Enact IPO Presentation Deck slide image

Enact IPO Presentation Deck

Enact | Investor Presentation Strong capitalization driven by prudently-managed balance sheet PMIERS Capitalization and Operating Leverage PMIERS Excess Capital³ (SM) PMIERS Sufficiency Ratio 2 Operating Leverage $786 15 16% 129% YE2018 Debt To Capital Ratio $1,057 24% 138% YE2019 Stockholders' Equity ($M) $1,229 137% GAAP Capital Position YE2020 0% $1,941 YE2018 YE2019 YE2020 0% $3,274 $3,827 $3,882 165% 20′21 32% 16% 2Q'21 $4,090 15% Strong Liquidity Profile And Capital Position³ $4,090mm Equity at Enact $284mm HoldCo cash at Enact Successful Credit Risk Transfer program 15.0% 4 debt to capital ratio Comprehensive CRT Program Bolsters PMIERS Sufficiency And Protects Balance Sheet # ■ As of 6/30/21, $3.5bn CRT transactions since 2015 including $2.0 bn of traditional XOL reinsurance and $1.5bn MILNs Provides $1.4bn PMIERS credit and $1.6bn loss coverage at 6/30/21 Robust Regulatory Capital 165%¹ PMIERS sufficiency ratio with $1,941mm³ PMIERS excess as of 6/30/21, exclusive of positive impact from September 2, 2021 MILN transaction . . # 12.0:17 risk-to-capital ratio at 6/30/21 NCDOI approval to dividend $200MM at Q4 increases confidence in 2021 return of capital ¹ Calculated as total available assets divided by net required assets, based on published PMIERS: 2 Operating leverage calculated by dividing PMIERS reinsurance credit by PMIERS gross required assets; ³PMIERS excess calculated as total available assets less net required assets, relative to 100% published PMIERS requirement, *Calculated by dividing total debt outstanding by total equity plus total debi outstanding: Financial metrics as of June 30, 2021; Pro-forma for the September 2021 transaction, PMIERS sufficiency ratio and PMIERS excess would be 189% and $2.3bn Represents Enact™ risk-to-capital ratio at GMICO
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