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
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