AIG Earnings and Investment Portfolio Report slide image

AIG Earnings and Investment Portfolio Report

AIG 200, a global, multi-year initiative to achieve transformational change and $1B of GOE savings; FY'20 exit run-rate savings of $400M, exceeding original GOE target of $300M by -33% The Standard Commercial Underwriting Platform will modernize global underwriting capabilities by simplifying processes and tools to create a contemporary data architecture ($M) Improve decision-making in Private Client Group through modernizing legacy technology and moving to digitized workloads Create AIG Global Operations, a multifunctional, fully integrated operating model with digitally enabled end-to-end process and increased scope and scale General Insurance 2 Transform Japan business into a next-generation digital insurance company with the ability to offer "anywhere, anytime, any device" experience 3 Shared 4 Services 5 Information Technology 6 7 Finance 8 Procurement 9 Real Estate 10 Transform IT operating model Build a modern, scalable and secure technology foundation to improve operational stability and enable faster business technology deployment Transform Finance operating model Modernize infrastructure through technology solutions and simplify finance and actuarial processes, while materially improving analytics capabilities Create a highly efficient global procurement and sourcing organization to leverage our purchasing power, maximize value, minimize risk, and support sustained profitable growth Optimize portfolio to ensure it is cost effective, resilient and reflective of global footprint AIG 200 Costs to Achieve and GOE Benefits Investment / Costs to Achieve 2020 Estimate 2020 Targets Actual 2021E 2022E Total Comments Capitalized assets, not in APTI initially $100 -$80 $200 $120 $400 Restructuring and Other charges, $250 -$150 $300 $450 $900 offset by Gain on Sale, in Net Income Total investment Amortized depreciated in GOE / APTI when IT or capital asset placed into service1 Modest impact to APTI; primarily related to professional, IT and other restructuring fees, offset by gain on sale on divested entities $350 ~$230 $500 $570 $1,300 Run-rate net GOE savings, cumulative¹ $300 ~$400 $650 Annual net benefit to APTI $150 ~$175 AIG Estimated exit run-rate savings will emerge over a period of time, beginning in 2020, as a result of actions taken in the AIG 200 program Estimated GOE benefit in 2020 as a result of actions taken in the AIG 200 program 1) Targets assume estimated amortization / depreciation related to the capitalized assets of $10M-$15M and -$25M-$30M for 2021 and 2022, respectively. Targets assume that the unamortized balance will be expensed at ~$50M per year from 2023-2027 and the remainder will trail off in the periods thereafter. $1,000 21
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