Munchener Ruckversicherungs-gesellschaft Ag · XETR:MUV2
Munchener Ruckversicherungs-gesellschaft — Munich Re — RVS Monte Carlo 2025 Media Conference
15 slides from Munchener Ruckversicherungs-gesellschaft's conference presentation, Sep 7, 2025
Slide 1: Transforming uncertainty into opportunities
Image: hanohiki / stock.adobe.com Transforming uncertainty into opportunities RVS Monte Carlo 2025 | Media Conference 7 September 2025 Stefan Golling
Slide 2: Agenda
Agenda Market forces Transforming and client uncertainty into imperatives opportunities A world in flux demands Certainty for today, strong and reliable partners foresight for tomorrow Monte Carlo 2025 – Transforming uncertainty into opportunities 07 September 2025 2
Slide 3: Market forces and client imperatives
Agenda Market forces and client imperatives A world in flux demands strong and reliable partners Monte Carlo 2025 – Transforming uncertainty into opportunities 07 September 2025 3
Slide 4: (Re)insurance industry is challenged by many forces calling for thorough risk management
(Re)insurance industry is challenged by many forces calling for thorough risk management Economic Geopolitical Demographic uncertainty instability changes Elevated political uncertainty is driving Global conflicts and new trade Ageing populations and shifting workforce macroeconomic volatility; infl
Slide 5: Elevated loss activity driven by nat cat events highlights the importance of a resilient (re)insurance sector
Elevated loss activity driven by nat cat events highlights the importance of a resilient (re)insurance sector Global insured losses above US$ 100bn as “new normal”… … with H1 2025 the second-costliest first half-year on record Global insured losses in US$ bn $200 $150 $100 $50 $0 2015 2016 2017 2018
Slide 6: Reinsurance sector still robust and with reliable capital base
Reinsurance sector still robust and with reliable capital base Dedicated reinsurance capital1 (US$ bn) CAGRs Trends $600 5.6% CAGR Reinsurance Robust and growing capital levels in $400 capital1 reinsurance sector ▪ Providing clients with a reliable capital $200 5.6% source matching inflation and exp
Slide 7: Transforming uncertainty into opportunities
Agenda Transforming uncertainty into opportunities Certainty for today, foresight for tomorrow Monte Carlo 2025 – Transforming uncertainty into opportunities 07 September 2025 7
Slide 8: Nat cat – Delivering market-leading reliable capacity
Nat cat – Delivering market-leading reliable capacity Munich Re Group nat cat net exposure1 (US$ bn) US Wind US EQ Europe Japan ANZ Latin Am. Asia Traditional reinsurance capital remains the backbone for nat cat risk transfer solutions Cat bond nat cat market volume2 (US$ bn) ▪ Munich Re alone has e
Slide 9: Nat cat – Delivering market leading reliable capacity
Nat cat – Delivering market leading reliable capacity Munich Re P&C Re nat cat gross treaty XoL portfolio (GWP US$ bn) Global Europe North America Latin America APAC (region by cedent) We are an underwriting company: ▪ Munich Re nat cat models continuously updated to reflect impact $4 13.4% CAGR of
Slide 10: Capital Relief – Partnering with clients to enable mutual long-term profitable growth
Capital Relief – Partnering with clients to enable mutual long-term profitable growth Munich Re P&C Re – 12 largest capital-motivated transactions (GWP US$ bn) Traditional reinsurance capital well-sought after to enable new business models and finance M&A 14.3% CAGR $8 ▪ Protecting balance sheets, o
Slide 11: Facultative – Risk expertise, data analytics and client proximity pave the way to targeted growth
Facultative – Risk expertise, data analytics and client proximity pave the way to targeted growth Munich Re P&C Re facultative portfolio (GWP US$ bn) Global Europe North America Latin America APAC Continuous growth supported by superior technical risk expertise, claims services and data insights 8.1
Slide 12: Cyber – Disciplined and reliable approach driven by thought leadership, expertise and capacity
Cyber – Disciplined and reliable approach driven by thought leadership, expertise and capacity Munich Re P&C Re cyber portfolio (GWP US$ bn1) Sustainable capacity Cyber expertise Global Europe North America ▪ Adequate cyber security standards ▪ Investing heavily in models and cyber Latin America APA
Slide 13: Innovation – Pushing the boundaries of insurability through expertise, thought and solution leadership
Innovation – Pushing the boundaries of insurability through expertise, thought and solution leadership Sp ce ec n ia ra lt su y n in i ry su Renewable energy ma AI insurance ra nce Pri By reducing the risks of applying new Market-leading technical expertise supports technologies, Munich Re smoothens
Slide 14: Munich Re – Committed to shaping the future together with our clients
Munich Re – Committed to shaping the future together with our clients Strong financial position The outstanding consistent enables predictable and trusted long-term capacity deployment partner for our clients over the cycle Transforming uncertainty into Confidence through holistic and expertise-base
Slide 15: Thank you.
Image: hanohiki / stock.adobe.com Thank you. RVS Monte Carlo 2025 | Media Conference 7 September 2025 Stefan Golling