2021 Investor Day
Significant value creation by Asset Management
Value to
our clients
■
Access to distinctive investment capabilities
■
Attractive offering based on strong institutional DNA
■
Broad range of tailored solutions / products and access to exclusive deals
75%
of actively managed assets
outperforming benchmark1
■
Group's center of investment management
Value to
our Group
■
Investment credibility, reputation and track record
☐
Enhanced value capture across the entire value chain
>70 bn
of AuM managed for CS WM
clients at 3Q21 (in CHF)
Strong growth potential in high-margin industry
Value to
■
our shareholders
Low capital intensity and superior shareholder returns²
■
Stable profit contribution from operating businesses with low volatility
35%
Avg. RoRC 2018-2020
† RORC is a non-GAAP financial measure, see Appendix. Based on average of 13.5% RWA and 4.25% Leverage and adjusted excluding significant items
1 Weighted average of actively managed assets across Equities, Fixed Income, Credit Investment Group, Balanced Solutions, Real Estate, Commodities, Insurance Linked Strategies, Quantitative Investment Strategies
performing above benchmark per August 2021 on a 3 year annualized basis only; does not include Index Solutions 2 Measured by total return to shareholders (14.0% p.a. of 39 Asset Managers from Europe and Americas
vs. 5.3% p.a. of 100 banks globally) weighted by market capitalization over 15-year period (2005-2020) based on Capital IQ data
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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