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ANZ Investor Day Auckland, New Zealand AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Thursday, 4 June 2015
Institutional Presentation David Green MANAGING DIRECTOR, INSTITUTIONAL NZ
Overview – strategic priorities & the team
David Green Managing Director Institutional New Zealand
Paul Goodwin Head of Institutional Relationships
David Curran Head of Business Management
Pat Brockie Head of Global Loans
Andrew Allan Head of Global Markets
Larissa Beeson Head of Transaction Banking
Cameron Bagrie Chief Economist
Leverage competitive advantage to seamlessly connect customers and products across ANZ’s global and domestic franchises Priorities
• Leverage Scale of Domestic Franchise
• Leverage IIB Global network
• Market leading customer proposition
2
163 180
1H14 1H15
63% 37%
Institutional CustomersDomestic Franchise Customers
Institutional NZ – a diverse business
3
42% 58%
NII OOI
Revenue Composition Customer Revenue
54% 30%
16%
Global MarketsGlobal LoansTransaction Banking
Global Markets Revenue NPAT
NZ$m
100
102
1H14 1H15
55 52
1H14 1H15
165 167
1H14 1H15
Transaction Banking Revenue
Global Loans Revenue
NZ$m NZ$m NZ$m
Market leader in New Zealand & aligned with New Zealand and IIB Divisions
Leverage scale of domestic franchise
Leverage IIB global network
Market leading customer
proposition
Connecting More Customers by
Providing Seamless Value
Grow Trade & FX in C&A
Grow priority corridors for NZ
Target cross border flows for FI’s
Delivering Leading Products through Insights
Cross-sell anz@work & KiwiSaver
Invest in new product capability
Develop capital solutions
Intensifying Balance Sheet
Discipline
Grow high ROE Transaction Banking
Fill gaps across corridors
Focus on multi- product offering
Scaling & Optimising
infrastructure
Grow FX payment capability
Leverage IIB product & platforms
Transactive Global as market leader
Institutional NZ Priorities
IIB
Pri
ori
tie
s
4
39% 45% 44% 33% 43%
1.9 2.8
3.4 3.7
5.4
2010 2011 2012 2013 2014ANZ Share Other
A broad based market leadership position
1. Peter Lee Associates Large Corporate & Institutional Relationship Banking Survey, New Zealand 2015 (RSI indicates ANZ’s score out of 1000 represented as a percentage). 2. Peter Lee Associates Large Corporate & Institutional Transaction Banking Survey, New Zealand 2015 3. Peter Lee Associates Foreign Exchange and Interest Rates Surveys, New Zealand – Corporates 2014 4. Bloomberg League Tables – NZ Domestic Bonds (Excluding self-led) 5. Thomson Reuters - NZ Syndicated Loans Mandated Lead Arranger
#1 in key measures for all four Peter Lee surveys across Relationship and Products1,2,3
Leading distribution capability supports customer funding proposition
#1 Mandated Arranger for Syndications for eight years in a row (US$b facilities)5
#1 Domestic capital markets league table since 2006 (NZ$b issuance)4
0%
25%
50%
75%
RelationshipStrengthIndex¹
RelationshipLead Bank¹
TrustedAdviser¹
Most CreativeIdeas &
Solutions¹
Knowscustomer
industry best¹TB DomesticLead Bank²
TB OffshoreLead Bank²
Lead TradeBank²
Lead FXDealer³
Lead IRDDealer³
ANZ Peer 1 Peer 2 Peer 3
5
26% 33% 30% 39% 26%
8.4
14.3 11.5 12.3
19.3
2010 2011 2012 2013 2014ANZ Share Other
05,00010,00015,00020,00025,00030,00035,000
0
1
2
3
4
5
Dec 12 Jun 13 Dec 13 Jun 14 Dec 14FUM Customer # (RHS)
Leveraging scale of the domestic franchise
6
13 15 15
12 12 16
25 27 31
1H13 1H14 1H15Trade FX
11% CAGR
ANZ Retail & Wealth leveraging Institutional customers
Customers utilising Institutional’s online international payment capabilities
0100200300400500600
Oct-09 Oct-10 Oct-11 Oct-12 Oct-13 Oct-14Branch/Phone Internet Banking
IMT
s1
International Payment Growth Trend
ANZ@Work and KiwiSaver Customers Customer #’s NZ$b
40% CAGR
12% 13% 14%
9% 10% 10% 5% 6% 7% 2%
1% 2% 1%
1% 1%
0
20
40
60
80
100
1H13 1H14 1H15
OtherRatesTradePCMFX
37% 32% 35%
Domestic Franchise Penetration % of Institutional NZ customer Revenue from
non Institutional customers
NZ$m
Commercial & Agri’s take up of Trade & FX products
NZ$m Index Oct 09 = 100
1. International Money Transfers
Well positioned to capture the “Super Regional” activity
7
Source: Statistics New Zealand: Merchandise Trade 12 months to March 2015; FDI & ODI 12 months to March 2014
Greater China
Australia
ASEAN
Japan
Pacific Islands
Imports $6bn FDI $56bn
Exports $8bn ODI $12bn
Imports $10bn FDI $4bn
Exports $10bn ODI $1bn
Imports $8bn FDI $4bn
Exports $5bn ODI $1bn
Imports $3bn FDI $ 4bn
Exports $3bn ODI Not disclosed
Imports $0.1bn FDI Not disclosed
Exports $1bn ODI Not disclosed
• Transactive Trans -Tasman (Australia & NZ customers)
• Winning new customers • Growing existing customers • Leveraging a core Australasian platform
• Transactive Global – a step change • Single sign on • Multiple channels • Ability to tailor the experience
Transactive Trans-Tasman A$b
-
20,000
40,000
60,000
80,000
100,000
120,000
-
400
800
1,200
1,600
2,000
FY12 FY13 FY14 FY15x¹Value Transaction Volume (RHS)
‘000’s
Trade and investments flows across NZ’s key corridors Supporting customers through platforms
1. 1H15 annualised
Leveraging IIB Global network
8
50
56 60
0
10
20
30
40
50
60
70
1H13 1H14 1H15
Inwards Outwards
Cross border payments now make up 25% of Institutional’s total customer revenue
10% CAGR
UK 35%
China 61%
Hong Kong 42%
USA 43%
India 64%
Germany 31%
Source: ANZ, SWIFT Watch data
ANZ leads NZD Clearing with 41% market share
Supporting customers through clearing
NZ$m
>75% of Global Markets revenue is Customer Facing
47% 48% 44%
19% 20% 26%
34% 32% 30%
-
20
40
60
80
100
1H13 1H14 1H15
Institutional Comm Agri Rest of Bank
9
Global Markets strength – Leveraging Domestic Scale and IIB Global network
NZ$ m
1. Peter Lee Associates Foreign Exchange and Interest Rates Surveys, New Zealand – Corporates 2014
3
Diversification of customer sales revenue across segments
Market share1
LEAD FX DEALER LEAD IRD DEALER
>75% customer facing
NZ$ m
49
28
19
8
50
34
16
7
ANZ Peer 1 Peer 2 Peer 3
36% 47%
48%
64% 53%
52%
0
50
100
150
200
1H13 1H14 1H15Trading & Balance Sheet Sales
44
34
21
4
52
29 23
6
ANZ Peer 1 Peer 2 Peer 3% o
f al
l rel
atio
nshi
ps
2013 2014
10
Seamlessly connect customers across ANZ’s global & domestic networks with market leading solutions, insights and products
Summary
Clear strategy • Leverage Scale of Domestic Franchise • Leverage IIB Global network • Market leading customer proposition
Executing to strategy • Diversified revenue base, delivering growth • Leading broad based market position, connecting customers in New Zealand with
in key markets in Asia • Supported by strength of relationships, products, network and mind-set
Growth options • New Zealand strength and international capability provides opportunity to continue
to capture domestic and international growth • Backed by global business that is delivering enhanced product and channel
capability
11
12
The material in this presentation is general background information about the Bank’s activities current at the date of the presentation. It is information given in summary form and does not purport to be complete. It is not intended to be relied upon as advice to investors or potential
investors and does not take into account the investment objectives, financial situation or needs of any particular investor. These should be considered, with or without professional advice when
deciding if an investment is appropriate
This presentation may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to ANZ’s business and operations, market
conditions, results of operations and financial condition, capital adequacy, specific provisions and risk management practices. When used in this presentation, the words “estimate”, “project”,
“intend”, “anticipate”, “believe”, “expect”, “should” and similar expressions, as they relate to ANZ and its management, are intended to identify forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. Such statements constitute “forward-looking statements” for the purposes of the United
States Private Securities Litigation Reform Act of 1995. ANZ does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or
circumstances after the date hereof to reflect the occurrence of unanticipated events.
For further information visit
www.anz.com
or contact
Jill Craig Group General Manager Investor Relations
ph: (613) 8654 7749 fax: (613) 8654 9977 e-mail: [email protected]