Financial Results slide image

Financial Results

Net Interest Margin¹ • Total bank ex trading NIM was relatively stable, down 2 bps reflecting continued deposit pricing pressure including rotation to term deposits • Higher NIM in U.S. P&C, primarily reflecting a one-time conversion adjustment, offset in Corporate Services NII ($MM) and NIM ex. Trading (%)² NIM ex. Trading (%) 2 1.86 1.88 1.90 1.88 1.79 1.88 1.90 1.87 Reported: 1.90 Adjusted²: 1.90 0.02 1.56 1.62 242 160 213 351 285 Reported: 1.87 Adjusted²: 1.88 -0.04 4,088 4,125 4,579 4,748 4,742 (389) (7) (3) (14) Q3'23 US P&C Q1'23 Q2'23 Q3'23 Q4'23 Corporate Services Q4'23 Trading NII ($MM) (672) Q4'22 Adjusted NII ex trading ($MM) INII Adjusting Item ($MM) Adjusted NIM ex trading (%) Canadian P&C NIM (%) Reported NIM ex trading (%) 3.80 2.77 0.01 2.77 -0.01 -0.01 Q3'23 Deposit Margins Mix Q4'23 U.S. P&C NIM (%) 0.04 0.04 3.87 Q3'23 Deposit Margins Mix Other Q4'23 1 Net interest margin (NIM) is the ratio of net interest income (NII) to average earning assets, expressed as a percentage or in basis points. Net interest margin excluding trading excludes net interest earned on trading assets. Average earning assets represents the daily average balance of deposits at central banks, deposits with other banks, securities borrowed or purchased under resale agreements, securities and loans 2 Adjusted results and measures are non-GAAP. Q4'23 Adjusting items of $14MM reduced NIM ex trading by 1 bp. See slide 39 for more information and slide 40 for adjustments to reported results BMOM Financial Results December 1, 2023 14
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