2021 Investor Day slide image

2021 Investor Day

Asset Management at a glance CS Asset Management Asset manager with CHF 475 bn in AuM Focused franchise, built around strong institutional grade investment capabilities Business mix 3Q21, in % of AuM APAC (13%) Americas (14%) By geography EMEA (12%) 0 Switzerland (61%) By client segment¹ Third-Party Wholesale (13%) Wealth Management (17%) Institutional clients (70%) Other² (5%) ICBCCS JV (10%) Index Global Real Estate (8%) By capability Solutions (36%) Fixed Income (10%) Key strengths to build on Leading market position in Switzerland with access to large in-house distribution Leading positions in specialist products / capabilities: Largest US CLO manager and second largest globally³ # 4 Thematic Equities franchise in Europe4 Leading index fund provider in CH, top 5 in Europe with strong position in ESG5 Partner to one of the largest and most successful AM JV, ICBCCS, in China Credit Investments Group (14%) Balanced Solutions (11%) 1 Operating businesses only, excludes AuM from Investments & Partnerships AuM according to Morningstar, global thematic fund landscape, May 2021 6 Mutual fund assets only per YE 2019 per wind.com CREDIT SUISSE Equities (6%) 2 Includes 1% Investment & Partnerships and 4% of other operating businesses 3 Based on principal liabilities as of September 30, 2021 from CreditFlux 5 Based on ETF and index fund assets for ESG per Morningstar YE 2020, overall ranking according to Morningstar as of July 31, 2021 2021 Investor Day November 4, 2021 4 Based on 83
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