Markets
12%
Transactions
10%
Banking
29%
Asset Financing
17%
Insurance
14%
Professional services
Percentage of revenue by industry. Only parent brands represented
Legal
18%
![Page 23: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/23.jpg)
23
Today’s case studies
Service Market Brand Product
WorkflowSolutions
Deal Making Events Capital Markets Global Borrowers & Bond Investors Forum
Learning Banking Euromoney Learning
Market Intelligence
Insight Insurance insuranceinsider.com
Analytics Asset Financing The Airline Analyst
Business Development
Rankings Legal IFLR 1000
![Page 24: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/24.jpg)
24
Global Borrowers & Bond Investors ForumCapital MarketsWorkflow solutions Deal Making Events
What is it? Primary deal-making
event for the debt capital markets ecosystem
What do we deliver? Annual convention of
investor and issuer community with over 13.5 trillion dollars of AUM represented
Facilitate >1,000 transactional meetings and networking in under two days
![Page 25: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/25.jpg)
25
Global Borrowers & Bond Investors Forum
786 attendees
49countries
represented
35%issuers
Over$13.5
trillion in AUM
Over 80 speakers
12% investors
Over1,000
Meetings
Why is it valuable? Time and cost efficient for
banks and clients to meet in one place
Scale drives transparency for highly regulated public-sector issuers
Impartial platform for deal-making and discussion on industry issues
Lessons for other NextGen Brands Domain credibility
facilitates transactional credibility
Opportunity to be “market-makers” in other domains by reacting quickly to industry trends
Banks38%
Issuers35%
Investors 12%
Media 9%Gov2%
Other 4%
Delegate profileDelegate profile
![Page 26: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/26.jpg)
What is it? Provider of business-
critical training for leading international financial institutions
What do we deliver? Practical training
programs that combine industry insight with learning expertise
Sophisticated set of services that blend classroom tuition with innovative online learning platform
26
Euromoney LearningBankingWorkflow solutions Learning
Selected customers
![Page 27: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/27.jpg)
insuranceinsider.comInsuranceMarket Intelligence Insight
What is it?Leading provider of market intelligence to global specialty, insurance, reinsurance and US P&C community
What do we deliver? Scoops and fast, actionable
reporting of customer, counterparty and regulatory issues for the re-insurance sector
Specialist analysis on company risk
27
![Page 28: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/28.jpg)
28
insuranceinsider.com
$0
$2
$4
$6
$8
$10
$12
$14
Apr-1
8
May
-18
Jun-
18
Jul-1
8
Jul-1
8
Aug-
18
Sep-
18
Oct
-18
Nov
-18
Dec
-18
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%
Q1-
12Q
2-12
Q3-
12Q
4-12
Q1-
13Q
2-13
Q3-
13Q
4-13
Q1-
14Q
2-14
Q3-
14Q
4-14
Q1-
15Q
2-15
Q3-
15Q
4-15
Q1-
16Q
2-16
Q3-
16Q
4-16
Q1-
17Q
2-17
Q3-
17Q
4-17
Q1-
18Q
2-18
Q3-
18Q
4-18
Q1-
19Q
2-19
Q3-
19
Small accountsMedium accountsLarge accounts
Why is it valuable? Counterparty intelligence
informs client’s risk assessments
Customer intelligence helps clients find new customers
Regulatory and market intelligence informs client’s strategy
Lessons for other NextGen Brands Importance of sub-
industries in market relevance
Actionable intelligence facilitates subscription business model
![Page 29: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/29.jpg)
The Airline AnalystAsset FinancingMarket Intelligence Analytics
What is it? Leading online tool for
evaluating the financial profile of the world’s airlines
What do we deliver? Up-to-date and accurate
financial and operational information of all airlines
Downloadable data and analysis that can be imported into client’s models and for investment research
200+ airlines covered
2.5 xgreater coverage than competitors
29
![Page 30: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/30.jpg)
The Airline Analyst
Why is it valuable? Quality, granular information
across wide set of companies Data integrity facilitates
capital markets origination and investor risk-rating
Both cost and time prohibitive for customers to gather this data on their own
Lessons for other NextGen Brands Importance of data
granularity and becoming part of our customers’work-flow
Editorial brands add credibility to reported data
Value of data transparency
Selected customers
30
![Page 31: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/31.jpg)
IFLR 1000LegalBusiness Development Rankings
What is it? Market-leading
rankings service for legal industry
What do we do? 2,000+ ranking tables for
financial law firms organized by geography, practice area, and industry capabilities
27 international awards with sophisticated accreditation programs that allows firms to market their performance
31
![Page 32: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/32.jpg)
IFLR 1000
Why is it valuable? Third-party validation of
law firm’s capabilities for use in RFPs, pitches, etc.
Informs industry benchmarking for partner and practice performance
Critical reference tool for corporate legal teams and referral law firms when selecting external counsel
Lessons for other NextGen Brands Research capabilities
are not domain specific Commercial agility
enhanced by customer proximity
Value of an awards franchise
32
![Page 33: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/33.jpg)
Wor
kflo
w
Solu
tions Deal-Making Events •
Learning
Mar
ket
Inte
llige
nce
Market Intelligence • • •Market Data
Busi
ness
De
velo
pmen
t Lead Generation • •Sponsored Events • • • •Thought Leadership •Advertising • • • •
Today’s case studies in context
33
Product shown todayExisting products over £1m revenue•
![Page 34: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/34.jpg)
34
Product mix
Service revenue share Product revenue share
12%
2%
20%
14%
3%
36%
10%
Sponsored Events
Lead Generation
Advertising
Thought Leadership
LearningDeal-Making Events
Market Intelligence
Market Data
13%
39%
48%
Workflow solutions
Market intelligence
Business development
3%
![Page 35: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/35.jpg)
How we drive performance
35
NextGen
Relevance
Scale
Execution
![Page 36: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/36.jpg)
36
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 37: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/37.jpg)
37
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 38: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/38.jpg)
Deal-making events
Embedded information services
Industry Research
News, insight and analysis
38
The pillar at a glance
9%RevenueCAGRFY17-19
Brands
31%Subs Revenue
£39.5mRevenue
4
30ROW
44NYC
34London
Employees
![Page 39: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/39.jpg)
39
Our revenue is predominantly deal-making events and subscriptions
Data subscriptions & deal-making events have driven our growth
Industry events and awards provide high margins and ongoing access to participants
78 Industry events
1436 Subscriptions
1962 Sponsors
18% 18% 17%
28% 31%
51% 50% 50%
3%
Subs
FY172%
Deal-making Events
2%FY18 FY19
Events & awards
30%
Other
100%
Revenue percentageby product type
Revenue percentageby market sector
19%
43%
38%
100%
FY19
Real Estate
Structured Finance& Products
Trading
39.5m
![Page 40: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/40.jpg)
40
IMN – best-in-class events facilitating transactional deal-flow
An event platform that provides best-in-class convening and deal-making opportunities for the financial services industry
Structured Finance 24 annual securitization events The two largest events are ABS East and
Global ABS
ClientsBanks and financial intermediaries | Professional services firms | Service providers | Start-ups
Real Estate Investing 42 annual real estate events Significant sectors include Single/multi
family rental and Private Equity Real Estate
ClientsTier 1 banks | Professional services firms Credit rating agencies | Service providers
![Page 41: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/41.jpg)
41
IMN – best-in-class events facilitating transactional deal-flow
Structured Finance deals with global participants, whereas Real Estate Investing is more fragmented and domestically focused
0%
50%
20%
60%
10%
30%
70%
40%
80%90%
100%
StructuredFinance
RealEstate
Total Revenue
Top 20Clients
All other Clients
Top 20Clients
Structured Finance
All otherClients
Real Estate
51% of revenue comes from the top three events in both sectors
Structured Finance 677 sponsors
Real Estate Investing 1285 sponsors
![Page 42: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/42.jpg)
42
Euromoney TRADEDATA – high quality reference data
Enable efficient trade processing
Deliver historical data
Provide regulatory support
Assist risk reporting
International Listed Derivatives – Futures & Options and OTC Cleared Contracts
Tier 1 banks, ISVs, Regulators, Exchanges:- Front, Middle and Back
office
Industry Coverage
A strategically important reference data source to the international futures and options community
Revenue is 86% sell-side clients
80% Tier 1Banks
![Page 43: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/43.jpg)
43
Euromoney TRADEDATA – high quality reference data
27%
23%
17%
17%
8%7%Compliance
BusinessDevelopment
% of overall users
OtherTransaction
Operations
SupportFunctions
100%
User categories
A common language that unifies the identification of financial instruments between trading participants
Euromoney TRADEDATA
One symbology
Trades
Trades
Trades
Front office
Mid Office
Back office
![Page 44: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/44.jpg)
44
Each business provides opportunity to accelerate growth
Building new capability Align our technology development and
delivery channels
Develop our existing products into new sectors and asset classes
Developing current assets Leverage the best in class elements from
each business across the pillar
Utilize our global teams to expand our brands and products into newmarkets
![Page 45: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/45.jpg)
45
Three key takeaways for the IMN & Derivatives Pillar
Goodbusinesses Well positioned Ability to accelerate
growth
![Page 46: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/46.jpg)
46
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 47: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/47.jpg)
Services
Data on individuals sourced from semi-opaque markets
47
People Intelligence
What is it?
Workflow Solutions
ClientsBanking Wealth
ManagementExecutive
Search Legal Management Consulting
Financial Services Professional Services
Business Development
![Page 48: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/48.jpg)
48
Proprietary algorithms, data depth and accuracy create competitive advantage■ Proprietary algorithms rank
relationships to highlight the most actionable connections
■ Quality Sources: press releases, announcements, public filings, IR websites, etc.
■ Unparalleled Accuracy: 300+ in-house researchers based in Chennai, India
■ Technology-enabled change detection applications
■ Profiles continuously updated: 1.4m updates in last 12 months
BoardEx: Leader in Relationship Management
146Countries
$280mAddressable market
1,750
1.9mOrganisation Profiles
1.3m
20+ yearsof Historical Data
Director and Senior Management Profiles
PE Firms
![Page 49: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/49.jpg)
49
We help our clients understand and engage their target audience, make informed decisions and minimize risk
Wealth-X: A market leading brand and a strategic 3.0 acquisition
125 Countries
$150mAddressable market
230kUpdates per week
1.8m
65Research team
Records of wealthy individuals
■ Wealth-X Global Database: world’s most extensive collection of curated research and intelligence on wealthy individuals
■ Wealth and investable assets model: produces estimates for total private wealth, investable assets and the wealthy population around the world
■ Quality Sources: 100% open source data with at least two publicly verified sources
![Page 50: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/50.jpg)
13.0
14.0
15.0
16.0
17.0
18.0
19.0
20.0
21.0
22.0
23.0
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
£ M
illio
ns
FY17 FY18 FY19
50
Net Revenue Renewal Rate = Proportion of prior year revenue in current year, after cancelations and net upsell/ downsell
People Intelligence: FY17-FY19 Subscription BoB & Key Stats
£19.5m, +13%
£21.9m, +13%
£14.6m
£17.5m £17.2m, +18%
£19.3m, +13%
Revenue CAGR FY17-19+15%
Target Addressable Market
$430m
Clients870
Net Revenue Renewal Rate94%
![Page 51: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/51.jpg)
Z 500 clients
Acquired Feb 2019
Acquired Nov 2019
Worlds largest database on wealthy Individuals
Gold standard database of director & senior
management profiles
370 clients
51
People Intelligence: Opportunity to accelerate growth
Cross-sell opportunity95%
database crossover 45%
Growth Opportunities
![Page 52: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/52.jpg)
52
FPS Key Takeaways
![Page 53: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/53.jpg)
53
Financial & Professional Services portfolio belongs together
Brands deliver domain
expertise andrelevance
Leverage efficiency and
scale across FPS
92% of our revenue is
2.0 or better
Technology and product
management drives innovation
Platform for expansion
✔ ✔ ✔ ✔ ✔ ✔
Delivering must have solutions embedded in
clients workflow
![Page 54: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/54.jpg)
54
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 55: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/55.jpg)
55
Q&A
![Page 56: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/56.jpg)
56
Agenda
3.00pm Introduction and Strategy Recap | Andrew Rashbass, Chief Executive Officer
3.15pm Financial & Professional Services Strategy | Jeff Davis, CEO, Financial & Professional Services
3.30pm NextGen Pillar| Isaac Showman, CEO, NextGen
4.00pm Break
4.10pm IMN & Derivatives Pillar| James Lavell, CEO, IMN & Derivatives
4.30pm People Intelligence Pillar & Key Takeaways | Jeff Davis, CEO, Financial & Professional Services
4.45pm Combined Q&A
5.00pm Reception with Wealth-X and BoardEx Demos
![Page 57: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/57.jpg)
Information Management NetworkHosting over 60 global events annually, IMN conferences are the catalyst for information exchange and deal transacting, by providing a platform that informs, engages and delivers a competitive edge
EuromoneyPreeminent source of actionable information for wholesale finance, with an authoritative overview of banking, investment, forex & treasury and regional markets
Global CapitalCoverage of international capital markets, providing investor community with analysis and market intelligence of multiple key market sectors. Also hosts important deal-making events and awards
BoardExIs the most comprehensive, highly accurate, continuously growing business leadership database. In-depth profiles and relationship mapping tools allow our clients to enhance business development efforts and improve executive talent identificationInsurance InsiderMarket leader in intelligence, sponsored events and advertising for the global wholesale, specialty, insurance, reinsurance and US P&C communities
The DealFinancial transaction information service for professionals, focusing on M&A, private equity, venture capital, corporate activism and restructuring
Wealth-XProvides uniquely detailed and reliable wealth intelligence, enabling clients to uncover, understand and better engage with the world’s wealthiest individuals
IJ GlobalLeading online database of infrastructure and project finance transactions and assets, with information on procurement, financing, policy, pricing, and key participants
AirFinance JournalMarket Intelligence and deal-making events for aviation finance professionals. Focused on aircraft and airline markets, including deals, financing, fleets, trends, financial and operational data
Structured Retail ProductsA provider of highly-detailed information on all structured products sold in over 54 countries, with 22 million product database which allows easy analysis of the market
TRADEDATAA strategically important reference data vendor to the global futures and options industry, supplying data solutions and workflow tools as part of the trade lifecycle
International Financial Law ReviewMarket leading news and analysis geared towards lawyers specialising in finance, and working in financial institutions, corporates and in private practice
57
Appendix: FPS Brands
![Page 58: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/58.jpg)
Managing Intellectual PropertyTracks developments in IP worldwide with news and analysis of cases, legislation, trends and strategies, as well as surveys, webinars and global events
International Tax ReviewActionable analysis of global tax policy, tax advice and trends, aimed at corporate tax departments. Also holding international tax conferences and the world tax guide
Total DerivativesA provider of real-time news and analysis of the major interest rate derivatives markets for sell-side and buy-side participants
ReactionsNews, events and advertising for business development teams active in the global insurance and re-insurance markets
BenchmarkCoverage of litigation and disputes market, leading litigation and attorneys worldwide
Global InvestorComprehensive news, analysis and data service encompassing asset management, securities finance, custody, fund services and derivatives markets
Power Finance & RiskFocused on financing and M&A in the N-American and S-American power industries. Providing news, analysis and proprietary databases on generation sales
The Airline AnalystPowerful online data and analysis service covering 200+ airlines globally, including detailed financial and operational data
Trading RiskMarket intelligence and events for participants in the insurance-linked strategies market
AsialawComprehensive research, analysis and rankings covering the leading regional and domestic law firms in the Asia-Pacific region across 28 sectors and practice areas
Expert GuidesIntelligence service aimed at corporate counsel, identifying leading law firms and advisors across 12 legal practice areas in over 90 jurisdictions worldwide
Reinsurance SecurityResearch company providing independent and confidential opinions on reinsurers' financial strength, suitability and longevity
58
Appendix: FPS Brands continued
![Page 59: Financial & Professional Services TeachIn- · earnings per Euromoney Institutional Investor PLC share for the current or future financial years would necessarily match or exceed the](https://reader036.fdocuments.in/reader036/viewer/2022063016/5fd559fa77f77e4e6a6a762c/html5/thumbnails/59.jpg)
Life SciencesSurvey and ranking service focused on law firms and lawyers specialised in the life sciences industry in North Americas
Trade FinanceService focused on export, agency, and structured trade finance across a range of sectors, providing news and analysis, as well as a database of big-ticket deals
Fleet TrackerCritical service for monitoring aircraft fleets and analysing aviation trends, featuring archival data on aircraft history, transactions, deliveries and new orders
Inside FACService the global facultative markets analysing developments in speciality risk and reinsurance, appealing to brokers, underwrites and service providers
59
Appendix: FPS Brands continued