Manulife Financial Corporation · TSX:MFC
Manulife Financial — Shareholder Meeting (May 2017)
35 slides from Manulife Financial's shareholder meeting presentation, May 4, 2017
Slide 1: Annual Meeting
Annual Meeting Donald A. Guloien President & Chief Executive Officer Annual Meeting Thursday, May 4, 2017
Slide 2: 2016: Substantial progress and achievement
2016: Substantial progress and achievement Strategic Plan Customer Centricity Strong Operating Results
Slide 3: Our dedicated employees
Our dedicated employees 35,000 employees 70,000 agents
Slide 4: Core Earnings and Net Income
Core Earnings and Net Income Core Earnings Net Income +79% +62% $4.0B $2.9B $2.2B $1.8B 2012 2016 2012 2016 Note: All figures in CAD.
Slide 5: Assets Under Management and Administration
Assets Under Management and Administration +84% $977B $1,005B $531B 2012 2016 Q1'17 All figures in billions CAD. % increase is on a Canadian dollar basis.
Slide 6: Market Capitalization
Market Capitalization +93% $47.6B $24.7B 2012 May 1, 2017 Note: All figures in CAD.
Slide 7: Total Shareholder Return
Total Shareholder Return +104% +83% +43% MFC S&P 500 TSX From December 31, 2012 to May 1, 2017: Cumulative value of C$100 invested in Manulife on the Toronto Stock Exchange (TSX), S&P/TSX Composite, and S&P 500, assuming dividends are reinvested.
Slide 8: Three consecutive years of dividend increases
Three consecutive years of dividend increases +58% 20.5₵/sh 13.0₵/sh May 2014 February 2017 Quarterly Dividend: Cents per common shares; as of declaration date.
Slide 9: We operate as John Hancock in the United States and Manulife in other parts of the world
We operate as John Hancock in the United States and Manulife in other parts of the world.
Slide 10: Our dual-lens approach
Our dual-lens approach PURPOSE To help people achieve their dreams and aspirations, by putting customers’ needs first and providing the right advice and solutions.
Slide 11: Our dual-lens approach
Our dual-lens approach TOTAL PURPOSE SHAREHOLDER RETURN We carefully evaluate and prioritize projects and initiatives, and how we allocate our time, resources and capital, based on a realistic assessment of the value they can be expected to deliver for you, our shareholders.
Slide 12: Efficiency and Effectiveness Savings
Efficiency and Effectiveness Savings $500M 25% Ahead of target 2016 Note: All figures in CAD.
Slide 13: Delivering for our customers
Delivering for our customers $26 billion in payments Return on Pension and Medical Death Investment Retirement Needs Benefits Income
Slide 14: Delivering for our customers
Delivering for our customers “ “ “ Manulife has given me the I just wanted to let you know Can I just tell you how opportunity to reach my goal you really do touch people much I love you for getting of starting a small business. in your work. us into the John Hancock Vitality program?
Slide 15: Delivering on our Purpose
Delivering on our Purpose 22 million customers worldwide
Slide 16: Canada
Canada 1 st in Canada to underwrite up to $1M without fluids 1 st in Canada to underwrite HIV positive individuals
Slide 17: 8x North America: Asia's middle class
GDP Growth in Asia China 9.0% Cambodia 6.6% Vietnam 6.0% Indonesia 5.7% Asia’s middle class Philippines 5.6% Malaysia 4.8% Singapore 4.7% 8x North America by 2025 Source: International Monetary Fund, World Economic Outlook, April 2017. 10-year CAGR, 2006-2016, local currency constant prices.
Slide 18: Asia
Asia WE CHINA CHAT HONG KONG MACAU PHILIPPINES 1 st Self-serve online mutual fund INDONESIA platform in the market
Slide 19: United States
United States Program Discounts Applied 6.98 ETFs
Slide 20: This page has been intentionally left blank
This page has been intentionally left blank We operate as John Hancock in the United States and Manulife in other parts of the world.
Slide 21: Regional partnerships
Regional partnerships CHINA HONG KONG BANCASSURANCE SINGAPORE # 1 1 Source: LIA Market Share in Singapore1 and for Individual Life Insurance Business. INDONESIA
Slide 22: Global Wealth and Asset Management
Global Wealth and Asset Management Europe Middle East Latin America Enhancing our scale and capabilities Enhancing our institutional infrastructure Expanding in Europe, the Middle East and Latin America
Slide 23: Strategic acquisitions and partnerships
Strategic acquisitions and partnerships
Slide 24: Technology and customer centricity
Technology and customer centricity
Slide 25: Investing in innovation
Investing in innovation Investments and Partnerships In-house acquisitions GREEN GARAGE
Slide 26: Investing in our people
Investing in our people Diversity Training Flexibility and Inclusion
Slide 27: Awards and Recognition
Awards and Recognition lassdoor BE ST v3 seuy > Forbes | 2016 | puaces To WORK BEST ee AMERICA’S 2) = LARGE wna PLACES 5))7/3 Eats POWERED BY STATISTA * 2011 * Employees’ Choice <0 “y SI. we: eG couse = = | INSURANCE MOST ADMIRED y CORPORATE CULTURES” 2015 Prosented by Watorscone Gustavson School of
Slide 28: $39 million, 107,000 hours
In addition to serving the needs of 22 million customers… $39 million to non-profit organizations 107,000 hours Volunteering in the community
Slide 29: $1.5 billion
In addition to serving the needs of 22 million customers… $1.5 billion in renewable energy and energy efficiency projects in 2016 Reduced the intensity of greenhouse gas emissions 24%
Slide 30: Roy Gori, Incoming President
Roy Gori, Incoming President
Slide 31: Linda Mantia, Chief Operating Officer
Linda Mantia, Chief Operating Officer
Slide 32: Remembering Stephen Sigurdson
Remembering Stephen Sigurdson
Slide 33: Thank you to our Board of Directors
Thank you to our Board of Directors
Slide 34: Achieving strong results
Achieving strong results Core earnings: +79% since 2012 Net income: +62% since 2012 AUMA: +84% since 2012 Market capitalization: +93% since 2012 TSR: over 100% since 2012 Helping 22 million customers achieve their dreams and aspirations.
Slide 35: Thank you
Thank you Annual General Meeting Thursday, May 4, 2017 We operate as John Hancock in the United States and Manulife in other parts of the world.