4Q and FY 2022 Investor Presentation
Structured Finance: Revenue
Revenue1: Distribution by Geography
■Non-U.S. ■U.S.
Revenue¹: Distribution by Recurring vs. Transaction
■Transaction
■Recurring
100%
100%
34%
31%
80%
80%
35%
35% 35%
43%
41%
43%
49%
52%
50% 52%
56%
59%
59% 63% 69% 68% 65% 67%
67% 68%
63%
67%
60%
60%
40%
40%
66% 65% 69% 65% 65%
57%
59%
57%
51% 48%
50%
48%
20%
44%
41% 41% 37%
31% 32% 35%
37%
20%
33% 33% 32%
33%
0%
0%
T
4Q20 FY20 1Q21 2Q21 3Q21 4Q21 FY21 1Q22 2Q22 3Q22 4Q22 FY22
4Q20 FY20 1Q21
2Q21 3Q21 4Q21 FY21 1Q22 2Q22 3Q22 4Q22 FY22
■ ABS
Revenue¹: Distribution by Product
■RMBS
■CMBS ■Structured Credit
■ Other
100%
0%
1%
1%
0%
0%
1%
0%
0%
1%
0%
0%
0%
27%
32%
29%
33%
29%
34%
33%
30%
80%
38%
40%
42%
38%
60%
16%
17%
26%
22%
21%
19%
15%
21%
16%
18%
18%
18%
40%
23%
27%
23%
23%
22%
24%
23%
22%
23%
22%
22%
21%
20%
29%
27%
22%
24%
20%
19%
21%
22%
25%
26%
29%
25%
0%
4Q20 FY20 1Q21
2Q21
3Q21
4Q21
FY21
1Q22
2Q22 3Q22
4Q22
FY22
Notes: ABS (asset-backed securitization) includes asset-backed commercial paper and long-term asset-backed securities. RMBS (residential mortgage-backed securitization) includes covered bonds. CMBS (commercial mortgage-backed
securities) includes commercial real estate CDOS. Structured Credit includes CLOS and CDOS.
Percentages have been rounded and may not total to 100%.
1.
Historical data has been adjusted to conform with current information and excludes intercompany revenue.
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