IMPAX ASSET MANAGEMENT GROUP PLC - Investor Presentation

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0:00 Introduction
3:05 Highlights and business update
17:34 Financial update
22:16 Outlook
23:50 Q&A

Impax Asset Management Group PLC (AIM:IPX) delivered a comprehensive investor update outlining financial results, company performance, and its long term growth strategy in the rapidly expanding sustainable investment sector. Management reaffirmed Impax’s position as a leading global specialist in the transition to a more sustainable economy, supported by diversified mandates across listed equities, fixed income, and private markets. Despite a challenging market backdrop with narrow equity leadership and sector wide outflows, Impax reported moderating redemptions, resilient fee margins, and a robust cash position of more than 60 million pounds with no debt. Strategic progress included the acquisition of Sky Harbor in fixed income, expansion of systematic and emerging markets strategies, a new US ETF platform, and broader distribution coverage across Europe and North America. The company also continued to enhance operational efficiency with a 15 percent reduction in headcount and ongoing cost discipline aimed at supporting EBITDA, margins, and long term shareholder returns. While revenue and operating profit declined due to reduced assets under management, Impax maintained a progressive dividend of 12 pence per share and is nearing completion of its 10 million pound share buyback program. Management highlighted compelling valuations across equity strategies, strong private markets opportunities, increasing consultant endorsements in fixed income, and rising institutional demand for authentic sustainable investment partners. With a strong balance sheet, a scalable business model, and growing client partnerships supported by sustainability research and active engagement, Impax expects improving net flows and solid medium term growth as global markets broaden and interest in the energy transition continues to accelerate.