2021 Investor Day
Strengthen
Simplify
Invest for Growth
We expect to grow our multi-specialist Asset Management
division with a refocus on our core product capabilities
Key metric for Asset Management
AuM
in CHF bn
5%
CAGR
475
438
440
2019
2020
9M21
Pillars of
success
Key levers
Distribution
☐
Expand footprint in selected European
and Asian markets
Strengthen sales support teams on
regional and global level
Products
■ Enhance innovative alpha solutions
(private markets, thematic equities,
ESG)
Strengthen breadth and quality of
institutional-grade yield products (fixed
income and Real Estate)
2024
Aspiration
RoRC+,1
>45%
CIR1
~75%
NNA
>4%
Growing our core operating businesses; exit non-core Investments & Partnerships
Strong connectivity to Wealth Management and Swiss Bank
Leading Alternatives and Alternatives-lite offerings
Note: Historical information presented according to the new divisional structure is a preliminary estimate based on management accounts and subject to change
+ RORC is a non-GAAP financial measure, see Appendix. Based on average of 13.5% RWA and 4.25% Leverage
1 On an adjusted excluding significant items basis
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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