Analysts meeting
Summary of the presentation
- 1) Half Year 2008 Earnings
- 2) Cautionary statements concerning forward-looking statements
- 3) Definitions
- 4) Table of contents - Key highlights
- 5) First Half 2008 key highlights
- 6) First Half 2008 key performance indicators
- 7) Positive Underlying Earnings growth benefiting from business diversification
- 8) Adjusted Earnings impacted by turbulent market conditions
- 9) Underlying and Adjusted EPS
- 10) France key highlights
- 11) NORCEE key highlights
- 12) North America key highlights
- 13) Mediterranean Region key highlights
- 14) UK & Ireland key highlights
- 15) Asia-Pacific key highlights
- 16) Asset Management key highlights
- 17) Operational Highlights – Key Takeaways (1/2)
- 18) Operational Highlights – Key Takeaways (2/2)
- 19) Table of contents - 1H08 IFRS earnings
- 20) Life & Savings APE & NBV by region
- 21) L&S unit-linked reserve roll-forward: positive net inflows
- 22) L&S non unit-linked reserve roll-forward: positive net inflows
- 23) Resilient L&S Underlying Earnings, as lower gross margin was partially offset by lower expenses and taxes
- 24) Property & Casualty: profitable growth
- 25) Improved P&C Combined Ratio while maintaining strong reserving levels
- 26) Strong growth in P&C Underlying Earnings driven by improved Technical Result
- 27) Asset Managers’ AUM roll-forward: positive net inflows
- 28) Positive earnings growth in Asset Management business
- 29) Analysis of other segments’ Underlying Earnings
- 30) Underlying Earnings growth reflecting business diversification
- 31) Adjusted earnings and net income impacted by volatility of financial markets
- 32) Estimated shareholders’ cash-flow statement
- 33) Shareholders’ equity roll-forward
- 34) Table of contents - Checking the macroeconomic radar screen
- 35) Checking the macroeconomic radar screen
- 36) Equity gearing (General Account exposure)
- 37) Equity gearing (Unit-linked and Asset Management)
- 38) Asset portfolio: Quality and diversification
- 39) Asset portfolio: Fixed income
- 40) DAC assets
- 41) Inflation
- 42) US VA Risk Management
- 43) Forex
- 44) Debt gearing and liquidity
- 45) Solvency I
- 46) Rating agencies and Solvency II
- 47) Table of contents - Concluding remarks
- 48) First Half 2008 key highlights
Questions / Answers
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