Financial Performance and Risk Management Overview slide image

Financial Performance and Risk Management Overview

ROBUST GROWTH IN PERSONAL PROPERTY WITH IMPROVED UNDERWRITING TODAY 17% CAGR in annual personal property GWP(2,3) in 2019-2022 since the launch of Sonnet and Vyne (1) 2-point improvement in combined ratio (3) from 2019-2022(4) Maintained solid underwriting income (3) from 2019-2022(4) OUTLOOK We expect a continuation of the firm pricing conditions prevalent PERSONAL PROPERTY GWP GROWTH (2,3) $200 Q1-2022 12.4% YOY $1,013 $895 $225 $751 $632 Q1-2023 2019 2020 2021 2022 PERSONAL PROPERTY COMBINED RATIO(3) 98.6% in the industry in recent years, the organic growth potential of our digital platforms, and stronger broker relationships to help maintain our growth above that of the industry 96.7% 94.4% 92.6% 91.1% 89.2% We continue to target a mid-90s combined ratio (2) for the personal property line of business on an annual basis Q1-2022 (Restated) Q1-2023 2019 2020 IFRS 4 IFRS 4 2021 IFRS 4 2022 IFRS 17 Note: Figures in millions, unless otherwise noted. 1. 3Y CAGR from 2019-2022 2. Restated under current GWP definition. 3. This is a supplementary financial measure, non-GAAP financial measure, or a non-GAAP ratio. Refer to Supplementary Financial Measures and Non-GAAP Financial Measures and Ratios advisory and Section 12- Supplementary financial measures and non-GAAP financial measures and ratios in the Q1-2023 MD&A for further details. 4. The years 2019-2022 are under IFRS 4. definity. 14
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