Investor Presentaiton
ERS
Large Growth Opportunity in Insurance Data and Analytics Markets
Insurance Data and Analytics Markets are Large and Growing Rapidly...
Risk
Analytics
CAT Risk
Models and
Data
MCO + RMS1
~$5B
~13%
CAGR in Risk Management2,3
Core
Systems
...While Pressures to Transform are Accelerating
» Insurers are increasingly incorporating
ESG, Climate and other risk factors into
loss models
>>
Increased awareness of uninsured
risks following COVID-19 pandemic
(supply chain, resiliency, etc.); $350B of
uninsured losses in the last five years³
Growing gap between retail insurance
customer expectations and digital
transformation required by insurers to
deliver positive user experience
Moody's total pro-form a
CAM 1:
$40B +
»
Increasing need to insure against losses
related to weather events accelerated
by climate change
1.
Includes prior current addressable market (CAM) of -$35B+ as of February 12, 2021, and incremental -$5B CAM as of August 5, 2021 with the combination of MCO and RMS.
Source: RMS, McKinsey and Moody's.
2.
CAGR 2020-2026F. Risk Management is the largest sub-segment in insurance data and analytics.
3.
Source: RMS as of August 5, 2021.
Moody's | Better decisions
4Q & FY 2021 Investor Presentation 49View entire presentation