Third Quarter 2023 Financial Results Overview slide image

Third Quarter 2023 Financial Results Overview

Endnotes Third quarter 2023 Slide 37 Credit Portfolio Breakdown LTV ratios for residential mortgages are calculated based on weighted average. See page 35 of the Q3/23 Report to Shareholders for further details. 1 Incorporates security pledged; equivalent to S&P/Moody's rating of BBB/Baa2. 2 3 GVA and GTA definitions based on regional mappings from Teranet. Slide 38 Canadian Uninsured Residential Mortgages 1 2 3 Starting Q2/23, our primary credit score provider for current score is TransUnion as opposed to Equifax in the prior quarters. The scores are not identical, so score distributions up to Q1/23 are not directly comparable to score distributions from Q2/23 and onwards. This change in credit score provider had no material impacts on provision for credit losses. LTV ratios for residential mortgages are calculated based on weighted average. See page 35 of the Q3/23 Report to Shareholders for further details. GVA and GTA definitions based on regional mappings from Teranet. Slide 39 - Canadian Uninsured Residential Mortgages - Q3/23 Originations 1 2 3 4 Originations include refinancing of existing mortgages but not renewals. LTV ratios for residential mortgages are calculated based on weighted average. See page 35 of the Q3/23 Report to Shareholders for further details. GVA and GTA definitions based on regional mappings from Teranet. Starting Q3/23, our primary credit score provider for origination score is TransUnion as opposed to Equifax in the prior quarters. The scores are not identical, so score distributions up to Q2/23 are not directly comparable to score distributions starting Q3/23 and onwards. This change in credit score provider had no material impacts on provision for credit losses. Slide 40-Canadian Mortgages Renewing in the Next 12 Months 1 Clients at higher risk comprises shallower relationship clients and credit bureau score < 650. Starting Q2/23, our primary credit score provider is TransUnion. Slide 41 Commercial Real Estate 1 Includes $3.9B in Multi Family that is reported in residential mortgages in the Supplementary Financial Information package. 2 3 Includes US$1.5B in loans that are reported in other industries in the Supplementary Financial Information package, but are included here because of the nature of the security. Incorporates security pledged; equivalent to S&P/Moody's rating of BBB-/Baa3 or higher. In Q1/23, CIBC Bank USA Loans were re-rated, and converted from the Legacy CIBC Bank USA internal rating methodology to the CIBC internal risk rating methodology. The internal risk rating system gives more benefit to certain secured loans and less benefit to certain higher risk loans, which had a significant impact on the risk ratings for these exposures. Slide 42 - Trading Revenue (TEB) Distribution 1 See note 11 on slide 53. Slide 43 - Forward Looking Information 1 See page 74 of the Q3/23 Report to Shareholders for further details. Slide 45 Reconciliation 1 2 Adjusted results are non-GAAP measures. See slide 52 for further details. For further details on the composition of the measure, see notes 5 and 6 on slide 53 and slide 45 for a reconciliation. See note 11 on slide 53. CIBCâ—‡ Third Quarter, 2023 51
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