Economic Backdrop and Financial Performance Objectives slide image

Economic Backdrop and Financial Performance Objectives

Capital: Strong position supports strategic deployment and shareholder returns CET1 (1) Movement 67 bps (34) bps 13 bps 12 bps (23) bps (2) bps 6 bps 14.5% +33 bps Net internal capital generation, 14.9% Q4/2023 (2) Net Dividends Income Fair Value OCI DRIP Adjustments RWA (1) Increase (Excluding FX) Net Regulatory Updates Other Q1/2024 (2) RWA (1) Movement ($ billions) CET1 ratio (1) of 14.9%, up 40 bps QoQ, reflecting: + Net internal capital generation + Unrealized mark-to-market gains on OCI securities + DRIP shares issued from treasury Higher RWA(1) (excluding FX) from business growth and net credit migration Leverage ratio(1) of 4.4%, up 10 bps QoQ, reflecting net capital accretion, unrealized mark-to-market gains on OCI securities 12.2 + 596.2 (7.2) 3.9 (5.1) (9.7) 590.3 + 40.5 79.9 31.0 84.6 475.8 $8.9BN or 23 bps 474.7 ā˜ RWA(1) decreased $6.0BN, mainly reflecting: Favourable FX translation of $6.0BN - Lower RWA(1) from net regulatory updates, primarily Basel III reforms, mainly in trading portfolios Net credit migration, mainly in wholesale portfolios Operational RWA increase from continued revenue growth Loan growth in Canadian Banking Credit risk Operational risk Market risk + Q4/2023 (2) Credit & Op. Risk (Excl. Credit Migration Market Risk (Excl. Reg. Updates) Net Credit Migration Net Regulatory Updates Foreign Exchange Q1/2024 (2) + Lower RWA(1) from credit card securitization Lower market risk driven by reduced inventories & Other & Reg. Updates) (1) The CET1 ratio and RWA are calculated using OSFI's CAR guideline. The leverage ratio is calculated using OSFI's Leverage Requirements (LR) guideline. (2) For more information, refer to the Capital Management section of our Q1/2024 Report to Shareholders. 9 | ABOUT RBC RBC
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