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Investor Presentaiton

DS R&C JCIB GCB GCIB Global Markets AM/IS Key strategies (2) GCIB & Global Markets Business overview and focus areas 2 Secondary trading Invest IG*2 Corp. Non-IG Corp. 1 5 Direct lending Loans/Bonds underwriting Institutional Investors (AM*1. Sponsor) Investment Management Finance for Institutional Investors 1 3 5 • • Continuously focus on profitable institutional investors business Strategically allocate resources and provide our services adopting to investors' demands Institutional Investor portfolio ratio* *3 20.0% 18.8% Funds 16.6% Equity/Notes/Loans 11.8% • Infrastructure, renewable energy, etc. Expand RWA resource allocation 3 FY20 FY21 FY22 FY23 target Secured Finance. and Securitization 4 • FX/Flow product cross-sell Institutional Investors 1 Enhance Institutional Investors-led Non-IG business (O&D) 2 Strengthen secondary sales & trading functions to accelerate primary underwriting 3 Expand product lineup and asset classes • Loans/Bonds underwriting and secondary trading 24 Accelerate Non-IG business while upgrading risk management Aim to expand market share through MS*4 collaboration, and more effective alignment between primary underwriting and secondary sales & trading Syndication / DCM Wallet (US$bn) * *5 Global.IG U.S. Non-IG 18.3 11th 10th 19th 12th 2.7% 2.8% YTD*6 10th 2.7% 10.8 1.4% YTD*6 13th 1.5% 7.5 1.4% 4 Strengthen sales functions to capture flow product business 9.8 8.0 6.1 2020 2021 2022 2023 5 Capture cross-sells associated with direct lending P.35 target Market wallet *1 Asset management company *2 Investment Grade *3 Loan balance in managerial basis. *4 Morgan Stanley *5 Dealogic (Calendar year basis) *6 January to May 2023 2020 2021 2022 2023 target Share MUFG 34
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