Investor Presentaiton
OTHER ACHIEVEMENTS
PEOPLE
•
HR initiatives enabled increased engagement
despite lockdowns
Successful Board changes and renewal
Transitioned new leadership into CTS
Sourced superannuation professionals to manage
growth
•
MARKETING
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Transitioned marketing events online
Major improvement in search engine optimisation
and digital marketing
Increased communications program to connect with
clients
TECHNOLOGY
•
•
Deployed new risk and compliance platform -
CAMMS
Deployed new third party service provider oversight
platform Ziedler
-
Continued Salesforce evolution
Continued investment in cyber resilience
ASSET MANAGEMENT
•
•
Building an outstanding investment record, adding
material alpha to client portfolios
Major consolidation of 24 to 13 funds and
investment in improved operating model
Launch of New EQT Eight Bays Global Equity Fund
STA
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