Alpha Sense BI

NOVEMBER 13, 2023

In our 2023 State of Gen AI & Market Intelligence report —which surveyed 500-plus professionals across various industries including Corporate Development, Corporate Strategy, Competitive Intelligence—a vast majority (over 80%) of respondents plan to leverage genAI tools in their research this coming year.

Intellectual Property 116

Intellectual Property Knowledge Algorithm Brainstorming 116

Wink Intel

FEBRUARY 6, 2023

Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com. s inability to pay dividends and repurchase common stock; MetLife, Inc.’s separation risks; MetLife, Inc.’s

Intellectual Property 40

Intellectual Property Finance Globalization Security 40

Wink Intel

AUGUST 9, 2022

Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com. Forward-Looking Statements. s inability to pay dividends and repurchase common stock; MetLife, Inc.’s

Intellectual Property 40

Intellectual Property Finance Globalization Security 40

Wink Intel

AUGUST 22, 2022

AllianceBernstein is a global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets. Note Regarding Forward-Looking Statements.

Intellectual Property 40

Intellectual Property Capital Globalization Security 40

Wink Intel

MAY 15, 2023

The Company plans to grow Non-GAAP EPS through organic earnings generation, margin expansion and capital management. As stewards of capital, we have also delivered strong cash generation and capital return to shareholders,” said Mark Pearson, President and Chief Executive Officer.

Intellectual Property 40

Intellectual Property Capital Globalization Management 40

Alpha Sense BI

DECEMBER 1, 2022

Data and talent continue to drive a competitive edge in private equity. Global Private Equity Trends. billion for their European Capital XI Fund early in the year. Private capital invested hit a record low at the beginning of 2022, with Q1 recording a total of $1.4 United States Private Equity Trends . See all U.K.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

Wink Intel

MAY 30, 2022

Principal continues to expect deployable proceeds of approximately $800 million in 2022 from the closed transaction in combination with additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. The proceeds are included in the company’s planned $2.0 billion-$2.3

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 8, 2022

With our global headquarters in Toronto, Canada , we provide financial advice and insurance, operating as Manulife across Canada , Asia , and Europe , and primarily as John Hancock in the United States. securities regulators.

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Wink Intel

FEBRUARY 13, 2024

billion to shareholders in 2023, delivering on our commitment to return excess capital while continuing to invest for growth. billion of pension risk transfer sales; full year operating margin 4 of 39%; fourth quarter recurring deposits increased 12% from fourth quarter 2022 Principal Global Investors (PGI) managed AUM of $499.5

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 7, 2023

Key takeaways and total company guidance Updated reporting segments to better align with the Company’s go-forward business model: Reporting Retirement and Income Solutions (RIS) in total Combining Principal Global Investors and Principal International into a new segment, Principal Asset Management Updating the name of the U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

AUGUST 1, 2023

“ “Despite pressured net cash flow in the quarter, we have momentum going into the remainder of 2023, particularly within global asset management. billion of pension risk transfer sales Principal Global Investors (PGI) managed AUM of $485.8 million of capital to shareholders during the second quarter, including: $100.0

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

JANUARY 30, 2023

billion of capital for full year 2022, including $2.3 billion of capital in the fourth quarter 2022, including $0.4 With continued focus on higher growth markets and improved capital efficiency, we generated over $1.7 billion to shareholders in 2022, delivering on our commitment to return our excess capital. Deployed $2.8

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

JANUARY 31, 2022

Principal ® expects deployable proceeds of approximately $800 million upon closing of this reinsurance transaction and through additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. and select emerging markets, global asset management, and U.S. benefits and protection.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

MAY 6, 2024

Strong sales and net flows across our businesses are driving increases in both spread- and fee-based earnings, and Equitable is well-positioned to capitalize on the current favorable environment for growth,” said Mark Pearson, President and Chief Executive Officer. billion of its $20 billion capital commitment to AB.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MARCH 8, 2022

billion of planned capital returned to shareholders. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and additional transactions to improve capital efficiency. and emerging markets, global asset management, and U.S. Principal Global Investors. Plan to return $2.5-$3.0

Intellectual Property 40

Intellectual Property Loss Capital Banking 40

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 “Despite the challenging environment, Asia generated double-digit NBV growth and Global WAM was supported by strong net inflows of $9.8 Global Wealth and Asset Management net flows ($ billions) (1). $. Core ROE 1 of 12.0%

Globalization 40

Globalization Business Management Intellectual Property 40

Wink Intel

MARCH 2, 2021

DES MOINES, Iowa–( BUSINESS WIRE )–Principal Financial Group ® (Nasdaq: PFG) announced 2021 outlook metrics and capital deployment plans. billion of capital deployments, including $600-$800 million of share repurchases. Principal Global Investors. 2021 total company guidance. 2021 business unit guidance. RIS-Spread.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

MAY 2, 2022

million of capital to shareholders during the first quarter, including: $167.0 Principal Global Investors (PGI) net cash flow of $3.2 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Principal Global Investors. (in billion in 2022.”.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

Principal Global Investors (PGI) managed net cash flow of $1.4 million of capital to shareholders during the second quarter, including: $161.7 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Principal Global Investors. . . . (in

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 Global WAM average AUMA 5 increased by 20% in 2021. . billion in 2021 driven by our insurance businesses delivering double-digit growth in APE sales and NBV and Global WAM delivering strong net inflows of $27.9 APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

OCTOBER 31, 2022

billion of capital, of which $1.9 While we’re diligently managing expenses with pressured revenues, we’re continuing to invest for the long-term in our growth drivers of retirement, global asset management, and benefits and protection.”. million of capital during the third quarter, including: $450.1 Principal Global Investors.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 15, 2021

Transaction releases capital, reduces risk, and unlocks value from legacy business. billion of capital released 3 including a one-time after-tax gain of approximately $750 million to net income attributed to shareholders, validating the conservatism of our reserves, and the release of approximately $1.3 Lowers the total U.S.

Capital 40

Capital Loss Intellectual Property Security 40

Wink Intel

MAY 3, 2021

We delivered strong first quarter results as we continued to provide for the needs of our 34 million customers globally and build momentum for the future,” said Dan Houston, chairman, president, and chief executive officer of Principal ®. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 Deployed $252.2

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

With a renewed focus on higher growth markets and improved capital efficiency, we were able to deliver strong non-GAAP operating earnings of $498 million in the fourth quarter and over $1.8 Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 million of capital to shareholders in 2021, including: $654.1

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

Second quarter results were led by strong performance in our global asset management business, the successful integration of the retirement business from the Institutional Retirement and Trust acquisition, and encouraging fundamentals in many of our businesses as COVID-19 impacts continue to lessen.”. Principal Global Investors. (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 8, 2023

Pearson concluded, “While our in-demand product offering and strong new business activity supports our growth targets, our conservative balance sheet, fair value approach to product design and capital management continues to differentiate Equitable while driving significant value for shareholders. We have generated $0.9

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 2, 2021

We see momentum as we head into 2021 including the final migrations of our Institutional Retirement and Trust (IRT) customers to Principal, the resiliency and recovery of our small to medium-sized businesses, and the growing strength of our global asset management enterprise.“. million of capital during the fourth quarter, including: $153.7

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 8, 2022

In asset management, we were not immune to industry-wide net outflows this quarter but flows remain positive for the year as we continue to benefit from a global distribution platform and continued growth in private markets with our strategic shift supporting a fee-rate improvement of 7% over the prior year. billion, or $6.6

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 10, 2022

Equitable has committed to deploy $10 billion in investment capital from its General Account towards AB’s Private Markets platform. The Structured Capital Strategies (“SCS”) buffered annuity product achieved its highest month of sales ever in March and $2 billion in first year premium for the quarter. Business Highlights.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 8, 2023

Kevin Hogan, President and Chief Executive Officer of Corebridge, said, “This was an excellent quarter for Corebridge, where we continued to benefit from our focused execution, disciplined risk management and the competitive strengths of our diversified businesses. billion as of June 30, 2023 Financial leverage ratio of 28.0%

Loss 40

Loss Capital Security Security 40

Wink Intel

AUGUST 9, 2022

per share and the strength of our capital position was reflected in our combined RBC ratio of 440%, above our minimum combined target,” said Mark Pearson, President and Chief Executive Officer. We reported second quarter Non-GAAP operating earnings of $1.31 ” Consolidated Results. . . . . Note Regarding Forward-Looking Statements.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

Sustained growth of our capital-light businesses, positive net inflows and favorable equity markets propelled AUM up 17% to reach $871 billion, a record high. Business segment highlights: Individual Retirement reported another record quarter in sales of our Structured Capital Strategies (“SCS”) buffered annuity product with $1.9

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

MAY 11, 2021

Business segment highlights: Individual Retirement had a record quarter in first year premiums, up 24% year-over-year, driven by another record quarter in Structured Capital Strategies (“SCS”) sales. Business Highlights. As of March 31, 2021, the Company reported cash and liquid assets of c.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 10, 2021

Business segment highlights: Individual Retirement saw strong demand for our Structured Capital Strategies (“SCS”) buffered annuity product, evidenced by record sales of $1.9 The Company has acquired a 9.09% equity stake in Venerable’s parent holding company, VA Capital Company LLC, for a purchase price of $185 million.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 6, 2023

billion of capital to shareholders and achieved or contracted on 81% of Corebridge Forward target run-rate savings. CAPITAL AND LIQUIDITY HIGHLIGHTS Holding company liquidity of $1.7 Since our IPO, we have returned $1.4 This quarter, we extended the positive momentum we have been building from the outset.

Loss 40

Loss Security Security Capital 40

Wink Intel

FEBRUARY 23, 2021

Our fair value risk management approach afforded us a strong, stable capital position throughout 2020, culminating in strong year-end capital ratios supported by $2.9 Capital management program: Returned $1.1 Full year 2020 non-GAAP operating earnings were $2.3 billion, or $4.99 Business Highlights. The Company experienced c. $40

Loss 40

Loss Capital Intellectual Property Management 40

Wink Intel

MAY 15, 2023

We remain disciplined in our capital allocation and continue to balance investments in long-term growth while maintaining a strong balance sheet with ample liquidity and capital. . (“Corebridge” or the “Company”) (NYSE: CRBG) today reported financial results for the first quarter ended March 31, 2023.

Loss 40

Loss Security Security Capital 40