Alpha Sense BI

SEPTEMBER 6, 2023

Rising interest rates and closed debt markets mean slow deal flow and volatile macroeconomic conditions. Consequently, the deals coming through your doors require extra scrutiny, and your criteria for due diligence needs to shift to take into account market changes. rising inflation, supply chains disrupted by COVID-19, etc.)

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

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

NOVEMBER 2, 2021

North American Secure Horizon SM is a highly competitive accumulation FIA in today’s low-interest environment, while North American Secure Horizon SM Plus is designed to help clients address four of the major risks they can face in retirement. “Most products in market today only address one of these four risks.

Intellectual Property 40

Intellectual Property Security Security Loss 40

Wink Intel

MAY 6, 2024

market presents a tremendous opportunity with an aging population and a growing retirement savings gap. As of March 31, 2024, total AUM/A was $974 billion, a year-over-year increase of 13%, driven by higher markets over the prior twelve months. Mr. Pearson continued, “The U.S. On an NAIC basis, the combined RBC ratio was c.425%

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 13, 2024

With continued focus on higher growth markets, integrated offerings, and valuable distribution partnerships, we generated over $1.6 million primarily due to growth in the business and strong revenue retention, higher net investment income, as well as favorable markets. 14.8% Incurred loss ratio 61.0% 30% $1,051.4 12% $2,690.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

Although we believe that the expectations reflected in such forward-looking statements are reasonable, such statements involve risks and uncertainties, and undue reliance should not be placed on such statements and they should not be interpreted as confirming market or analysts’ expectations in any way.

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Wink Intel

AUGUST 1, 2023

With markets recovering, we expect greater opportunities to capture assets in our actively managed solutions in the second half of the year. 10.0% Incurred loss ratio 62.0% million due to growth in the business and a decrease in the incurred loss ratio, partially offset by lower net investment income. 12.5% 15.1% 65.2% 59.5%

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 7, 2023

Assumptions The outlook for 2023 reflects: Corporate segment pre-tax operating losses of $(375)-$(425) million; U.S. 31, 2022; Interest rates follow forward curve as of Dec. 31, 2022; and Future foreign exchange rates follow external consensus 14 as of January 2023. 877-407-0832 (U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

MAY 30, 2022

Principal will release its second quarter 2022 financial results after market close on Monday, August 8, 2022. The proceeds are included in the company’s planned $2.0 billion-$2.3 billion of share repurchases for 2022.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

JANUARY 30, 2023

Fourth quarter 2022 net loss attributable to Principal Financial Group ® , Inc. per diluted share, includes $514 million of loss from exited business. Non-GAAP net income attributable to PFG excluding loss from exited business 1 for the 12 months ending Dec. billion, or $18.85 per diluted share, includes $3.3 billion, or $6.66

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 8, 2023

AB’s institutional pipeline remains strong with growth in Private Markets supporting a 2% fee-rate improvement year-over-year. In addition, our capital ratios remain resilient through market cycles with a combined RBC ratio of approximately 425-450% as of the half year, above our 375-400% target.” Asset Management net outflows were $4.0

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

Throughout the quarter, uncertainty over central banks tightening caused volatility in equity, interest rate, and foreign currency markets, which negatively impacted our results,” said Dan Houston, chairman, president, and CEO of Principal ®. million primarily due to lower fees as a result of unfavorable equity and fixed income markets.

Loss 40

Loss Capital Intellectual Property Banking 40

Wink Intel

AUGUST 9, 2022

“With our resilient business model and fair value hedging program, we continued to deliver robust results and our balance sheet remains protected amidst challenging economic conditions and declining markets. Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . 4.47. .

Loss 40

Loss Capital Intellectual Property Security 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. 0.69. . . 1.28. . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 10, 2022

Our fair value economic approach and use of market interest rates have led to robust cash flows despite volatile markets and geopolitical conflict. Equitable has committed to deploy $10 billion in investment capital from its General Account towards AB’s Private Markets platform. Non-GAAP operating earnings (loss). . .

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

OCTOBER 31, 2022

billion of positive total company net cash flow, despite headwinds from equity and fixed income markets and foreign exchange rates,” said Dan Houston, chairman, president, and CEO of Principal ®. million primarily due to impacts from unfavorable equity and fixed income markets. Incurred loss ratio. Net revenue increased $40.8

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 2, 2022

Strong underlying fundamentals and a sharp focus on our growth drivers drove a solid start to the year despite significant market volatility and geopolitical uncertainty,” said Dan Houston, chairman, president, and CEO of Principal ®. million primarily due to favorable equity markets and revenue from the Principal Deposit Sweep program.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 8, 2022

and emerging markets, global asset management, and U.S. Incurred loss ratio. . . The outlook for 2022 reflects: Corporate segment pre-tax operating losses of $(370)-$(400) million; includes a portion of the aforementioned stranded costs from the reinsurance transaction; U.S. Key takeaways and total company guidance.

Intellectual Property 40

Intellectual Property Loss Capital Banking 40

Wink Intel

MARCH 2, 2021

Incurred loss ratio. . . The outlook for 2021 reflects: Corporate segment pre-tax operating losses of $(330)-$(350) million; U.S. Pre-tax return on combined net revenue (at PFG share). . . Specialty Benefits. Premium and fees 7. Pre-tax return on premium and fees 7. . . 60 – 65%. Individual Life. Premium and fees.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

MAY 11, 2021

Buoyed by net flows and strong equity markets, assets under management grew 27% year-over-year to $822 billion, reaching another record high,” said Mark Pearson, President and Chief Executive Officer. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. 822. . . $.

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. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). 871. . . $.

Loss 40

Loss Capital Intellectual Property Finance 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 Specialty Benefits premium and fee growth of 7%, including record in-group growth due to a strong labor market. Incurred loss ratio.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 10, 2021

We continue to benefit from positive net flows and favorable equity markets with AUM now reaching $869 billion, up 22% year-over-year and 6% over the first quarter,” said Mark Pearson, President and Chief Executive Officer. Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 3, 2021

million as growth in the business and the benefit from higher equity markets were partially offset by the impacts associated with the Institutional Retirement and Trust (IRT) business including expected shock lapse and interest on excess reserve (IOER) decline. Incurred loss ratio. . Pre-tax operating earnings (losses). . .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

million due to higher equity markets and growth in the business. Incurred loss ratio. . million as growth in the business was more than offset by a higher incurred loss ratio in the current quarter. Pre-tax operating earnings (losses). . Pre-tax operating losses. . Pre-tax operating losses decreased $1.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 23, 2021

Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). . Non-GAAP operating earnings (loss) per common share (“EPS”). . On a full year basis net income (loss) attributable to Holdings improved by $1.1 . $. 735. .

Loss 40

Loss Capital Intellectual Property Management 40

Wink Intel

FEBRUARY 2, 2021

Our balance sheet and underlying investments are high quality and performed exceptionally well in 2020’s stressed and volatile markets. million as the benefits of higher equity markets, higher variable investment income and lower expenses were largely offset by the impacts associated with the IRT business. Incurred loss ratio. .

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

JANUARY 31, 2022

and select emerging markets, global asset management, and U.S. Reinsurance of these blocks also reduces the company’s risk exposure to interest rates, credit markets, and policyholder behavior. benefits and protection. Principal will host an investor conference call at 10 a.m.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

NOVEMBER 15, 2021

VA Guaranteed Value and net amount at risk by more than 75%, and our equity market sensitivity from our variable annuity guarantees by roughly 54% 7 , greatly lowering our go forward risk profile,” said Naveed Irshad , Global Head of Inforce Management. billion loss to a $1.2 billion loss, representing a 54% reduction.

Capital 40

Capital Loss Intellectual Property Security 40

Wink Intel

FEBRUARY 14, 2022

“We are scaling our business to grow across the diverse markets in Asia and in 2021 commenced a 16-year bancassurance partnership with VietinBank, one of the largest financial institutions in Vietnam, that enables a full suite of insurance, wealth and retirement solutions to be made available to customers in Vietnam.

Globalization 40

Globalization Sales Loss Management 40

Data Hut

SEPTEMBER 28, 2023

Amazon stands as an undisputed leader in the global e-commerce market, housing a comprehensive database of product-related intelligence. This data, a crucial asset, offers deep insights into market shifts, consumer preferences, and competitive positioning. It might seem like a steal, but there's a hidden agenda.

Intellectual Property 52

Intellectual Property Commerce Competitive Gaming 52

Wink Intel

NOVEMBER 6, 2023

per share of common stock Repurchased $102 million of shares from public market through October 31, 2023 Declared special dividend of $1.16 per share of common stock Repurchased $102 million of shares from public market through October 31, 2023 Declared special dividend of $1.16 billion, a 13% decrease over the prior year quarter.

Loss 40

Loss Security Security Capital 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

MAY 15, 2023

Premiums and deposits 1 grew 45% compared to the prior year quarter Base portfolio income 2 for our insurance operating businesses grew 23% while base yield 2 expanded 60 basis points compared to the prior year quarter Net loss of $459 million, or $0.70 per share reflect strong base spread income 2 Holding company liquidity of $1.8

Loss 40

Loss Security Security Capital 40

Wink Intel

FEBRUARY 8, 2022

Swift said, “We begin 2022 competitively positioned with strong momentum and a winning formula to consistently produce superior risk-adjusted returns. The Hartford defines increases or decreases greater than or equal to 200%, or changes from a net gain to a net loss position, or vice versa, as “NM” or not meaningful.

Loss 40

Loss Capital Security Security 40

Wink Intel

FEBRUARY 22, 2023

billion of net realized losses in the fourth quarter of 2022 related to derivatives and foreign exchange movements. billion, a 118% decrease compared to the prior year quarter. .” billion, a 118% decrease compared to the prior year quarter. .” billion, a 118% decrease compared to the prior year quarter.

Loss 40

Loss Sales Security Security 40

Wink Intel

NOVEMBER 14, 2022

This was a very good quarter for Corebridge, and our performance demonstrates the power of our franchise and the competitive strengths of our businesses. Variable investment income (loss) – insurance operating businesses. . $. (1. Variable investment income (loss). . $. (13. Institutional Markets. . 1. ). . $.

Loss 40

Loss Capital Sales Retail 40