SimCorp Investor Day Presentation Deck slide image

SimCorp Investor Day Presentation Deck

ALTERNATIVE INVESTMENTS MANAGER ONE CENTRALIZED EXPERIENCE FOR ALTERNATIVE INVESTMENTS Front-office friendly Configurable charts and pivot grids Real-time calculations Standard Data-Model for Assets Robust Back Office integration Reduced reliance on Spreadsheet Fast implementation 108 ©2018 SimCorp Dimension Dev ALTINV-P2 Home Solutions Alternative Cash and Investments Secun Manad Manager Client Manager Data Wareh Mana Al Assets Corporate Actions Search Assets My Assets OVERVIEW - FUND INVESTMENTS Asset Group (... Geography (RC) Asset group-Name Infrastructure: Infrastructure Total Private Equity Private Equity Total Real Estate Real Estate Total Grand Total Ready Search Investment Links Fund Investments Private Equity Main geography -N. Middle East & Afrika North America North America Total A South America South America Total Ment Company (Def. Europe Middle East & Afrika North America North America Total Middle East & Afrika North America Reconciliation Manager Asset Group Asset-ID 31 INFRA CPH INFRA IL DIF INFRA III COMMITMENT BY MANAGEMENT COMPANIES AMERICA INFRA II MACQUARIE GI III APAX VIII BLACKSTONE 09 CINVEN IV CONVEN VI HIG EUROPE II INDEX 3 Search Transactions Mgmt Company O Commitment Grand Total Market value 49.527.194 171.231.303 26.715.324 53.152.957 13.604.087 36.719.015 12.271.996 24.100.000 52.591.408 113.971.972 11.986.067 84.520.110 12.319.155 33.998.337 24.305.222 118.518.447 126.423.823 403.721.721 160.889.418 437.283.775 44.978.336 29.846, 147 11.394.018 10.692.320 13.526.077 11.038.840 7.855.169 7.815.688 < 8.810,130 8.250.000 7.904.000 15.011.669 3.702.412 $5.690.933 50.309.391 261.558.687 517.439.312 27.042.554 82.466.914 101.306.489 109.509.468 128.903. 128 497.491.979 1.050.064. 162 0 Unpaid commitmen 3,63 6,78 160.457.494 5,13 48.028.084 7,76 33,630.927 5.77 15.513.366 0.53 97.172.376 82.316.372 27.790.674 110.107.046 5,82 367.736.917 4,65 246.032.352 2.35 16.358.961 6.16 4.420.560 0.97 5,13 6.110.774 2.02 2.721.678 0.57 8.667.765 -0,20 705.000 0,12 8.76 1.43 3.74 1.61 1.70 1.88 5.55 1.014.128 23.639.905 286.031.218 14.894.687 53.700.490 68.595.177 722.363.312 24.08.2018 Achmea: 35,34% APAX VII: 21,55% IRR Net IRR Gross (Custom) (Custom) CINVEN VI: 14,37% N/A: 28,74% 1,80 + 1,20 0,90- 0.60 FUNDS PERFORMANCE 0.30 Overview - Alternative Investments Manager 0,00 IRR 6,25 5,13 11,22 7,76 9,13 5.77 0.63 0.53 4,73 3,63 8.18 6,78 24,56 5,13 17,93 5,82 7,31 4,65 19,77 2,35 14,86 6,16 1,45 0,97 2,57 2,02 0,92 0,57 -0,20 0,22 0.12 9,45 8,76 1,76 1,43 20,81 3,74 2,10 1,61 2,84 2,98 1,88 20,22 5,55 Investment Realised Unrealised RVPT multiple multiple multiple Private Equity 4,08 0.00 4.74 0,17 4.05 0,20 1.35 0,00 2.94 0,09 0,00 0,97 0,72 0,21 4,86 2,68 3,24 1.38 0,58 3,34 0,43 1.57 0,00 2,39 0.00 1.35 0.00 0.87 0,87 1.10 0,07 5.37 0,01 1,89 0,05 1,56 0.50 1.93 0,01 1.71 0.14 1,76 0,11 1,80 0,40 4.57 3.85 4.41 0.22 0.08 PIC 4,60 0,00 0,06 4,60 5,21 0,19 0,10 5,41 4.63 1.35 1.43 0.00 0.36 1,43 ... 2.85 3.13 0.10 0.15 3,23 5.44 4.86 5.44 0.00 0.03 TVPI 1,72 1,98 1,12 0,18 3,10 2,52 2,89 0,82 0,07 3,71 3,14 3,75 0.80 0,84 0,59 0,44 Asset group - Name (Distinct) 2,91 3.33 0,49 0.45 3,83 1,82 1,57 1,82 0,00 0,59 2.39 2,74 0,00 0.45 2,74 ... 1.35 1.54 0.00 0,65 1.54 0,00 0.00 0.00 0.02 0.00 1,04 1,05 0,07 1,11 5.36 5.58 0.01 0.73 5,59 1.84 2,09 0,02 0,53 2,11 1.06 1.13 0.51 0.45 1.65 2,13 0,02 0,46 2,14 1.57 1,73 0,15 0,47 1,88 1.65 1,82 0,12 0,47 1.94 1,41 1,52 0,41 0,31 1,93 O Paid in 20 Real Estate 14 24.08.2018 10.773.808 5.124.873 3.088.089 8.586.634 16.799.596 2.203.738 6.207.663 8.411.401 35.984.805 191.251.422 13.487.186 6.271.760 4.928.066 5.094.009 142.366 7.545.000 2.688.284 26.669.486 231.408.094 12.701.953 47.605.998 60.307.951 327.700.850 > Last update: 24.08.2018 13:36 24.08.2018 IRR Net (Applic IRR Gross (App MY ASSET PERFORMANCE ALTIN MY Last valid date: 07.06.2018 150,00 120,00 90,00 60,00 30,00- 0,00- 9 -30,00 EXPOSURE Vintage (Default) Market Value in Mio. 240,00 210,00 -IRR RC -TWR RC 180,00 150,00 120,00 90,00 60,00 30,00" 0,00" 01.01.2009 Status MARKET VALUE PER VINTAGE YEAR & REGION 2006 Geo 01.01.2011 Currency 2007 01.01.2013 Date O Geo ..... 2008 2009 2010 Vintage year (Distinct) 2012 01.01.2015 31.12.2007 24.08.2018 раницит - x 2013 wher 01.01.2017 01.01.2019 24.08.2018 Europe: 32,34% Middle East & Afrika: 24,43% North America: 38,34% South America: 4,89% 24.08.2018 Market Value ( EU MEA ΝΑ SA 2016 Alternatives Demo 8 Initial SimCorp 6.3
View entire presentation