Munchener Ruckversicherungs-Gesellschaft AG · XETR:MUV2
Munchener Ruckversicherungs-Gesellschaft — Munich Re Group — Merrill Lynch CEO Banking & Insurance Conference 2008
11 slides from Munchener Ruckversicherungs-Gesellschaft's conference presentation, Oct 8, 2008
Slide 1: Growth Opportunities Post Crisis?
Munich Re Group Merrill Lynch CEO Banking & Insurance Conference G Growth th Opportunities O t iti Post P t Crisis? Ci i ? Nikolaus von Bomhard Chairman of the Board of Management 8 October 2008
Slide 2: Agenda; Group earnings and capital repatriation
Munich Re Group Agenda Munich Re – well positioned during capital market crisis Changing Gear – Munich Re growth expectations nking & Insurance Conference – 8 October 2008 Outlook Munich Re Group – Merrill Lynch CEO Ban 2 Group earnings and capital repatriation Building a track record EPS Payout rat
Slide 3: Strategic risk management framework
Munich Re Group Strategic risk management framework Sophisticated risk management complements business strategy A rigorous framework designed to enable Munich Re Group ensure highest degree protect reputation nking & Insurance Conference – 8 October 2008 to protect and generate of confidence in meet
Slide 4: Sustainable profitability
Munich Re Group Sustainable profitability Significant reduction of asset exposure Equity gearing1 Credit exposure as at 30.6.08 % as at end of period Total investments Munich Re Group: €166bn 178 nking & Insurance Conference – 8 October 2008 Thereof 78% fixed-interest securities2, high credit qu
Slide 5: Business potential
Munich Re Group Business potential Munich Re best positioned to benefit under current market developments Recent market developments Munich Re's commitment Significant capital market stress reduces Excellent risk management – Providing capital base in financial services industry maximum capacity
Slide 6: Changing Gear: Basis for profitable growth
Munich Re Group Changing Gear Basis for profitable growth Changing Gear programme 2007–2010 Ambitious growth target Returning >€8bn to shareholders 2010 EPS nking & Insurance Conference – 8 October 2008 Best in class target >€18 Average EPS growth confirmed Capital efficiency >10% p.a.1 Munich Re ta
Slide 7: Ambitious growth targets – life reinsurance
Munich Re Group Ambitious growth targets – life reinsurance Extension of profitable growth Strategic ambition Quantum growth in EV earnings by doubling our VANB until 2011 nking & Insurance Conference – 8 October 2008 VANB development €m CAGR >8% >600 CAGR 15% >440 228 Munich Re Group – Merrill Lync
Slide 8: Ambitious growth targets - International Health
Munich Re Group Ambitious growth targets - International Health Leveraging our combined health experience €bn GWP 2006–2015e Our Strengths €bn CAGR +20% Flexible combination of business model and 9.3 products as a unique selling proposition nking & Insurance Conference – 8 October 2008 Outstanding k
Slide 9: Summary
Munich Re Group Summary Value-adding integrated business model covers full value chain of risks Diversification and sophisticated asset asset-liability liability management nking & Insurance Conference – 8 October 2008 are cornerstones of our strategy Excellent financial strength allows participatio
Slide 10: Financial calendar and contacts
Munich Re Group Appendix Financial calendar 7 November 2008 Interim report as at 30 September 2008 Balance sheet press conference for 2008 financial statements (preliminary figures) 3 March 2009 Analysts conference, Analysts' conference Munich nking & Insurance Conference – 8 October 2008 22 April 2
Slide 11: Disclaimer
Munich Re Group Appendix Disclaimer This presentation contains forward-looking statements that are based on current assumptions and forecasts of the management of Munich Re. Known and unknown risks, uncertainties and other factors could lead to material differences between the forward-looking g stat
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