i n s t i t u t i o n a l b a n k i n g c l i e n t s o l u t i o n s i n s t i t u t i o n a l b a n k i n g c l i e n t s o l u t i o n s Institutional Banking Performance and Strategy Michael Katz Commonwealth Bank of Australia 27 September 2001
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I n s t i t u t i o n a l b a n k i n g c l i e n t s o l u t i o n s i n s t i t u t i o n a l b a n k i n g c l i e n t s o l u t i o n s Institutional.
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Institutional Banking
Performance and Strategy
Michael Katz
Commonwealth Bank of Australia
27 September 2001
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The material that follows is a presentation of general background information about the Bank’s activities current at the date of the presentation, 27 September 2001. It is information given in summary form and does not purport to be complete. It is not intended to be relied upon as advice to investors or potential investors and does not take into account the investment objectives, financial situation or needs of any particular investor. These should be considered, with or without professional advice when deciding if an investment is appropriate.
Disclaimer
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•IB’s Business
•Performance 2000/01
•Strategy
•People
•Environment
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Outline
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An integrated, client focussed
capital and risk management
business
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IB’s Business
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• Corporate Finance
• Financial Markets
• Transaction Services
• Equities
• CIM
• Fund Servicesi n s
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IB’s Six Business Lines
Business Development
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• Risk Management
• Human Resources
• Financial Control
• Financial Markets Operations
• Technology
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Five Support Streams
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• Financial Institutions
• Government Entities including State and Local Government
• Large Corporates - Turnover greater than $75m pa
• Middle Market since 1 July 2001 - Turnover between $40m and $75m pai n
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The Client Base
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Financial MarketsOperations
Financial Control
Human Resources
Information Technology
PRODUCT GROUPSInvestment
Management Corporate
FinanceFinancial Markets
EquitiesTransaction
Services
Deliver Products
DiagnoseNeeds
RiskManagement
AnalyseCredit Risk
BusinessDevelopment
Calculate the EquityRisk per Client
Clients
Integrated Approach
FundServices
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• IB’s Business
• Performance 2000/01
• Strategy
• People
• Environment
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Outline
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• Colonial integration completed in Jan 01
• Growth in Corporate Finance and internationalisation
• Trading income up 30%
• Equities
– Implementation of VoiceBroker
– Entry to IPOs
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Highlights of 2000/01
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• Development of Funds Management /Fund Services products focussed on IB’s origination skills