Investor Presentation: Outperforming in the Next Decade slide image

Investor Presentation: Outperforming in the Next Decade

Page 15 | Investor Presentation P&C industry 10-year performance versus IFC IFC's competitive advantages Scale advantage 110% Sophisticated pricing and underwriting 105% discipline 100% In-house claims expertise Broker relationships Solid investment returns 95% 90% 85% Combined ratio [intact] 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 CAD Industry1 10-year avg. = 99.7% US Industry1 10-year avg. = 101.0% [intact] 10-year avg. = 95.4% 18% 16% Strong organic growth potential Return on equity [intact] 230 (Base 100 = = 2008) 210 14% 10-year avg. 190 12% = 13.2%2 170 10% US Industry1 8% 10-year avg. 150 6% = 7.3% 130 Direct premiums written growth [intact] 10-yr CAGR = 7.6% CAD Industry¹ 10-yr CAGR = 4.2% US Industry1 4% CAD Industry1 2% 10-year avg. = 6.7% 110 10-yr CAGR = 3.1% 90 0% 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 1 Industry data: IFC estimates based on S&P Global Market Intelligence and MSA Research excluding Lloyd's, ICBC, SGI, SAF, MPI, Genworth and IFC. All data as at Dec 31, 2018. 2 ROES reflect IFRS beginning in 2010. Since 2011, IFC's ROE is adjusted return on common shareholders' equity (AROE).
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