Strategic Economic and Financial Overview slide image

Strategic Economic and Financial Overview

17 18 Q3 2012 Risk Overview • Risk in credit portfolios continues to be well-managed Specific provisions remain in line with expectations Increase in collective allowance on performing loans In light of weaker global economic conditions Improvement in net impaired loan formations • Exposures to "GIIPS" countries in Europe not material • Market risk remains low and well controlled Average 1-day all-bank VaR: $20.0MM vs. $18.3MM in Q2/12 Stress tests confirm appropriateness of risk appetite Scotiabank Credit Provisions In Line with Expectations ($ millions) Q3/11 Q4/11 Q1/12 Q2/12 Q3/12 Canadian Retail 103 106 112 105 103 Canadian Commercial 43 146 135 International Retail 116 129 International Commercial 10 126 158 Global Wealth Management Global Banking & Markets 8 Collective Allowance (30) Total 250 281 88 88 ལྷ ང སྒྱུ 8རྒྱུ 24 15 15 136 120 118 125 133 151 (1) 12 17 124 145 168 - 1 5 (1) 15 (30) 100 265 264 402 PCL ratio (bps) ex. collective allowance 35 38 32 on performing loans 22 30 33 33 PCL ratio (bps) 32 32 34 32 30 44 Scotiabank
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