Tradeweb Investor Presentation Deck slide image

Tradeweb Investor Presentation Deck

3. POWERFUL GROWTH THEMES Expansive and Growing Addressable Markets TRADEWEB'S GROWTH ADVANTAGE सव IN 12 GROWTH IN EXISTING MARKETS ELECTRONIFICATION OF MARKETS INCREASE MARKET SHARE GROWTH IN UNDERLYING ASSET CLASSES ENHANCE DATA AND ANALYTICS CAPABILITIES ENTER NEW MARKETS AND OTHER DRIVERS OF LONG-TERM GROWTH NEW ASSET CLASSES NEW REGIONS AND CLIENTS STRATEGIC ACQUISITIONS AND PARTNERSHIPS Ⓒ2022 Tradeweb Markets LLC. All rights reserved. EXPANSIVE ADDRESSABLE MARKETS (ADV)¹ Total Market CAGRs²: Rates +7% Credit +5% Equities +11% Money Markets +10% Overall +8% $3.9T 2015 $4.2T $4.8T TW CAGRs²: Rates +21% Credit +30% Equities +20% Money Markets +27% Overall +23% $5.5T 2016 2017 2018 $6.3T $6.0T $6.3T .... Tradeweb TAM:~$8.2T TW% of TAM: 14% 2019 2020 2021 3M22 RATES TAM: $4.0T TW: $744B TW% of TAM: 19% CREDIT TAM: $215B TW: $32B TW% of TAM: 15% EQUITIES (ETFs)³ TAM: $250B TW: $13B TW% of TAM: 5% MONEY MARKETS TAM: $3.7T TW: $354B TW % of TAM: 10% Notes: 1. Total ADV by asset class is based on public industry sources and Tradeweb internal estimates and for the purposes of this slide, total ADVS and Tradeweb ADVs omit volumes in products where the total market ADV cannot be sourced reliably: APAC excluding Japan government bonds in rates, Chinese bonds in credit, equity derivatives in equities, and commercial paper, agency discount notes and certificates of deposits in money markets. Total market size for all products included in each asset class based on ADV through 3M22 except for EUGV and EM Debt, which are through FY2021. Public sources by asset class: rates (SIFMA, TRACE, CLARUS, AFME, JSDA); credit (TRACE, TRAX, CLARUS, SIFMA, CFETS, EMTA); equities (CBOE, Flowtraders); money markets (N.Y. Fed). 2. CAGRS based on growth between 2015 and 2021. 3. Total ADV for equities is based on ETF volumes only.
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